Tax

For almost 100 years, the attorneys at BakerHostetler have helped clients effectively manage one of their most significant costs—taxes—by providing clients with sound and practical advice in federal, international, employee benefits, private wealth, tax exempt, and state and local tax matters.

With more than 75 attorneys serving 14 offices, BakerHostetler’s Tax Group is one of the legal profession's strongest. Clients rely on us for effective, practical judgment and technical advice and structuring tax-efficient transactions in arranging business operations to minimize compliance burdens and optimize tax synergies. We also routinely handle federal, state and local tax controversies including tax litigation. Our international tax practice helps companies plan and implement global tax strategies around the world. We complement our planning and controversy practices with an active rulings practice, regularly obtaining private rulings on behalf of clients in complicated merger and acquisition transactions, joint ventures, spin-offs, accounting methods, and similar issues.

Members of our team have served in senior positions at the Department of Treasury, the IRS, the Department of Justice, the Joint Committee on Taxation, and on Capitol Hill. Our tax attorneys also serve the academic community and the legal profession as adjunct professors, tax committee chairs, and officers of various tax organizations. Twenty-four of our team members are listed in U.S. News & World Report’s Best Lawyers, with four earning “Lawyers of the Year” awards. Our Tax team is also ranked in Chambers USA and in Who’s Who in Legal in “Corporate Tax.”

We understand that in tax law, facts matter. Our attorneys are committed to providing responsive service to our clients and to establishing the long-standing, deep client relationships necessary to enable us to command the facts necessary for effective counsel and representation in tax planning and controversy matters.

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Clients of all sizes—from high net-worth individuals and closely-held businesses, to Fortune 100 multinational firms—benefit from our extensive experience in a wide range of areas, including:

Transactional Tax: Our team advises the owners and operators of market leading businesses on the federal, international, state, and local tax implications of their mergers, acquisitions, spin-offs, asset sales, public offerings, and other transactions.

Tax Controversy and Litigation: Our team analyzes each unique situation at the onset, and strategizes solutions based on extensive experience and keen understanding of issues. We routinely resolve issues at IRS Appeals, but also regularly litigate on behalf of taxpayers when necessary. We also have managed controversy and litigation on a global basis against tax authorities in other jurisdictions.

International Tax: We advise U.S.-based multinationals and private equity funds on global planning and strategies, and foreign based multinationals on U.S. inbound tax issues. We have active international tax matters touching every major region of the world.

Government Policy, Legislative and Regulatory: Our team, which includes former members of Congress and a former U.S. Ambassador, works with clients to draft legislation and shape regulations that impact their bottom line. We regularly work with the tax writing committees of the House and Senate, as well as the Treasury and the IRS. We are also uniquely qualified to assist clients on matters of international diplomacy.

Employee Benefits and Executive Compensation: We develop, maintain, and ensure that benefit and compensation programs meet business objectives and attract a productive workforce and are on the cutting edge of current issues such as Health Care Reform and the Affordable Care Act.

Private Wealth: Ultra high-net worth individuals and closely-held family businesses rely on us to create and sustain sophisticated and successful wealth-management and preservation strategies.

Tax-Exempt Organizations and Charitable Giving: Our attorneys understand the myriad regulatory and compliance challenges of charitable giving in an increasingly regulated and growing sector.

Criminal Tax Defense: Our team represents individuals and entities facing some of the government’s most complex criminal tax investigations and prosecutions.

State and Local Tax: Clients benefit from our focus on the successful negotiation of disputes, favorable reductions in audit adjustments, and successful litigation. We are on the forefront of legislative issues impacting our clients on the state and local level and also regularly assist clients in obtaining state and local tax incentives and credits where available.

