Tax

Overview

"A comprehensive and highly accomplished practice with proven tax advisory and transactional skills. Practice also covers the spectrum of controversy mandates, including SALT matters. Attracts an impressive multinational client base, including major blue-chip corporations and nonprofits. Additional strength in wealth management concerns."

– Chambers USA 2022

For more than 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 17 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.

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.

Federal Policy: BakerHostetler’s Federal Policy team is a leading provider of federal government affairs consulting and lobbying services. Our team includes two former Members of Congress – one Republican, one Democrat – as well as former senior congressional and committee staff and former executive branch officials. Global corporations and startup firms turn to us because we provide clients with careful, competent counsel and because of our solid record of accomplishment advocating to shape policy outcomes on Capitol Hill and in the Trump administration.

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
Associate Cleveland
Partner Washington, D.C.
Partner Columbus
Counsel Cleveland
Of Counsel Washington, D.C.
Counsel Cleveland
Counsel Denver
Partner Cleveland
Associate Washington, D.C.
Partner Washington, D.C.
Of Counsel Washington, D.C.
Associate Cleveland
Associate Cleveland
Partner Orlando
Counsel Columbus
Partner Washington, D.C.
Partner Washington, D.C.
Counsel Cleveland
Partner Cleveland
Partner Washington, D.C.
Partner Cleveland
Associate Columbus
Associate Denver
Partner Columbus
Senior Advisor Atlanta
Senior Advisor for Government Relations
Senior Advisor for Government Relations Columbus
Partner Cleveland
Senior Advisor Washington, D.C.
Partner Washington, D.C.
Partner Cleveland
Partner Dallas
Associate Denver
Senior Advisor Washington, D.C.
Partner Denver
Senior Advisor Atlanta
Partner Atlanta
Partner Washington, D.C.
Senior Advisor Washington, D.C.
Partner Columbus
Partner Cleveland
Partner Cleveland
Partner Washington, D.C.
Partner Cleveland
Associate Cleveland
Staff Attorney New York
Associate Denver
Partner Cleveland
Partner New York
Partner Costa Mesa
Counsel Washington, D.C.
Associate Washington, D.C.
Senior Advisor Washington, D.C.
Partner Cleveland
Counsel Cleveland
Partner Washington, D.C.
Associate Columbus
Partner Cleveland
Partner Washington, D.C.
Partner Cleveland
Of Counsel Cleveland
Counsel Cleveland
Partner Houston
Chairman Washington, D.C.
Of Counsel Philadelphia
Partner Cleveland
Senior Advisor Washington, D.C.
Partner New York
Partner Dallas
Partner Denver
Associate Cleveland
Partner Denver
Counsel Cleveland
Associate Cleveland
Partner Cleveland
Partner Cleveland
Senior Advisor Washington, D.C.
Associate Orlando
Partner Cleveland
Partner Cleveland
Associate Costa Mesa
Partner Denver
Staff Attorney Cleveland
Partner Columbus
Partner Cleveland
Partner Costa Mesa

Recognition

  • Chambers USA
    • Tax Controversy ‒ Nationwide (2014 to 2021)
    • Tax ‒ District of Columbia (2010 to 2021)
    • Tax ‒ Ohio (2021)
  • The Legal 500 United States
    • Tax ‒ International Tax (2014 to 2021)
    • Tax ‒ US Taxes: Contentious (2019 to 2021)
    • Tax ‒ US Taxes: Non-Contentious (2015 to 2021)
  • U.S. News – Best Lawyers “Best Law Firms”
    • Litigation – Tax: National (2012 to 2021); Columbus (2022); Denver (2012 to 2022); Washington, D.C. (2012 to 2021)
    • Tax Law: National (2012 to 2022); Atlanta (2018 to 2022); Cleveland (2011 to 2022); Dallas/Fort Worth (2022); Denver (2011 to 2022); Columbus (2015 to 2022); Costa Mesa (2017 to 2022); Washington, D.C. (2011 to 2022)
  • Recognized as one of the top law firms for client service, BakerHostetler was named to the 2020 BTI Client Service 30 for the sixth consecutive year.

News

News

Press Releases

Publications

Alerts

Articles

Podcasts

Key Contacts

Blog

In The Blogs

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Ohio Clock
Overview of the Inflation Reduction Act's Methane Tax
By Bailey A. Bridges, L. Poe Leggette
January 13, 2023
Part I of this three-part methane update discussed the state of substantive methane regulation in the United States and touched on the Inflation Reduction Act’s (“IRA” or “the Act”) addition of Section 136 to the Clean Air Act. This Part...
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Ohio Clock
2023 BakerHostetler Congressional Calendar
By Adam J. Higgins
December 14, 2022
Congressional leaders finalized the 2023 legislative calendar, and once again we’re pleased to share with you the 2023 BakerHostetler Congressional Calendar. Click here to download your ready-to-print, one-page combination House and Senate...
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Ohio Clock
DOJ, SEC Crypto Insider Trading Charges Rock Blockchain Industry
By Kevin R. Edgar
July 26, 2022
The Federal Policy team’s Kevin Edgar co-authored an important alert about the first insider trading cases involving cryptocurrency – a set of civil and criminal charges that have sent shockwaves throughout the blockchain industry. What...
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Ohio Clock
The Weekly Hill Update - July 25
By Adam J. Higgins
July 25, 2022
Below is this week’s congressional update by BakerHostetler’s Federal Policy team. We’ll continue to post in weeks when both chambers of Congress are in session. HEADLINES Capitol Hill is facing a legislative crunch as Democratic leaders...
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Blockchain Monitor
The IRS's ‘Operation Hidden Treasure': What it Means for Crypto Holders
By Nicholas C. Mowbray
April 18, 2022
In a recent article on Decrypt, Counsel Nicholas Mowbray discusses the IRS’s recently launched “Operation Hidden Treasure,” and how it could affect holders of cryptocurrency. Click here to read the original article on Decrypt.… Continue...
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