Representative Matters

• Assisted a national hotel chain with entering into a Voluntary Disclosure Agreement with the City of Philadelphia that resulted in tax, penalty, and interest savings exceeding $1M.
• Assisted a family printing business obtain a $400K refund of Pennsylvania Sales Tax.
• Assisted a national telecommunications company obtain a multi-million dollar sales tax refund related to several state and local jurisdictions.
• Assisted a variety of manufacturing entities obtain refunds of Pennsylvania Capital Stock/Foreign Franchise Tax by employing alternative apportionment methodologies.
• Assisted a national financial institution with utilizing net operating losses to obtain a federal tax refund in excess of $16M.
• Assisted a Pennsylvania-based corporation settle a New Jersey Corporation Business Tax dispute related to Lanco, Inc. v. Director, Division of Taxation, which resulted in a tax, penalty, and interest savings exceeding $650K.
• Assisted a Pennsylvania-based corporation resolve a Delaware Unclaimed Property audit that resulted in savings of approximately $300K.
• Assisted the law department of a financial institution with the resolution of various state registration and licensing issues and provided tax planning associated with repossession transactions and REO properties.
• Assisted a New Jersey-based restaurant owner negotiate the sale of her business.
• Performed analysis of M&A transactions for the Corporate Finance Department of a Pennsylvania-based corporation, and made recommendations regarding the tax impact of various deal structures.
• Assisted various clients with the resolution of Philadelphia Code Enforcement Complaints, prepared appeals and argued client positions at administrative hearings before the Philadelphia Tax Review Board, the Pennsylvania Board of Appeals, and the Pennsylvania Board of Finance and Revenue, the New Jersey Department of Revenue and represented clients during various state income, franchise, and sales and use tax audits.
• Assisted various clients with Tax and Estate Planning including preparation of Wills, Medical and Financial Powers of Attorney, Living Will/Advanced Health Care Directives, and various Trusts.
• Represented an international accounting firm and various individual partners relating to a Pennsylvania tax assessment that resulted in a tax savings of approximately $1M.
• Assisted clients with starting and forming new businesses, including choice of entity decisions, state of incorporation decisions, with filing required state registrations with the Secretary of State, and federal and state tax registrations and elections, and drafting various documents for partnerships, corporations, and LLCs.
• Assisted in settlement negotiations regarding client’s malpractice action against prior accountant relating to tax services.