Tax
The partners are able to solve unimaginable problems. It is my go-to law firm for complex problems in the USA."
- CHAMBERS USA
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
The One Big Beautiful Bill Act (OBBBA) introduces major international tax changes impacting U.S. taxpayers with cross-border interests and foreign investors. Key updates include the overhaul of GILTI and FDII, new rules for CFC ownership and income inclusion, and changes to interest deduction limita...
The enactment of the One Big Beautiful Bill Act (“OBBBA”) on July 4, 2025 is the first key piece of tax legislation passed during President Trump’s second administration. While preserving much of the structure established under the Tax Cuts and Jobs Act (“TCJA”) enacted...
In Huang v. United States, the District Court denied the IRS’s motion to dismiss a taxpayer’s refund suit challenging penalties for failing to timely file Form 3520. The case notably acknowledges that reliance on tax preparation software—traditionally a weak defense—may contr...
Four Bilzin Sumberg Tax Partners have been named to Lawdragon’s inaugural 500 Leading Global Tax Lawyers for 2025, recognizing their knowledge and success in Tax Law.
Bilzin Sumberg is proud to announce that all of its practice groups, and more than half of its partners, have been recognized in the 2025 edition of Chambers USA, one of the legal industry’s most prestigious and trusted publications.
Shawn Wolf moderates Market Pulse: National Economic & Capital Markets Briefing for STEP Miami’s June webinar. The panel discusses recent government insights on monetary policy, capital market controversies, and trade dynamics.
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