Tax Planning & Transactions

Winthrop’s tax attorneys provide a broad range of tax planning services for the businesses and transactions of both domestic and foreign-based clients. We touch every major sector of the global economy in our practice. Our transactional tax practice has extensive experience in structuring taxable and tax-free corporate restructurings, acquisitions and divestitures, as well as partnership and joint venture arrangements. We advise on all manner of capital markets transactions, and we represent numerous participants in the financial services industry. In addition, we assist ultra-high-net-worth individuals and their family offices with all of their tax planning and structuring needs.

Our Approach

We guide clients through the labyrinth of ever-changing tax issues to help them efficiently manage their tax responsibilities and reduce global tax liabilities. We provide sophisticated, practical, and business-sensitive advice so that our clients can focus on running their operations, planning complex transactions, and managing their businesses. We live and breathe tax laws and see the tax impact in everything we do, both as a firm and as a team.

Clients Include

Public and Private Companies
Family-Owned Businesses
Private Investment Fund Sponsors & Asset Managers
Real Estate Developers
Ultra-High-Net-Worth Individuals & Family Offices

Focus

Taxable and tax-free mergers, acquisitions, divestitures, and reorganizations (both domestic and international)
General corporate tax planning
Taxation of partnerships, joint venture arrangements, and other business entities
Private equity transactions
Corporate debt structuring and workouts
Estate and gift tax
Tax planning and structuring for ultra-high-net-worth individuals & family offices
Taxation of real estate transactions
Tax-exempt entities
Sales and use taxes
Tax controversies
U.S. international taxation, with a particular emphasis on cross-border transactions

Notable Experience

Represented Fortune 500 Company for tax matters in numerous bond offerings, including $9.7 billion bond offering.
Represented borrowers and lenders for tax matters in syndicated credit facilities with values ranging from under $10 million to over $1 billion.
Represented publicly traded company for tax matters in private M&A transactions totaling over $10 billion over a two-year period, with transaction sizes ranging from $60 million to $600 million.
Represented U.S. multinational in 70 country carve-out disposition of two business lines with aggregate transaction consideration of over $1.7 billion.
Represented family-owned business in $30 million leveraged dividend recap.
Represented privately held consumer business in $75 million sale to private equity fund.
Represented real estate developer for tax matters in joint ventures ranging from $10 million to $600 million.
Represented capital partner for tax matters in real estate joint ventures ranging from $60 million to $400 million.
Advised alternative investment asset managers on tax-efficient structuring and formation of private investment funds across virtually every asset class, with sponsors ranging from <$50+ million to $100+ billion AUM.
Represented numerous sponsors in GP-led fund restructurings and continuation fund transactions across multiple asset strategies.
Led structuring on multiple “GP stake” sale and similar asset manager-enterprise level transactions (including structured equity and loan products).

Dedicated Attorneys and Professionals

Shareholder

Michael J. Fellerman P / 612.604.6699 E / [email protected]

Shareholder

Jason C. Harby P / 612.604.6788 E / [email protected]

Shareholder

Paul K. Manda P / 612.604.6759 E / [email protected]

Shareholder

Rafi W. Mottahedeh P / 612.604.6673 E / [email protected]

Shareholder

Lindsey A. O'Malley P / 773.480.8998 E / [email protected]

Shareholder

Joel A. Peters-Fransen P / 612.604.6798 E / [email protected]

Shareholder

Jon L. Peterson P / 612.604.6736 E / [email protected]

Shareholder

Robert P. Singleton P / 612.604.6525 E / [email protected]

Shareholder

Regina "Gina" M. Staudacher P / 312.415.4444 E / [email protected]

Shareholder

Todd B. Urness P / 612.604.6657 E / [email protected]

Of Counsel

Paul W. Markwardt P / 612.604.6643 E / [email protected]

Counsel

Robert "Bob" E. Box P / 612.604.6717 E / [email protected]

Counsel

John J. Donovan, III P / 612.604.6538 E / [email protected]

Associate

Paxton A. Fleming P / 702.296.0866 E / [email protected]

Associate

Greta L. Gangestad P / 612.604.6793 E / [email protected]

Associate

Vanessa D. Runtsch P / 612.604.6480 E / [email protected]

Associate

Maxwell A. Shapiro P / 612.604.6772 E / [email protected]

Associate

Michael J. Terres P / 612.604.6656 E / [email protected]

Associate

Tucker A. Windels P / 612.604.6579 E / [email protected]

Associate

Jingjia “Violet” Zhang P / 612.604.6722 E / [email protected]

Specialty Tax Advisor

Candice G. Long P / 612.604.6529 E / [email protected]