Professionals

Name Title Office Email
Dana Rountree Andrassy Partner Cleveland
Oakley V. Andrews Partner Cleveland
Richard H. Bamberger Partner Cleveland
John D. Bates Partner Washington, D.C.
Edward J. Beckwith Partner Washington, D.C.
Jennifer E. Benda Counsel Denver
Edward J. Bernert Partner Columbus
John W. Boyd Counsel Cleveland
E. Mark Braden Of Counsel Washington, D.C.
Leslie W. Bradenham Associate Washington, D.C.
Lisa M. Burkdall Counsel Costa Mesa
Thomas S. Campanella Of Counsel Cleveland
Jessica Captain Novick Associate Orlando
Neil Carrey Of Counsel Los Angeles
James P. Casey Associate Costa Mesa
William J. Culbertson Counsel Cleveland
Leah E. DeLancey Partner Costa Mesa
Ashley L. Dietrich Associate Denver
Janny M. Duong Associate Costa Mesa
Jeffry J. Erney Partner Cleveland
Jennifer L. Eschedor Counsel Cleveland
Andrew M. Ferris Partner Columbus
Christopher D. Fidler Partner Columbus
Robert R. Galloway Partner Cleveland
Theodore Z. Gelt Of Counsel Denver
Ellen E. Halfon Counsel Cleveland
Michelle M. Hervey Partner Cleveland
Susan Whittaker Hughes Associate Cleveland
Nicole S. Jefferson Associate Washington, D.C.
Herbert W. Kalmbach Of Counsel Costa Mesa
Kelvin M. Lawrence Associate Columbus
Robert K. Lease Partner Cleveland
John R. Lehrer II Partner Washington, D.C.
Gordon F. Litt Partner Columbus
Allen J. Littman Counsel Washington, D.C.
Sarah K. Ma Associate Washington, D.C.
Chad W. Makuch Associate Cleveland
Raymond M. Malone Partner Cleveland
Ruth Ann Maloney Partner Cleveland
James N. Mastracchio Partner Washington, D.C.
Tom McDonald Partner Washington, D.C.
John J. McGowan Jr. Partner Cleveland
Naomi Meisels Staff Attorney New York
Jennifer A. Mills Partner Cleveland
Jay R. Nanavati Counsel Washington, D.C.
Christina Novotny Associate Cleveland
W. James Ollinger Partner Cleveland
Michael G. Oxley Of Counsel Washington, D.C.
Jeffrey H. Paravano Partner Washington, D.C.
Georgeann G. Peters Partner Columbus
Edward G. Ptaszek Jr. Partner Cleveland
Sally Yuanyuan Qin Associate Washington, D.C.
Matthew S. Raymer Associate Washington, D.C.
Lisa A. Roberts-Mamone Partner Cleveland
Kevin G. Robertson Partner Cleveland
Barry R. Robinson Partner Columbus
Daniela Ronchetti Associate Denver
Gregory S. Saikin Counsel Houston
Anthony J. Scaletta Partner Orlando
George W. Schein Associate Columbus
Paul M. Schmidt Partner Washington, D.C.
William H. Schweitzer Partner Washington, D.C.
Steven W. Sebastian Associate Columbus
Mark D. Senff Partner Columbus
Hewitt B. Shaw Partner Cleveland
Elizabeth Ann Smith Partner New York
Michelle M. St. Pierre Partner Denver
Michael R. Stiff Partner Denver
David J. Strauss Partner Cleveland
Raymond L. Sutton Jr. Partner Denver
Christopher J. Swift Partner Cleveland
Alexander J. Szilvas Partner Cleveland
Joseph F. Verciglio Partner Cleveland
Nathan F. Ware Partner Cleveland
Samantha M. White Associate Denver
Diane D. Wilcox Staff Attorney Cleveland
Stacy E. Wilhite Partner Columbus
Leigh Ann Wilson Partner Columbus

Recognition

  • Chambers USA 2014 ranks BakerHostetler's Tax practice among the leading practices in the District of Columbia.
  • Chambers USA 2014 ranks nine BakerHostetler Tax partners among our California, Ohio, and Washington, DC, offices.
  • BakerHostetler received a 2014 "Best Law Firms" National Tier 1 Ranking in the areas of Litigation – Tax, Tax Law and Trusts & Estates Law from U.S. News – Best Lawyers®.
  • Twenty-seven partners were selected by their peers for inclusion in The Best Lawyers in America© 2014 in various tax-related fields.
    Copyright 2013 by Woodward/White, Inc., of Aiken, SC.
  • 2013 Who’s Who Legal recognized two Tax partners in the area of Corporate Tax.

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In The Blogs

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Global Tax Enforcement
Treasury’s FinCEN Proposes Rules Forcing U.S. Financial Institutions to Collect Data for FATCA Reciprocity
July 31, 2014
On July 30, 2014, the Treasury Department’s Financial Crimes Enforcement Network (“FinCEN”) proposed rules requiring U.S. financial institutions to collect “Customer Due Diligence” information, including identifying the true beneficial...
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WealthDirector
Colorado Court Leaves Valuation Question Unanswered When Valuing GRAT Appreciation
July 1, 2014
On March 20, 2014, the Colorado Court of Appeals, in Malias v. Malias, upheld the trial court’s determination that grantor retained annuity trust (GRAT) remainder interests were “property interests” for property division purposes,  and the...
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Global Tax Enforcement
China and U.S. Conclude FATCA IGA In Substance
June 27, 2014
On June 26, 2014, China and the United States agreed on a Model 1 FATCA IGA.  The Treasury did not say whether the agreement would be reciprocal.  The IGA comes just in time for the July 1 start of 30 percent withholding on FDAP payments...
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Global Tax Enforcement
Former Head of DOJ Tax Division Warns Taxpayers to Think Twice Before Choosing New Streamlined Procedures
June 25, 2014
Former DOJ Tax Division AAG Kathy Keneally warned on June 24, 2014, that taxpayers should think carefully before signing a certification of non-willfulness and entering the IRS’s new Streamlined Filing Compliance Procedures.  The...
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Global Tax Enforcement
IRS Announces Major Changes to OVDP
June 20, 2014
On June 18, 2014, the IRS announced major changes to the OVDP, including a major expansion of the so-called Streamlined Program and an increased penalties for taxpayers who held accounts at banks that are under criminal investigation. ...
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Highlights:
25th Annual Legislative Seminar