Matthew R. Ottemann

Practice Areas

Tax, Trusts and Estates:

- Business Succession, Exit and Shareholder Planning

- Estate and Gift Tax Planning

- Estate and Trust Administration

- State and Local Taxation and Incentives

- Tax Audit Representation and Litigation

- Tax Exempt Organizations

- Transactional Tax Planning

Business and Corporate:

- Business Formation and Planning

Career

For clients facing current or anticipated tax audits, and in need of expert counsel for tax planning and assessment defense, Matt’s experience and strategic solutions provide welcome relief. He also helps clients head off potential problems at the pass, understanding and planning for the tax ramifications of significant business events.

Matt specializes in taxation, including state and local taxation, state tax disputes and appeals, state business tax incentives, and site selection and planning. He has represented clients of all sizes in both income, withholding, and sales tax assessments and claims before the Nebraska Department of Revenue.

In addition, Matt has an extensive background in state tax incentives, including the Nebraska Advantage Act and Iowa’s and Missouri’s incentive programs. He has advised clients of all sizes with their tax incentive applications and claims, and assisted them in key aspects of the expansion planning process.

Matt is also an experienced Estate Planner and works closely with other members of the firm’s highly recognized and top rated estate planning team.

Matt’s analytical approach keeps his clients informed on how the law will, or could, affect their business decisions. Looking at situations with a business model analysis helps Matt spot potential pitfalls the client might have overlooked, and it helps keep the big picture intact – from transaction to transaction. And, if a dispute should arise, he stands by his team’s ability to provide superior representation.

Professional Memberships

Omaha Bar Association

Nebraska State Bar Association

American Bar Association

Nebraska Society of CPAs