There are few subjects that are more controversial than taxes. The mention of taxes evokes responses that range from patriotic to emotional. Tax law is highly complex, constantly changing, and touches virtually every area of the law — from transactions to litigation. You need experienced and sophisticated tax counsel that is well-integrated with the other practices you use at Mintz Levin because you also need an efficient solution to your tax issues. After all, you’ve got business to attend to.

Whether you need advice on structuring a transaction, representation in civil or criminal tax controversies, or assistance with a structured settlement, we can help. We address tax issues at the local, state, and federal levels. Our clients include C-level executives, other professional services firms, entrepreneurs, businesses at all stages of development, foreign investors, real estate developers, mutual funds and mutual fund managers, and publicly held companies — virtually anyone who someday might face an IRS, Treasury Department, or other agency inquiry.

Quick Facts

  • International, federal, state, and local tax advice
  • Regularly serve as special tax counsel to other law firms, accounting firms, and investment banks
  • Strong involvement in tax legislation and regulation
  • Assist clients in structuring legislative proposals and presenting them to Congress, the Treasury Department, the Internal Revenue Service, other agencies, and industry coalitions

Areas of Focus

  • Closely held businesses
    • Form of organization for enterprises
    • Executive compensation packages
    • Business tax planning and estate planning
  • Energy tax transactions
    • New market tax credits
    • Section 1603 cash grants and investment tax credits
    • Production tax credits for renewable power and biofuels
    • Tax structures for energy transactions
  • International taxation
    • Tax and corporate structuring
  • Leasing and project finance
  • Mutual funds
  • Partnerships and joint ventures
    • Partnerships including limited liability companies
  • Private equity
  • Public finance service
    • Bond counsel, underwriter’s counsel, purchaser’s counsel, and counsel to letter-of-credit issuers
    • Government and private entities and 501(c)(3) organizations
  • Publicly held companies
    • Domestic and foreign experience in acquisitions, recapitalizations, restructurings, and workouts
    • Employee benefits
    • Executive compensation
    • Pension, profit-sharing, and employee stock ownership (ESOP) plans
  • Real estate tax
    • Real estate developers, public corporations, and real estate investment trusts (REITs)
  • Rulings
  • State taxation
    • Tax planning strategy development
    • Represent banks in connection with taxation of foreign-derived income, legislative proposals, and the classification of banking entities as in-state or out-of-state for purposes of the differential tax rate
  • Tax controversy and dispute resolution
    • Individual and corporate
    • Tax court, federal district court, claims court, and appellate experience
  • Tax-exempt entities
  • Tax insurance
    • Due diligence and insurance programs

Rankings & Recognitions

  • Attorneys listed in Best Lawyers in America, Massachusetts Super Lawyers, and Southern California Super Lawyers

Representative Experience

  • Advised a multibillion-dollar international corporation on deferred compensation and taxation issues.
  • Assisted the owners of a biotechnology company on the design and implementation of a tax-compliant bonus plan for its key executives in connection with a sale of the company to a strategic buyer and assisted the executives in obtaining the owners’ consent to the payments to avoid the golden parachute excise tax.
  • Supreme Court decision upholding the constitutionality of state tax exemptions for municipal bonds, in which Justice Souter’s majority opinion repeatedly cited the amicus brief that we submitted on behalf of a national professional organization.

Clients We Serve

  • Corporate clients
  • Litigation clients to assist with structuring and managing settlements and judgments
  • Other professional services firms, including accounting and law firms
  • Investment banks
  • C-level executives
  • Individuals facing IRS, Treasury, or other agency inquiries