Practice Chair(s)
Understanding the byzantine world of tax law and utilizing that highly specialized knowledge to a client's best advantage is the sine qua non of effective tax planning.
Overview
Tax Planning & Business Transactions
Understanding the byzantine world of tax law and utilizing that highly specialized knowledge to a client's best advantage is the sine qua non of effective tax planning. We can help you plan your transactions in order to maximize tax benefits - and avoid tax disasters.
Day in, day out, we work with individuals and organizations who are subject to tax laws around the world, including domestic and foreign entities, C corporations and S corporations, partnerships and limited liability companies, professional associations and sole proprietorships, trustees and executors, consolidated groups, disregarded entities and tax exempt organizations. Whether your transaction is related to your business or involves a personal investment, we can help you structure the transaction in order to achieve the best results under federal, state, local and international tax laws.
We are experienced at working both individually and as part of multi-disciplinary teams. Whether you are implementing a new business venture, guiding a business through the start-up phase, managing significant developments throughout the life of a business, or directing the sale or dissolution of a business or its assets, we can identify and plan for the associated tax consequences and help you and the other members of your team reach your goals.
Domestic and Worldwide Expertise and Capability: Meritas
Meritas Law Firms Worldwide is an international association of more than 200 independent business and commercial law firms in more than 70 countries. Every major city in the United States is home to a Meritas affiliate, and all of the traditional business centers as well as many emerging markets worldwide have affiliate firms. Each member firm includes English-speaking attorneys who have long-standing relationships in their communities and are well-versed in local business, legal and social customs. Chamberlain Hrdlicka is the Meritas affiliate for Houston.
Areas of Expertise
International Tax Planning
- Cross-border business organizations, reorganizations and financing
- Earnings repatriations
- Treaty restructurings
- Global tax minimization, including transfer pricing and contract manufacturing arrangements
- Structuring to Reduce Withholding Tax
- Organization of Multinational Joint Ventures
- Planning and management of Subpart F income and foreign tax credits
- Purchases and sales of tangible property
- Licensing of intangibles
- Competent authority
Domestic Tax Planning
- Corporate, partnership and joint venture planning, including choice of entity
- Accounting method issues, including inventory methods and capitalization issues
- Real estate development activities and insolvency and workout arrangements
- Tax exempt organizations
- Advance pricing and section 6038A retention agreements
- Rulings
- Reasonable compensation analysis and business valuations
- Non-taxable exchanges and capital gains and losses
- Consolidated returns
- Timber and other natural resources
- Depreciation and amortization policies
- Accumulated earnings, personal holding company and alternative minimum tax
- Advising on the application of FIN 48 to domestic and international tax issues
News
News
- Deal led by Habeeb “Hobbs” Gnaim receives Energy Deal of the Year AwardDecember 2, 2024
- The Houston-based team represented ZT Corporate in its acquisition of STAT Specialty Hospital, including three micro hospitals and one free standing emergency center located in Laredo, Del Rio, and Eagle Pass.November 12, 2024
- The firm enhanced its 2025 Best Law Firms in America rankings, with eight national and 36 metro designationsNovember 7, 2024
