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 80 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
Richard H. Bamberger Partner Cleveland
John D. Bates Partner Washington, D.C.
Edward J. Beckwith Partner Washington, D.C.
Jennifer E. Benda Counsel Denver
Scott J. Bent Associate Columbus
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.
Thomas S. Campanella Of Counsel Cleveland
Jessica Captain Novick Partner 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
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
Susan N. Lubow Partner Columbus
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.
Daniel M. McClain Associate Cleveland
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.
Lisa A. Roberts-Mamone Partner Cleveland
Kevin G. Robertson Partner Cleveland
Barry R. Robinson Partner Columbus
Daniela Ronchetti Associate Denver
Gregory S. Saikin Partner 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 
    • Among the leading practices in the District of Columbia
    • Nine partners ranked among California, Ohio, and Washington, DC, offices
  • "Best Law Firms" 2014: National Tier 1 Ranking in the areas of Litigation – Tax, Tax Law and Trusts & Estates Law from U.S. News – Best Lawyers®.
  • The Best Lawyers in America© 2014: Twenty-seven partners were selected by their peers for inclusion in various tax-related fields.
  • Who’s Who Legal 2013 recognized two partners in the area of Corporate Tax.

News

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In The Blogs

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Global Tax Enforcement
Appeal of Tax Court Decision Focuses on Foreign Tax Credit, Tests Scope of U.S.-France Totalization Agreement
April 23, 2015
Briefing is underway in an appeal by two taxpayers—a married couple with dual citizenship in the United States and France—of a U.S. Tax Court decision denying them foreign tax credits for money they contributed to social security payments...
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Global Tax Enforcement
Julius Baer Likely Next to Settle U.S. Tax Allegations
April 21, 2015
During a meeting with shareholders on April 15, Daniel Sauter, Chairman of Julius Baer Group Ltd., said the bank was at “an advanced stage of talks” with U.S. authorities. The U.S. Department of Justice has been investigating Julius Baer...
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Global Tax Enforcement
Taxpayer Advocate Recommends Ways for IRS to Simplify Foreign Asset Reporting
April 20, 2015
The National Taxpayer Advocate made three specific recommendations to the IRS last week to try to simplify the process for reporting foreign assets. For several years the National Taxpayer Advocate has complained that the disclosure...
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Global Tax Enforcement
Tax Day – Don’t forget your Offshore Disclosure Requirements
April 15, 2015
On Tax Day it is a helpful reminder that a variety of income tax reporting obligations are associated with offshore assets. Any ownership of an asset that gives rise to income when those assets are located outside of the United States may...
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WealthDirector
Bitcoin and the Like: Tax Considerations
April 1, 2015
Virtual currency is a new, untested, and unregulated asset. The Internal Revenue Service (IRS) defines “virtual currency” as a digital representation of value that functions as a medium of exchange, a unit of account, and/or a store of...
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