Tax

Bilzin Sumberg’s Tax 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

"Not only are they really intelligent, but they also come up with really good solutions for clients and are very responsive to clients' needs."

- Chambers USA 2017
INSIGHTS

On November 2nd and 3rd Bilzin Sumberg hosts its first annual International Tax & Wealth Planning Conference. The conference covers current topics such as U.S. income tax planning for bona fide residents of Puerto Rico, cross-border tax planning using Malta pension plans, the use of private trust companies in the U.S. and abroad, and pre-immigration planning for EB-5 investor visas and beyond.

Speaking Engagement November 03, 2017
Hal J. Webb speaks at Bilzin Sumberg's International Tax & Wealth Planning Conference. He discusses private trust companies and covers issues related to having a director who is both a U.S. person and a beneficiary of a trust for which the private trust company serves as trustee.

Chambers Global 2017 ranks Bilzin Sumberg among the top 20 law firms worldwide for International Private Client Services.

RELATED PEOPLE
Richard M. Goldstein

Richard M. Goldstein

Partner, Tax and Estate Planning Group Chair

Megan D. Ferris

Associate

Mildred Gomez

Partner

Sarah B. Jacobson

Associate

Joshua Kaplan

Partner

Steven D. Lear

Partner

Seth J. Mersky

Associate

David S. Resnick

Associate

Samuel C. Ullman

Consulting Counsel

Hal J. Webb

Partner
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