- Chamberlain Hrdlicka to Sponsor and Shareholders to be PanelistsOctober 29, 2024
- Former IRS Commissioner and Shareholder Chuck Rettig Adds Insights to Law360 ArticleOctober 16, 2024
- COO Erin Hulme and CBDMO Lisa Wilmore Highlighted in Texas LawyerOctober 11, 2024
- Additions of Erin Hulme and Lisa Wilmore Highlighted in Law360 PulseOctober 11, 2024
- Habeeb 'Hobbs' Gnaim named Legal Advisor of the Year finalist; eight firm-led transactions recognized in 14 Deal of the Year categoriesOctober 10, 2024
- Firm Welcomes New Chief Operating Officer and It's First Chief Business Development and Marketing OfficerOctober 8, 2024
- A Q&A with Houston Shareholder Brett Berly in Texas LawyerOctober 2, 2024
- A Q&A with Houston Shareholder Habeeb "Hobbs" Gnaim in Texas LawyerSeptember 28, 2024
- Houston-based Team Supports Client's Rapid GrowthSeptember 19, 2024
- Houston-based Team Represented NOVUM Consulting Group in New PartnershipSeptember 4, 2024
- Houston Shareholders Among FinalistsAugust 22, 2024
- Houston-based Team Brings Multidisciplinary Approach to TransactionAugust 21, 2024
- Atlanta Office a Top Workplaces 2024 HonoreeAugust 20, 2024
- Houston Office Adds Associates in Three Practice GroupsAugust 9, 2024
- Chamberlain Hrdlicka’s Houston Tax Practice Shortlisted as Tax Firm of the YearAugust 8, 2024
- Chuck Rettig Adds Insights to Bloomberg Tax ArticleJuly 30, 2024
- Rettig Contributes to Tax Notes ArticleJuly 30, 2024
- The Firm Maintains and Adds New Private Wealth and Private Wealth Disputes Rankings in Texas and NationwideJuly 25, 2024
- Shareholder and head of the Tax Planning & Business Transactions group named Lawyer of the YearJuly 23, 2024
- Shareholder Chuck Rettig adds to discussion in FortuneJuly 22, 2024
- Habeeb (Hobbs) Gnaim and David Pierson Win Deal of the Year AwardJuly 17, 2024
- Chamberlain Hrdlicka ranked in the top ten tax law firms in the United StatesJuly 11, 2024
- Charles Rettig Adds His Insight to Tax Notes ArticleJune 27, 2024
- Patrick W. Martin Quoted in Tax Notes Article on The IRS and Treasury Proposed Regulations on Foreign Trust and Foreign Gift and Bequest TransactionsJune 4, 2024
- On "Ask the CIO" Podcast, Former IRS CIO Nancy Sieger Acknowledges Charles Rettig's Leadership at the IRSJune 4, 2024
- Strong 2023 Performance Moves Chamberlain Hrdlicka into the Am Law 200 for the first timeMay 13, 2024
- Habeeb 'Hobbs' Gnaim Led Two Transactions Winning ACG 7th Annual Deal of the Year AwardsApril 30, 2024
- Jaime Vasquez quoted in a Law360 article about becoming Head of Chamberlain's San Antonio OfficeApril 23, 2024
- New Managing Shareholder of Chamberlain Hrdlicka San Antonio Office NamedApril 22, 2024
- Charles Rettig quoted in Journal of Accountancy articleMarch 26, 2024
- ACG Seventh Annual Deal of the Year Awards names six deals led by Habeeb ‘Hobbs’ Gnaim as finalistsMarch 26, 2024
- Chuck Rettig mentioned in CPA Practice AdvisorMarch 14, 2024
- Charles Rettig article in the Texas LawyerMarch 5, 2024
- Charles Rettig, former IRS Commissioner, joins Chamberlain HrdlickaMarch 4, 2024
- The partnership will enable DermaTouch to rapidly scale in the aesthetics industryJanuary 30, 2024
- The investment will facilitate the growth recapitalization of Pinnacle PlasticsJanuary 16, 2024
- Chamberlain Hrdlicka Continues Growth in Texas officesDecember 19, 2023
- Habeeb ‘Hobbs’ Gnaim led Two Transactions Winning Deal of the Year at the 22nd Annual M&A Advisor Awards GalaDecember 14, 2023
- Leo Unzeitig, Shareholder in Chamberlain Hrdlicka’s Tax Controversy Practice in San Antonio Submits Comment Letter to the Internal Revenue Service regarding Proposed Regulations Concerning the IRS Independent Office of Appeals and its Ability to ConsiderDecember 6, 2023
- Deal led by Habeeb ‘Hobbs’ Gnaim & Jarrod Martin Wins Professional Services Deal of the Year Award at 22nd Annual M&A Advisor AwardsNovember 29, 2023
