Murtha Means More

Tax


Contact: Kenneth L. Levine

Murtha Cullina has an extensive and diverse tax practice representing a variety of business entities as well as individuals. Our practice focuses on creating tax efficiencies to satisfy our clients’ business and financial concerns. We develop federal, state, local, and international tax strategies for structuring, operating, buying and selling, and reorganizing businesses and investments in various assets, including real estate. Our lawyers also advise on complex corporate acquisitions and dispositions, financing techniques, and partnerships and other joint ventures.

The firm has a long-standing practice, representing hospitals and other exempt organizations, including private foundations. It assists clients in forming and operating tax-exempt organizations (including private foundations).

We resolve disputes with taxing authorities, including litigation in tax court and other federal and state courts, and stay abreast of proposed changes in tax laws and recommends proactive steps to avoid adverse tax consequences.

Murtha Cullina assists clients in developing federal, state, local and international tax strategies for structuring and documenting business transactions. Our attorneys bring to bear their thorough understanding of the legal and financial aspects of tax laws in a variety of business transactions, such as stock and asset acquisitions, tax-free corporate reorganizations, restructurings in workouts and bankruptcies, spin-offs and divestitures.

The firm has devoted special attention to minimizing the tax impact on its U.S. clients doing business abroad as well as foreign institutions transacting business in the U.S. Our lawyers have had considerable experience in international transactions involving U.S. real property that are subject to the Foreign Investment in Real Property Tax Act (FIRPTA) and are well versed in the portfolio interest exemption, the earnings stripping rules and the complex rules of attribution especially important in cross-border transactions.

International Tax Representative Matters:

  • Represented non-U.S. investor in connection with US tax issues arising from U.S. growth equity investment.
  • Represented foreign investment bank in connection with U.S. tax issues arising from multiple leveraged stock and asset acquisitions.
  • Represented non-U.S. investors in connection with equity and debt investment transaction structured to meet portfolio interest exemption and related rules.
  • Represented non-U.S. investors in connection with U.S. tax issues arising in connection with leveraged acquisition by joint venture of U.S. multifamily properties.
  • Represented non-U.S. investor with U.S. tax issues (including the portfolio interest exemption and related rules) arising from acquisition of U.S. warehouse properties.
  • Represented offshore investment bank in connection with tax issues arising from establishment of offshore private equity fund, including issues arising from tax exempt and pension plan investors.
  • Represented offshore investment bank in connection with U.S. tax issues arising from establishment of U.S. subsidiary and advising as to extent of U.S. operations to mitigate likelihood of effectively connected income.
  • Represented high net worth U.S. persons resident offshore with personal income tax issues.
  • Represented non-U.S. family office in connection with tax issues arising from U.S. private equity investment.

Our lawyers have experience in all phases of a wide range of investments, such as private equity and debt funds, structured finance transactions, real estate and alternative investments. The Firm structures legal entities, such as partnerships, limited liability companies and real estate investment trusts (REITs). Our attorneys also comprehensively review and draft from a tax perspective transactions and partnership agreements, limited liability company operating agreements and trust agreements and related documents.

Murtha has responded to the important legal issues affecting charitable institutions by forming a special practice group to service their unique needs. The Firm’s services include organizing tax-exempt organizations (including private foundations), obtaining and maintaining tax-exempt status and structuring and documenting tax-exempt financings. Our lawyers also advise charitable organizations and donors about outright and deferred gift-giving techniques and other important charitable contribution issues.

Murtha's tax lawyers handle matters that extend beyond the whole spectrum of business activities to include estate planning and personal tax planning. Our attorneys extend lifetime planning into consideration of the orderly and economic transfer of family wealth through proper estate planning using tools such as wills, revocable and irrevocable trusts, marital, credit shelter and generation skipping trusts and life insurance. Effective income, gift and estate tax strategies are vital to make best use of these tools.
 

Murtha Cullina resolves its many clients’ disputes with tax authorities, including litigation, both civil and criminal, in tax court and other federal and state courts. The Firm has also on many occasions assisted its clients in obtaining rulings and guidance from the IRS and various state authorities.

