Tax
USA Guide 2024 : Pennsylvania
Band 2
Email address
[email protected]Contact number
+1 215 665 2000About
Provided by Cozen O'Connor
Cozen O’Connor’s Tax Practice advises clients on the most sophisticated state, local, and federal tax issues. Our tax attorneys provide advice for clients ranging from high-net-worth individuals and startups to middle-market companies and Fortune 500 corporations. Due to the nature of the firm’s overall practice, our tax attorneys regularly provide advice on the federal tax implications of mergers and acquisitions, financings, real estate deals, entity structure, contractual arrangements, cross-border transactions, and other business arrangements. Our tax attorneys represent clients in connection with IRS tax examinations, including before the IRS appeals branch, and in litigation before state and local taxing authorities, U.S. Tax Court, and the federal district and appeals courts. In our state and local tax practice, Cozen O’Connor’s attorneys provide the full range of transactional counsel and represent clients in tax controversies and litigation. The work in these engagements often involves cross-border, multi-state components.
The practice is comprised of attorneys who teach tax law at leading universities, regularly speak about cutting-edge tax issues, and author articles and scholarly pieces. These works include “Taxation,” a two-volume treatise on Pennsylvania state and local taxation published by West Group as part of Summary of Pennsylvania Jurisprudence 2d, authored by Joseph C. Bright.
Chambers Review
Cozen O'Connor has an established group of tax attorneys noted for its capabilities in federal tax as well as state and local tax. It is highly esteemed for its strength in mergers and acquisitions, joint ventures and real estate deals. The firm's clients include public and private companies, real estate trusts and high net worth individuals.
Work Highlights
- Cozen O'Connor represented Veritable in its sale to Pathstone.
Strengths
Provided by Chambers
"Cozen O'Connor effortlessly handled complex tax and fund structure aspects of very large real estate deals."
"The firm is responsive, and also provides thorough and complete answers."
"Cozen O'Connor effortlessly handled complex tax and fund structure aspects of very large real estate deals."
"The firm is responsive, and also provides thorough and complete answers."
Notable Practitioners
Joseph Bright expertly advises clients on state and local tax issues connected with their transactional activity.
"His tenure and experience means he can be 100% certain from a technical perspective. Joseph offers solutions on what to alter to fix issues."
"His insight and experience is valuable."
"He has amassed a lot of experience."
Cheryl Upham is noted for her work on state and local tax matters relating to mergers and acquisitions, sales and corporate restructuring.
"Cheryl is very thoughtful and avoids legal jargon. She is a very effective communicator and offers good practical advice."
"Cheryl handles a variety of state and local tax matters for our company. She is invaluable in state income tax, state and city sales, use tax, multi-state payroll and unemployment tax guidance."
"She's really good on SALT."
Richard Silpe is a well-respected tax attorney who focuses his practice on federal tax issues and structuring related to corporate transactions.
"I think he's very knowledgeable in the field of corporate tax."
"He's very responsive and makes things happen for us and musters up every resource to help us."
Ranked Lawyers at
Cozen O'Connor
Pennsylvania