- Habeeb "Hobbs" Gnaim led team Represented Page in its Acquisition of Davis Brody Bond LLPNovember 14, 2023
- Leo Unzeitig Recognized by Texas Lawyer as a 2023 Rising StarNovember 13, 2023
- Habeeb "Hobbs" Gnaim led team Represented The Tarp Depot, Inc. in its Sale to Impact Environmental GroupSeptember 28, 2023
- Leo Unzeitig discusses The IRS’s Approach to Enforcing Affordable Care Act Filing Requirements and How to Mount a Defense in recent TXCPA articleSeptember 19, 2023
- Chamberlain Hrdlicka's client deal led by Habeeb ‘Hobbs’ Gnaim & Jarrod Martin named Finalist for 22nd Annual M&A Advisor AwardsSeptember 12, 2023
- David Aughtry, Habeeb ‘Hobbs’ Gnaim, Phillip Karter and Juan F. Vasquez Jr. ranked in 2024 Edition of World TaxSeptember 11, 2023
- 22nd Annual M&A Advisor Awards Names three transactions led by Habeeb (Hobbs) Gnaim as Finalists in Seven CategoriesSeptember 7, 2023
- For the Third Straight Year, Chamberlain Hrdlicka an HBJ Best Place to WorkSeptember 7, 2023
- Chamberlain Hrdlicka’s continued growth in Texas drives strategic office renovations in Houston and San AntonioAugust 4, 2023
- Chamberlain Hrdlicka's San Antonio Office expands space and updates officesAugust 1, 2023
- Team led by Habeeb (Hobbs) Gnaim and David Pierson represented ZT Corporate in Acquisition of Exceptional Emergency Center’s Texas LocationsJuly 24, 2023
- Houston Business Journal lists Chamberlain Hrdlicka as 2023 Largest Houston-area Tax and Finance Law FirmJuly 17, 2023
- Team led by Habeeb (Hobbs) Gnaim represented Landmark Industries in its sale to Spring Partners Retail LLCJuly 11, 2023
- Chambers & Partners’ ranks Habeeb ‘Hobbs’ Gnaim as Up-and-Coming in the Texas Tax category in its 2023 USA GuideJune 14, 2023
- Chamberlain Hrdlicka Improves Practice and Individual Rankings in Chambers & Partners 2023 USA GuideChamberlain Hrdlicka ranked in the top ten U.S. tax law firms by Chambers & PartnersJune 2, 2023
- Article in Law360 discusses recent growth in Houston officeMay 22, 2023
- Phil Karter, Ken Trujillo and Stewart Weintraub named 2023 Pennsylvania Super Lawyers and Jennifer Karpchuk named 2023 Rising StarMay 19, 2023
- Houston office expands with recent new hires in 2023May 15, 2023
- Team led by Habeeb (Hobbs) Gnaim represented Whitefield Plastics Corporation in its sale to Mearthane Products CorporationMay 8, 2023
- Global M&A Network named Chamberlain Hrdlicka’s Houston-based team, led by Habeeb ‘Hobbs’ Gnaim, winners of the Deal of the Year Award at the Annual M&A Atlas AwardsMay 3, 2023
- Client Deal led by Habeeb ‘Hobbs’ Gnaim Wins ACG Houston Deal of the Year Award in Industrial Services – Corporate Strategic Acquisition CategoryApril 26, 2023
- Presentation at the State Bar of Texas 29th Annual Course, Advanced Estate Planning Strategies, given by Habeeb “Hobbs” GnaimApril 21, 2023
- Client Deal led by Habeeb ‘Hobbs’ Gnaim among the finalists for the ACG Sixth Annual Deal of the Year AwardsApril 17, 2023
- Stuart Clements, Michael Feibus, Kelly Shields, Leo Unzeitig, and Brittney Williams named Texas Rising StarsMarch 22, 2023
- Letter released by the Texas Society of CPAs Federal Tax Policy Committee includes comments from Leo UnzeitigMarch 3, 2023
- Deal led by Habeeb (Hobbs) Gnaim featured in Attorney at Law MagazineFebruary 21, 2023
- Article published in the Daily Report highlighted Firm's recent elevationsDaily Report, February 20, 2023
- Ryan Carlock and Sean Gannon are focus of Law360 Pulse article on joining Chamberlain HrdlickaLaw360, February 17, 2023
- Ryan Carlock joins Chamberlain Hrdlicka's Houston OfficeFebruary 15, 2023
- Attorneys in the Chamberlain Hrdlicka Atlanta, Houston and San Antonio offices elevated to Equity Shareholder and ShareholderFebruary 8, 2023
