Tax
"They've done things so many times before, they know what to expect and how to be nimble in getting to the final goal."
- CHAMBERS USA source
Bilzin Sumberg’s Tax & Private Wealth Group develops and implements creative yet pragmatic tax-sensitive strategies and solutions for complex mergers, sales and acquisitions, joint ventures, cross-border transactions, public-private partnerships, reorganizations and real estate transactions.
Additionally, our transactional tax lawyers provide practical, client-focused advice on various federal and state tax matters, including:
- Pre-Transaction Planning
- Business Entity Selection
- Executive Compensation
- Private Equity Fund Formation
- Tax Controversies
- Wealth Transfer
EXPERIENCE
Representation of major tax-exempt hospital system in connection with an Internal Revenue Service examination of its federal income tax returns. The coordinated four-year examination of the organization, which operated a group of hospitals and related out-patient facilities, presented many challengi...
Representation of taxpayers before the Internal Revenue Service, including tax shelters and penalty abatement.
Appointed tax counsel to SunCruz Casinos LLC, a "cruises to nowhere" gaming business, in its chapter 11 bankruptcy proceeding.
Advised on tax controversy matter in litigation involving the separation of nearly 20 Florida real estate properties valued at almost $1 billion. Representation included an analysis of the amount of built-in gain for each property, as well as the tax characterization and the allocation of settlement...
Advised Rialto Capital and Lennar Corporation in connection with the formation of two funds: (1) Rialto Real Estate Fund, LP, a $700 million closed-end real estate investment fund focused on distressed real estate investments, and (2) Rialto Real Estate Fund II, LP, a $1 billion real estate investme...
Assisted with the formation of a Real Estate Investment Trust (REIT) as an investment vehicle for third-party investors seeking to invest in United States real estate. Representation included restructuring five existing investment funds to allow for the consolidation of all of the funds' investments...
INSIGHTS
With economic uncertainty rising and the TCJA's gift and estate tax exemption set to sunset at the end of 2025, high net worth families should act now to leverage planning strategies. Depressed asset values, high interest rates, and potential tax changes make this a critical window to transfer wealt...
Ryan J. Coyle moderates Global Spotlight Session 2: Brazil, Chile and Italy at Bilzin Sumberg’s 8th Annual International Tax & Wealth Planning Conference. This panel covers the most important considerations for cross-border tax and estate planning for Brazilian, Chilean, and Italian indivi...
Ryan J. Coyle serves as a guest speaker on the podcast “UK USA” where he discusses the unique challenges faced by LGBTQ families protecting their assets in an international context.
On March 21, 2025, FinCEN issued an Interim Rule that significantly narrows the scope of the Corporate Transparency Act. Under the new rule, domestic entities and U.S. persons are no longer required to file beneficial ownership reports, and enforcement against them has been suspended. Only certain f...
Alex Denault serves as a speaker for the STEP Miami webinar entitled “Concierge Healthcare for Global Families,” where he discusses the legal and tax issues for global families in planning for their healthcare needs.
Ryan J. Coyle moderates a tax updates panel at the International Bar Association’s 30th Annual International Private Client Tax Conference.
RELATED PEOPLE
Chair, Tax & Private Wealth
Practice Group Leader, Tax & Private Wealth
Partner
Associate
Partner
Partner
Partner
Of Counsel
Partner
Partner
Partner
Partner
Associate
Partner
Related Practices