Client Collaborations
All Representative Cases
Drafted an amicus curiae brief on behalf of a non-profit tribal organization in Agua Caliente Band of Cahuilla Indians v. Riverside County.
Advised alternative energy client with respect to the use of state and federal tax incentives related to the development of an alternative energy project. Issues included ownership structure, conversion of incentives to equity, related tax concerns, and application for incentives.
Assisted client with development of multimillion-dollar project funded in part with New Markets Tax Credits.
Worked with executive director and founder of a local charity as it addressed reviews by the IRS and Oregon’s Charitable Activities Division of the Department of Justice.
Supervised a team challenging a loss of property tax exemption in Oregon Tax Court on behalf of a charity client.
Handled appeals and participated in litigation challenging corporate excise taxes imposed by Oregon’s Department of Revenue.
Assisted the trustee of a decedent’s estate in addressing a potential excise tax issue.
Advise clients on the tax-efficient structuring of business transactions and succession planning.
Defend companies facing tax audits and achieve material reduction in proposed taxes, interest, and penalties.