- Article published in Law360 Pulse highlighted Firm's recent shareholder elevationsLaw360 Pulse, February 8, 2023
- Team led by Habeeb (Hobbs) Gnaim represented Company of Merchants in its acquisition of C&D Scrap MetalFebruary 7, 2023
- Team led by Habeeb (Hobbs) Gnaim represented Monarch Silica, LLC in its $175 Million Sale to ProFrac Holding Corp.January 5, 2023
- Houston and San Antonio offices of Chamberlain Hrdlicka expand with recent new hiresJanuary 3, 2023
- Article in Houston Business Journal on Chamberlain Hrdlicka lease extension and renovation plansHouston Business Journal, December 16, 2022
- Chamberlain Hrdlicka's Tax Planning & Business Transactions Group, led by Hobbs Gnaim, represented Insulation & Fireplace Services, LLC in its Sale to SEI Group LLCDecember 7, 2022
- Houston Business Journal’s 2022 Best Places to Work includes Chamberlain Hrdlicka in Top 10November 1, 2022
- 2022 Texas Super Lawyers includes Chamberlain Hrdlicka AttorneysSeptember 21, 2022
- Houston Business Journal (HBJ) includes Chamberlain Hrdlicka in 2022 Best Places to WorkSeptember 15, 2022
- San Antonio attorneys voted for Jaime Vasquez as 2023 Lawyer of the Year through US News' Best Lawyers in America®August 18, 2022
- Hobbs Gnaim led the Chamberlain Hrdlicka Team that represented Landmark IndustriesJuly 20, 2022
- Texas Lawyers article on Chamberlain Hrdlicka Houston Office growthJuly 19, 2022
- Hobbs Gnaim, Jarrod Martin and Michael Preng represented Page in its Acquisition of EYPJuly 12, 2022
- Legal 500 rankings for Chamberlain Hrdlicka as a Top Tax Law Firm and Adds to Individual Ranks in 2022June 17, 2022
- Chamberlain Hrdlicka ranked in the top ten U.S. tax law firms by Chambers & Partners 2022 USA GuideJune 2, 2022
- Christine Borrett, John Fields, Christopher Hydrick, Karl Jackson, Jr., Tara LeDay, Michael Preng, Calla Sprague and Renu Tandale join Chamberlain Hrdlicka Houston OfficeMay 26, 2022
- Stuart Clements, Tres Gibbs, Jarrod Martin, Michael Overstreet, Kelly Shields, Matt Flores, and Leo Unzeitig named Texas Rising StarsMarch 22, 2022
- Only 182 attorneys in Texas hold Tax Law Board CertificationJanuary 27, 2022
- Ali, Dean, Foreman, McMichael, Sima and Tate Join Chamberlain Houston OfficeDecember 21, 2021
- Habeeb "Hobbs" Gnaim, David Pierson and Jack Najarian represented Velentium recapitalization with Great Point PartnersOctober 21, 2021
- Habeeb "Hobbs" Gnaim and Michael Overstreet represented Gringo's Mexican Kitchen in AcquisitionsOctober 20, 2021
- Five Attorneys join Chamberlain Hrdlicka Houston OfficeJuly 27, 2021
- Quotes by Phil Karter and Kevin Sweeney on “Crypto investor sues IRS over tax enforcement rules”Fortune, May 27, 2021
- Karpchuk, Karter, Trujillo and Weintraub named among 2021 Pennsylvania Super Lawyers and Rising StarsMay 26, 2021
- Law360 Tax Authority International Advisory Board elects Hale Sheppard to the BoardLaw360, April 23, 2021
- Chamberlain Attorneys present Webinar on Tax Traps and Employment Law Considerations of a Remote WorkforceMarch 23, 2021
- Super Lawyers names Chamberlain Hrdlicka Attorneys at 2021 Texas Rising StarsMarch 23, 2021
- Five Attorneys elevated at First Virtual Shareholders MeetingMarch 2, 2021
- Super Lawyers names Chamberlain Hrdlicka attorneys as 2021 Georgia Super Lawyers and Rising StarsFebruary 12, 2021
- Court orders $4.2 Million Tax Refund and Statutory Interest in Landmark DecisionJanuary 11, 2021
- Habeeb (Hobbs) Gnaim, Practice Chair of the Tax Planning & Business Transactions Group, and assisted by David Pierson and Nathan Hopkins, represented Velentium, LLC in its acquisition of Oasis Testing, L.L.C.January 8, 2021
- PPP Audits and Investigations Practice Client AlertDecember 22, 2020
- Houstonia Magazine names Chamberlain Attorneys as 2021 Top LawyersHoustonia Magazine, November 30, 2020
