Morgan Holtman has significant experience with the tax aspects of business planning, structuring transactions and restructuring business enterprises, particularly with respect to passthrough entities.
Morgan’s practice focuses on transactional tax planning for, and tax controversy representation of, corporations, partnerships and other entities in a variety of contexts, including acquisitions, dispositions and restructurings. She has extensive experience in partnership taxation across a variety of industries and in domestic and cross-border contexts, with particular emphasis on complex equity structures, partnership restructurings and mergers and acquisitions.
Drawing on nearly two decades of experience in the national office of a Big Four accounting firm and an Am Law 50 law firm, Morgan knowledgeably counsels clients on domestic and cross-border transactional matters, including with respect to partnerships, limited liability companies and S corporations; partnership formation, distribution and liquidation; partnership mergers, conversions and restructurings; transfers of intangibles and the impact of tax legislation.
Morgan is a frequent speaker at tax conferences and seminars and is an adjunct professor for the Villanova University Law School Graduate Tax Program.