Practice/Industry Group Overview
Duane Morris has a broad and diverse state and local tax practice covering essentially every type of state and local tax issue or dispute, including gross receipt, sales, use, excise, income, franchise and transaction tax.
State and Local Tax Planning
Duane Morris' experienced tax attorneys provide a wide variety of services involving multistate and local tax issues, as well as unclaimed property matters, including guidance and planning advice on tax savings opportunities, alternate business structures, mergers, acquisitions, asset sales, recordkeeping requirements, audit reviews and tax exemptions.
State and Local Tax Controversy Representation
Duane Morris tax attorneys are experienced in all forms of state and local tax controversy work, including negotiations with auditors, participating in administrative hearings, representing taxpayers before tax tribunals or commissions and representing taxpayers in both the trial and appellate courts. Our attorneys have also been involved in numerous unclaimed property controversies.
Duane Morris' highly experienced state tax attorneys have represented corporations and individuals in controversies in many states, including Arizona, California, Colorado, Connecticut, Delaware, Florida, Illinois, Indiana, Iowa, Maine, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Pennsylvania, Tennessee, Texas, Washington and Wisconsin, and have assisted taxpayers in issues involving virtually every state.
Articles Authored by Lawyers at this office:
Recent IRS and Congressional Focus on Micro-Captives
Jocelyn Margolin Borowsky,Hugh T. McCormick, May 15, 2015
Captive insurance companies have been used for risk management purposes since the 1960s, when industrial corporations found insurance for their risks either challenging to find in the marketplace, or expensive. One solution was to form wholly-owned and controlled insurance companies (hence the term...
Consider These Tips in Maximizing Your Charitable Tax Deduction
Tracey Kuehn,Steven M. Packer, April 06, 2015
As the tax deadline approaches, you may wish to consider whether you have incurred out-of-pocket expenses while serving as a volunteer on behalf of a charitable organization. If so, your expenses may be tax deductible provided they are properly substantiated. It is prudent to have your...
United Kingdom Budget 2015: Key Points
Jenny Wheater, April 06, 2015
The UK Chancellor of Exchequer, George Osborne, delivered his 2015 Budget Speech to the House of Commons on 18 March 2015. This Alert highlights the key announcements made. Some of them were expected since they derive from draft legislation released in December. Others are new and their full...
Potential Implications of the Indian Government Tax Dispute with Cairn Energy
, April 02, 2015
Earlier this month, Cairn Energy filed a notice for settlement of disputes with the Indian government under the Agreement for Promotion and Protection of Investments between the UK and India. The dispute stems from a tax demand of $1.6 billion raised by the Indian Income Tax Department on Cairn...
Golden Rules of Fiscal Law: Purpose, Time & Amount
Michael E. Barnicle, March 25, 2015
This week, the VA Inspector General reported that the certain government officials illegally used funds to develop a claims processing system that were intended to be used for medical support and compliance. This is what is called a “fiscal law” problem.
Real Estate Tax Exemption Issue Muddied Again
Philip H. Lebowitz, March 13, 2015
On December 23, 2014, the Commonwealth Court of Pennsylvania logged another frustrating mile down the confused and confusing road of property tax exemption for purely public charities. In Fayette Resources, Inc. v. Fayette County Board of Assessment Appeals, the Court overturned a lower court...
What's New for Tax Year 2014 (When Filing in 2015)
, February 18, 2015
The following are select tax topics affecting individuals and businesses for tax year 2014. Several issues of significance to individuals and businesses for 2013 remain relevant for 2014 and are noted below. The impact of select new topics below, such as individual and business impacts of the...
Summary of EU Changes to the Rule on VAT Place of Supply of Services
, February 17, 2015
From 1 January 2015, VAT payable on the supply of digital services (telecommunications, broadcasting and electronic) will be determined by the location of the consumer in all circumstances. This means that VAT on digital services supplied will be paid for in the consumer's country and charged at...
Tax-Related Identity Theft and Scams Skyrocketing ... Stay Protected
, February 16, 2015
Victims of identity theft and, in particular, tax-related identity theft and tax scams continue to increase at alarming rates. The Internal Revenue Service (IRS) estimates that it erroneously paid more than $5 billion in fraudulent tax refunds to identity thieves in 2013. Tax-related identity theft...
Bombay High Court Rules in Favour of Vodafone India in $490 Million Tax Dispute
Saionton Basu, October 28, 2014
On 10 October 2014, the Bombay High Court delivered a judgment in favour of Vodafone India Services Private Limited (Vodafone India) in a long-pending USD 490 million tax dispute. The Vodafone India intra-group transaction that had triggered this tax controversy pertained to the financial year...
Back to School: Tax Benefits for Education
, August 18, 2014
Students will soon be heading back to school, and with skyrocketing education costs, families are increasingly exploring ways to cut costs and save money. With that in mind, in this Alert, we summarize what many consider the easiest attainable tax deductions and tax credits involving...