- Katherine Noll, Joshua Sutin, and Jaime Vasquez named to 2020 Top Attorneys by San Antonio MagazineSan Antonio Magazine, November 20, 2020
- Virtual This Year! Chamberlain Hrdlicka Virtual Annual Tax and Business Planning Seminar is November 10-12, 2020November 10, 2020
- Three Attorneys join Chamberlain Hrdlicka Atlanta Office's Tax Controversy and Litigation PracticeNovember 10, 2020
- Tax Notes quote by Pete Lowy on "Energy Companies Continue Battling IRS on Tax Credit Issues"October 26, 2020
- Jaime Vasquez receives Texas Lawyer On the Rise Award for 2020September 18, 2020
- Jaime Vasquez recognized as Lawyer of the Year for 2021 in Tax Litigation and Controversy by US News’ Best Lawyers in AmericaSeptember 8, 2020
- Tax Update - Payroll Tax Deferral Starting September 1August 31, 2020
- August 13, 2020
- Chamberlain Hrdlicka Attorneys Recognized by San Antonio Scene MagazineSan Antonio Scene Magazine, August 3, 2020
- Juan Vasquez, Jr. interviewed about "Three Things to Know about the Extended Paycheck Protection Program"ABC Channel 13 News and Community Impact Newspaper, July 18, 2020
- Jennifer Karpchuk quoted in “Philly Budget Freezes Biz Tax Rate, Hikes Wage Tax”Law360, June 26, 2020
- Legal 500 Firm and Individual Rankings Improve at Chamberlain Hrdlicka for 2020June 18, 2020
- Chamberlain Tax Planning Update - Tax Relief From The COVID-19 Pandemic - April 8, 2020April 8, 2020
- Chamberlain Tax Planning Update - Tax Relief From The COVID-19 PandemicMarch 31, 2020
- February 13, 2020
- Law360, February 5, 2020
- Law360, February 4, 2020
- Law360, January 1, 2020
- December 2019
- November 6, 2019
- October 30, 2019
- Houston Business Journal, September 23, 2019
- Bloomberg Tax and Bloomberg Tax Management Memorandum (TM Memo), September 6, 2019
- Attorneys with national law firm Chamberlain Hrdlicka have been selected to the 2019 Texas Super Lawyers listSeptember 3, 2019
- August 1, 2019
- Quote by Joshua Sutin for article on "Use your head, not just heart, when giving to charity"San Antonio Express-News, November 19, 2018
- Chamberlain Hrdlicka again named a "Best Law Firm" by US NewsNovember 1, 2018
- Article on Plumbing the mysteries of Section 199AAccounting Today, October 30, 2018
- October 12, 2018
- Law360, October 4, 2018
- Attorneys with national law firm Chamberlain Hrdlicka have been selected to the 2018 Texas Super Lawyers listSeptember 20, 2018
- Law360, August 24, 2018
- November 16, 2017
- Chamberlain Hrdlicka again recognized nationally in The Legal 500 and Chambers & PartnersJune 2015
- Bucks County Courier Times, April 17, 2015
- Tax attorneys from Philadelphia law firm update valuable PA tax law resource
- Bloomberg BNA Tax Management Weekly State Tax Report, December 2014
- Lawyers from the Philadelphia office of Chamberlain Hrdlicka presented at a seminar discussing strategies for attorneys and accountants who advise business ownersJanuary 2014
- June 2010
- TaxBlawg.net, June 8, 2010
- TaxBlawg.net, May 18, 2010
- April 2009
- June 2008
Presentations
Seminars & Presentations
- Panelist: Tax Enforcement of the Global Taxpayer: Crossing the LineAnaheim, California, November 8, 2024
- Panelist: US Planning Structures for Foreigners That Take Into Account Foreign Tax LawAnaheim, California, November 7, 2024
- Keynote Speaker: From the Commissioner, A Look Inside the IRSWaikiki, Hawaii, November 6, 2024
- Panelist: Tax Treaties for the Wealth Transfer ProfessionalWaikiki, Hawaii, November 5, 2024
- Panelist: How the IRS is Changing and What to Expect in the FutureWaikiki, Hawaii, November 5, 2024
- Register now for Chamberlain Hrdlicka's 47th Annual Houston Tax and Business Planning SeminarThe Houstonian Hotel 111 N. Post Oak Lane Houston, Texas 77024, October 30, 2024
- Special Guest Speaker: Former IRS Commissioner & Shareholder Charles RettigHonalulu, Hawaii, October 7, 2024
