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Client Alert

IRS Extends Feedback Period on Form 6765, Delays Section G Requirement

By: Maxwell A. Shapiro and Candice G. Long

On October 1, 2025, the Internal Revenue Service issued IR-2025-99, providing important updates on the ongoing rollout of the revised Form 6765, Credit for Increasing Research Activities, commonly referred to as the R&D Tax Credit. The announcement extends the comment period for the draft instructions, delays the requirement to complete Section G and lengthens the ...

Client Alert

Sweeping Budgetary and Tax Legislation Enacted, Impacting All Sectors

On July 3, 2025, the U.S. House of Representatives passed H.R.1, referred to as the “One Big Beautiful Bill Act” (“OBBBA”). The following day, President Trump signed the bill into law, marking a key milestone in his second-term agenda. OBBBA introduces sweeping changes to numerous areas of U.S. federal income tax law in addition to ...

Event

ABA Section of Taxation 2025 May Tax Meeting

Winthrop & Weinstine will be attending the American Bar Association’s (ABA) Section of Taxation. This is the premier event for lawyers interested in all aspects of tax law.  Join us in Washington, DC to learn from and meet with the country’s leading tax lawyers and government officials, discussing the latest federal, state, and local tax policies ...

Client Alert

Minnesota’s Sales Tax Expansion: What It Means for Professional Service Firms

Minnesota is on the verge of a historic tax policy change that could reshape the professional services landscape. Under Governor Tim Walz’s proposed $65.9 billion budget for 2026-2027, the state aims to lower the sales tax rate from 6.875% to 6.8%—but at a cost. The plan seeks to expand the sales tax base to include ...

Quoted

Breaking the Ice: Attorneys team again to lead tax practice

Rafi Mottahedeh and Joel Peters-Fransen, former Big Law tax lawyers, in-house counsel and colleagues, are working together again as shareholders and co-chairs of Winthrop & Weinstine’s national tax practice. The pair intend to expand the depth and breadth of the Minneapolis firm’s tax practice, which has 20-plus lawyers. “It’s less about us individually and more ...

Event

Tax Issues Arising in Secondary and Continuation Funds

Joel Peters-Fransen is a panelist at the American Bar Association Section of Taxation’s Tax Meeting on May 3, 2023. The title of the panel is, “Tax Issues Arising in Secondary and Continuation Funds.”

May 5, 2023

Event

What Profits? Gross Income Allocations for Carried Interest/Performance Allocations in Private Funds

Rafi Mottahedeh and Joe Peters-Fransen are panelists at the American Bar Association Section of Taxation’s Tax Meeting on May 4, 2023. The title of his panel is, “What Profits? Gross Income Allocations for Carried Interest/Performance Allocations in Private Funds.” For more information, please see the event website.

May 4, 2023

Event

Movin’ on Up: Is Indexing Basis for Inflation Worth a Fresh Look

Joel Peters-Fransen is a panelist at the American Bar Association Section of Taxation’s Tax Meeting on May 14, 2022. His panel is titled, “Movin’ on Up: Is Indexing Basis for Inflation Worth a Fresh Look?”

May 14, 2022

Event

Section 1061: Clearing the Three-Year Hurdle

Joel Peters-Fransen is a panelist at the American Bar Association Section of Taxation’s Virtual 2020 Fall Tax Meeting. The title of his panel is, “Section 1061: Clearing the Three-Year Hurdle.”

September 29, 2020

Event

U.S. Shareholder Basis in Foreign Corporations Post-Tax Reform

Joel Peters-Fransen will be a panelist at the American Bar Association Section of Taxation, 2019 Midyear Tax Meeting. His presentation is titled, “U.S. Shareholder Basis in Foreign Corporations Post-Tax Reform.”

January 17, 2019

Article

Changing Landscape for Management Fee Waiver Arrangements of Private Sponsors: Proposed Regulations on Disguised Payments for Services Pose Problems

By: Joel A. Peters-Fransen

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