Tax
USA Guide 2024 : Pennsylvania
Band 3
Contact number
+1 215 665 8500About
Provided by Ballard Spahr LLP
Transaction Tax Planning
The Tax Group has an excellent reputation for transaction tax planning. This includes all forms of mergers, acquisitions, leveraged buyouts, divestitures, investments and liquidations – involving public and private companies. It also includes analyzing and structuring real estate development and investment vehicles, including REITS, real estate joint ventures, and real estate private equity vehicles. We work with partnerships, limited liability companies, REITS, UPREITS, and DOWNREITS. Our advice includes not only federal tax advice, but also state and local planning, including transfer taxes. We also provide tax reporting advice.
One of our key strengths in tax planning for business transactions is that our attorneys present the unique combination of the following qualities:
- They have a deep understanding of the technical tax rules and issues;
- Simultaneously they have a clear understanding of the key points important to business people and non-tax lawyers; and
- They can adeptly and easily hone on the aspects of transactions important to both groups of people, and achieve the results both are seeking.
The combination of these qualities allows us to provide practical, creative, and comprehensive analysis and solutions.
Chambers Review
Ballard Spahr is well regarded for its handling of the tax aspects of corporate transactions. It also advises in connection with state and local tax matters and tax controversies. The firm is additionally experienced in representing tax-exempt organizations, including universities and trade associations, as well as private equity funds.
Strengths
Provided by Chambers
"Ballard Spahr has very smart attorneys."
"It has a deep bench and practice."
"Ballard Spahr has very smart attorneys."
"It has a deep bench and practice."
Notable Practitioners
Wendi Kotzen is the head of the firm's tax group and centers her highly acclaimed practice on real estate taxation as well as tax planning and acquisitions. She is well versed in federal, state and local tax law.
"Wendi Kotzen is a go-to for real estate tax."
"She is very well known and respected both from a SALT and federal planning perspective."
"She's very well known in the tax circle. Wendi does federal and state and she's one of the people I call often to talk through issues."
Christopher Jones focuses his practice on federal, state and local transactions, including structuring, planning and disputes.
"He is well respected in this space."
"He is very knowledgeable and accessible, and he is my go-to person for complicated tax questions at both local and federal level."
Ranked Lawyers at
Ballard Spahr LLP
Pennsylvania
Members
Provided by Ballard Spahr LLP