- Keynote Address: Experience and Legacy in the Tax WorldLas Vegas, Nevada, September 18, 2024
- Panel participant: ERC: The Aftermath of the Employee Retention Tax CreditsJuly 19, 2024
- Panel participant: Topics included hot estate and gift tax topics including the new 2800 regulations, GST and Chapter 14 issues, and other regulatory topics.July 16, 2024
- Aly Dossa, Jennifer Karpchuk, Michael Overstreet, Nicole Shanklin & Joshua Sutin presenting: 2024 New Year, New Issues: A Day In the Life of The C-SuiteVirtual Webinar, February 6, 2024
- Chamberlain Hrdlicka Annual Tax and Business Planning Seminar will present a variety of important and timely TopicsThe Houstonian, 111 North Post Oak Lane, November 1, 2023
- Chamberlain Hrdlicka Forum Series: Tax-Free Too Good to be True? Not Necessarily: Gain Exclusion Strategies using Section 1202 at the Houstonian HotelThe Houstonian Hotel, 111 N Post Oak Ln. Houston, Texas 77024, July 11, 2023
- The University of San Diego School of Law & Chamberlain Hrdlicka International Tax Institute in Mexico City on May 5, 2023Club de Industriales A.C. Mexico City, May 5, 2023
- Lessons From King Lear: How (and How Not) to Transition a Closely Held Business, State Bar of Texas' 29th Annual Course, Advanced Estate Planning Strategies, Lake Tahoe, California April 20-21, 2023
- Chamberlain Hrdlicka Forum Series: Tax Return Preparation Issues for the 2023 Filing Season at Club GiraudClub Giraud, 707 N. Saint Marys St. San Antonio, Texas 78205, March 22, 2023
- Chamberlain Hrdlicka Forum Series: Tax Return Preparation Issues for the 2023 Filing Season at The Houstonian HotelThe Houstonian Hotel, 111 N Post Oak Ln. Houston, Texas 77024, February 15, 2023
- Chamberlain Hrdlicka attorneys speak at the 2023 Houston CPA Society Tax ExpoSugar Land Marriott Town Square, Sugar Land, TX, January 9, 2023
- Chamberlain Hrdlicka will host Laredo Tax and Business Planning Seminar at the Laredo Country Club on November 8, 2022November 8, 2022
- Chamberlain Hrdlicka will have our 5th Annual San Antonio Tax and Business Planning Seminar at The St. Anthony Hotel on November 3, 2022November 3, 2022
- The Houstonian on October 27, 2022
- Presentation by Katherine Noll on "A Series of Changes: Recent Developments in Texas Series LLCs"Sheraton Austin Hotel at the Capitol, Austin, TX, July 14, 2022
- Tips & Traps: Selling Your Business While Maximizing Your Wealth on March 29, 2022
- 43rd Annual Tax and Business Planning Virtual Seminar is on November 2-4, 2021November 4, 2021
- Chamberlain Hrdlicka Attorneys present webinar on What You Need To Know About Dealing With The IRS on July 15, 2021July 15, 2021
- November 10, 2020
- Houston Bar Association, September 16, 2020
- Free Webinar on New Legal Considerations for Opening Up Your Business During a PandemicOnline Webinar, June 11, 2020
- Free Webinar on Top Legal Traps for Opening Up Your Business in a PandemicOnline Webinar, June 3, 2020
- Chamberlain West Houston Tax Forum on March 3, 2020 at Marriott WestchaseHouston Marriott Westchase, 2900 Briarpark Dr., Houston, Texas 77042, March 3, 2020
- Chamberlain Hrdlicka February 27 West Loop (Galleria) Tax Forum - HoustonianThe Houstonian - 111 North Post Oak Lane, February 27, 2020
- Wyndham San Antonio Riverwalk, November 6, 2019
- Norris Conference Center at City Centre, October 30, 2019
- September 5, 2019
- Opportunities v. Exchanges - Eenie, Meenie, Miney, Moe ...Cobb Galleria, 2 Galleria Parkway, Atlanta, GA 30339, July 10, 2019
- Chamberlain Hrdlicka May 21, 2019 West Loop Tax Forum - HoustonianThe Houstonian - 111 North Post Oak Lane, May 21, 2019
- Chamberlain Hrdlicka May 14, 2019 West Houston Tax Forum - Marriott WestchaseHouston Marriott Westchase, 2900 Briarpark Dr., Houston, Texas 77042, May 14, 2019
- Navigating the Maze – Understanding the Most Recent Changes to the Tax Cut and Jobs ActCobb Galleria, 2 Galleria Parkway, April 23, 2019
