Cases
Representative Matters: Business Planning
Operation: business entity selection
formation, closely-held
family businesses, corporate governance, executive compensation, employment law, regulatory compliance, E-commerce, commercial transactions, information technology, international business transactions, joint ventures, business succession planning, dissolution
winding up.
Securities, Corporate Governance, Private
Public Finance : private equity
venture capital transactions, securities reporting
compliance, investment adviser
broker-dealer regulation, tax credit financing, government
nonprofit governmental purpose
private activity bond financing, public-private partnerships.
Mergers & Acquisitions: private
public mergers, stock transactions, asset purchases, joint ventures, tender offers, proxy contests
divisional transactions, employee benefits in mergers, acquisitions
divestitures.
Employee Benefits: executive compensation planning
agreements, for-profit
non-profit executive deferred compensation arrangements
plan funding, qualified benefit plan
trust design
administration, welfare benefit arrangements, fiduciary
regulatory compliance
reporting, IRS
DOL audits
appeals, plan mergers, spin-offs
transfers, plan termination.
Tax
Estate Planning : domestic
international corporate tax, partnership/LLC tax, tax exempt
charitable organizations, state
local tax, tax credit financing
transactions, tax examinations
litigation, estate
gift tax
planning, lifetime gifting, wills, trusts,
family LLCs.