Tax

Overview

For 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 70 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-eight 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
Partner Cleveland
Partner Washington, D.C.
Associate Denver
Partner Washington, D.C.
Associate Columbus
Partner Columbus
Counsel Cleveland
Of Counsel Washington, D.C.
Of Counsel Cleveland
Partner Orlando
Of Counsel Los Angeles
Associate Costa Mesa
Counsel Cleveland
Senior Advisor Cleveland
Counsel Cleveland
Senior Advisor Washington, D.C.
Partner Columbus
Associate Washington, D.C.
Partner Cleveland
Of Counsel Denver
Counsel Cleveland
Counsel Denver
Partner Cleveland
Senior Advisor Washington, D.C.
Associate Cleveland
Partner Philadelphia
Senior Advisor Washington, D.C.
Partner Atlanta
Associate Denver
Associate Columbus
Associate Costa Mesa
Partner Washington, D.C.
Partner Columbus
Partner Columbus
Associate Cleveland
Partner Cleveland
Partner Cleveland
Associate Cleveland
Partner Washington, D.C.
Partner Cleveland
Counsel Cleveland
Staff Attorney New York
Partner Cleveland
Senior Advisor Washington, D.C.
Counsel Cleveland
Partner Cleveland
Senior Advisor Washington, D.C.
Partner Washington, D.C.
Partner Columbus
Partner Cleveland
Associate Washington, D.C.
Partner Cleveland
Partner Cleveland
Partner Columbus
Counsel Cleveland
Partner Houston
Associate Columbus
Partner Washington, D.C.
Partner Cleveland
Senior Advisor Washington, D.C.
Partner New York
Staff Attorney Cleveland
Partner Denver
Partner Cleveland
Partner Denver
Partner Cleveland
Partner Cleveland
Partner Cleveland
Partner Cleveland
Partner Denver
Staff Attorney Cleveland
Partner Columbus
Associate Cleveland

Recognition

  • Chambers USA:
    • Tax in the District of Columbia (2010 to 2017)
    • Recognized Practitioner: Nationwide Tax: Controversy (2014 to 2017)
  • The Legal 500 United States
    • Tax: Taxes: Non-contentious (2015, 2016)
    • Tax: International tax (2014 to 2016)

  • BTI Client Service 30: BakerHostetler advanced 19 positions to #9 (2016)
  • U.S. News - Best Lawyers "Best Law Firms" (2016)
    • Employee Benefits (ERISA) Law: National Tier 3
    • Litigation - ERISA: National Tier 3
    • Litigation - Tax: National Tier 1
    • Tax Law: National Tier 1
    • Trusts & Estates Law: National Tier 1
      • "Law Firm of the Year"
  • The Best Lawyers in America© (2016)
    • 5 lawyers named in Employee Benefits (ERISA) Law
    • 1 lawyer named in Government Relations Practice
    • 2 lawyers named in Litigation - ERISA
    • 3 lawyers named in Litigation - Trusts & Estates
    • 3 lawyers named in Litigation & Controversy - Tax
    • 2 lawyers named in Non-Profit / Charities Law
    • 13 lawyers named in Tax Law
    • 11 lawyers named in Trusts and Estates
  • Who’s Who Legal 2013 recognized two partners in the area of Corporate Tax.

News

News

Press Releases

Publications

Alerts

Articles

Key Contacts

Blog

In The Blogs

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WealthDirector
Tax Season Is in Full Swing: Beware of the W-2 Spear Phishing Scam
January 27, 2017
By Patrick H. Haggerty Editor’s Note: This blog post is a joint submission with BakerHostetler’s Data Privacy Monitor blog. Last year we saw an unprecedented number of companies of all sizes fall victim to a W-2 spear phishing scam. The...
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WealthDirector
Same-Sex Spouses Authorized to Recalculate Transfer Tax Treatment of Prior Gifts and Bequests
January 20, 2017
The IRS recently issued Notice 2017-15 to provide same-sex spouses relief to recalculate the federal estate, gift and generation-skipping transfer (GST) tax treatment of gifts and bequests made before the Defense of Marriage Act (DOMA) was...
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WealthDirector
The Impending Death of the Stretch IRA?
November 10, 2016
It can, at times, seem like a fool’s errand to focus too closely on specific provisions contained in proposed legislation. As any casual observer of Congress can attest, committee proposals frequently die unenacted or undergo significant...
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WealthDirector
IRS Revenue Procedure Confirms IRS Will Respect QTIP Elections When Portability Elections Also Made
By Amanda K. Baker
October 24, 2016
The IRS resolved an important issue when it issued Revenue Procedure 2016-49, effective September 27, 2016, clarifying that the IRS would not disregard qualified terminable interest property (QTIP) elections for estates that also made a...
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WealthDirector
IRS Regulations Clarify Definition of Spouse for Federal Tax Purposes in Light of Obergefell v. Hodges
By Amanda K. Baker
October 18, 2016
The IRS has issued final regulations clarifying the definitions of “spouse,” “husband,” “wife,” and “husband and wife” for federal tax purposes. The final regulations now define “spouse,” “husband” and “wife” as any individual lawfully...
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