Description

Contact: Kenneth L. Levine

Murtha Cullina has an extensive and diverse tax practice representing a variety of business entities as well as individuals. Our practice focuses on creating tax efficiencies to satisfy our clients’ business and financial concerns. We develop federal, state, local, and international tax strategies for structuring, operating, buying and selling, and reorganizing businesses and investments in various assets, including real estate. Our lawyers also advise on complex corporate acquisitions and dispositions, financing techniques, and partnerships and other joint ventures.

The firm has a long-standing practice, representing hospitals and other exempt organizations, including private foundations. It assists clients in forming and operating tax-exempt organizations (including private foundations).

We resolve disputes with taxing authorities, including litigation in tax court and other federal and state courts, and stay abreast of proposed changes in tax laws and recommends proactive steps to avoid adverse tax consequences.

Murtha Cullina assists clients in developing federal, state, local and international tax strategies for structuring and documenting business transactions. Our attorneys bring to bear their thorough understanding of the legal and financial aspects of tax laws in a variety of business transactions, such as stock and asset acquisitions, tax-free corporate reorganizations, restructurings in workouts and bankruptcies, spin-offs and divestitures.

The firm has devoted special attention to minimizing the tax impact on its U.S. clients doing business abroad as well as foreign institutions transacting business in the U.S. Our lawyers have had considerable experience in international transactions involving U.S. real property that are subject to the Foreign Investment in Real Property Tax Act (FIRPTA) and are well versed in the portfolio interest exemption, the earnings stripping rules and the complex rules of attribution especially important in cross-border transactions.

International Tax Representative Matters:

  • Represented non-U.S. investor in connection with US tax issues arising from U.S. growth equity investment.
  • Represented foreign investment bank in connection with U.S. tax issues arising from multiple leveraged stock and asset acquisitions.
  • Represented non-U.S. investors in connection with equity and debt investment transaction structured to meet portfolio interest exemption and related rules.
  • Represented non-U.S. investors in connection with U.S. tax issues arising in connection with leveraged acquisition by joint venture of U.S. multifamily properties.
  • Represented non-U.S. investor with U.S. tax issues (including the portfolio interest exemption and related rules) arising from acquisition of U.S. warehouse properties.
  • Represented offshore investment bank in connection with tax issues arising from establishment of offshore private equity fund, including issues arising from tax exempt and pension plan investors.
  • Represented offshore investment bank in connection with U.S. tax issues arising from establishment of U.S. subsidiary and advising as to extent of U.S. operations to mitigate likelihood of effectively connected income.
  • Represented high net worth U.S. persons resident offshore with personal income tax issues.
  • Represented non-U.S. family office in connection with tax issues arising from U.S. private equity investment.

Our lawyers have experience in all phases of a wide range of investments, such as private equity and debt funds, structured finance transactions, real estate and alternative investments. The Firm structures legal entities, such as partnerships, limited liability companies and real estate investment trusts (REITs). Our attorneys also comprehensively review and draft from a tax perspective transactions and partnership agreements, limited liability company operating agreements and trust agreements and related documents.

Murtha has responded to the important legal issues affecting charitable institutions by forming a special practice group to service their unique needs. The Firm’s services include organizing tax-exempt organizations (including private foundations), obtaining and maintaining tax-exempt status and structuring and documenting tax-exempt financings. Our lawyers also advise charitable organizations and donors about outright and deferred gift-giving techniques and other important charitable contribution issues.

Murtha's tax lawyers handle matters that extend beyond the whole spectrum of business activities to include estate planning and personal tax planning. Our attorneys extend lifetime planning into consideration of the orderly and economic transfer of family wealth through proper estate planning using tools such as wills, revocable and irrevocable trusts, marital, credit shelter and generation skipping trusts and life insurance. Effective income, gift and estate tax strategies are vital to make best use of these tools.
 

Murtha Cullina resolves its many clients’ disputes with tax authorities, including litigation, both civil and criminal, in tax court and other federal and state courts. The Firm has also on many occasions assisted its clients in obtaining rulings and guidance from the IRS and various state authorities.

Back to Home Print Page Email Page
Follow Us
Facebook Linkedin Twitter