- The Fundamentals of Investing In Qualified Opportunity ZonesPhiladelphia Bar Association Conference Center, 1101 Market Street, Philadelphia, PA 19107, November 30, 2018
- The Four Seasons Philadelphia, May 30, 2012
- International Tax Group (Dublin, Ireland)Beneficial Ownership in U.S. Tax LawDublin, Ireland, September 2011
- Leveraged Partnership Transactions and Tax Opinions Since Canal Corp.Structuring Transactions and Tax Advisor Engagements to Withstand IRS Scrutiny and Avoid PenaltiesJune 22, 2011
- Chicago Tax ClubEconomic Substance And International Tax Law Following CodificationOak, April 11, 2011
- Mayo Foundation v. U.S.: Supreme Court Applies Chevron Analysis to Tax CasesUnderstanding the Implications of Giving Deference to IRS RegulationsMarch 23, 2011
- Pennsylvania Bar Institute - When to Hold Them and When to Fold ThemProtecting Tax Accrual Workpapers and Tax Opinions from the IRS; Disclosing Tax Opinions for Penalty ProtectionPennsylvania Bar Institute, May 29, 2008
Publications
Publications
- Shareholder Patrick W. Martin and Associate Luz Villegas-Bañuelos Published in Tax NotesNovember 4, 2024
- Special Counsel Mark Lubin Published in The Legal IntelligencerOctober 31, 2024
- Mark Lubin Published in PICPA CPA Now BlogJune 26, 2024
- Mark Lubin Published in The Legal IntelligencerJune 11, 2024
- Mark Lubin's article "Considerations in Conducting Tax Due Diligence in Business Acquisitions,” in The Legal IntelligencerThe Legal Intelligencer, May 1, 2024
- Mark Lubin's article "Tax Treatment of Partnership and Their Partners—Are Rough Times Ahead?,” in The Legal IntelligencerThe Legal Intelligencer, January 16, 2024
- Mark Lubin's article “Watch for Pitfalls Associated with Business Acquisitions" in CPA NowCPA Now, October 18, 2023
- Mark Lubin and Jennifer Karpchuk’s article, “Pitfalls of Expanding Business Across State Lines” in CPA NowCPA Now, June 26, 2023
- Stuart Clements article, “Key Lessons for Associate Success From a Piano Teacher,” in Texas LawyerTexas Lawyer, April 19, 2023
- Mark Lubin's article, “Pitfalls Associated with Troubled Businesses,” in PICPA’s CPA NowPICPA’s CPA Now, April 10, 2023
- Mark Lubin and Phil Karter’s article, “Poor Communication Practices Can Endanger Confidentiality Privilege,” in PICPA’s CPA NowCPA Now, the blog of the Pennsylvania Institute of Certified Public Accountants, February 7, 2023
- Katherine Noll's article on “Qualified Opportunity Zones and Proposed Legislative Changes”Business Facilities, October 1, 2022
- Mark Lubin's article “Tax Pitfalls Associated with Closely Held Businesses”Pennsylvania CPA Journal, September 15, 2022
- Stuart Clement’s article, “Investing in Yourself To Stand Out as a Lawyer,” published in Texas LawyerTexas Lawyer, September 1, 2022
- Jennifer Karpchuk and Alissa Gipson’s article, “Should More States Jump on Oklahoma’s Full Expensing Bandwagon"Bloomberg Tax, August 3, 2022
- Mark Lubin article on "Avoiding Errors In Establishing Basis In Business Interests"Pennsylvania CPA Journal, Spring 2022
- Stuart Clements and Alissa Gipson article on "Father and Mother Know Best: Juggling Parenting, Working and Learning Your Firm's Work Policies"Texas Lawyer, May 19, 2022
- Katherine Noll article on "Invested in Qualified Opportunity Zones?"Today's CPA, May 2022
- Michael Overstreet and Tim Dean article on “Proposed Cure for Section 704(b) May Be Worse Than the Disease”Bloomberg Tax, April 22, 2022
- Mark Lubin article on "Common Errors in S Corp Taxes"CPA Now, March 16, 2022
- Leo Unzeitig article on "Will the IRS Destroy 30 Million Unprocessed Tax Returns Again This Filing Season?"Texas Society of CPAs, March 7, 2022
- Stuart Clements article on "Did COVID-19 Improve Our Productivity? After Doing It For Almost Two Years, A Defense Of Remote Work"Texas Lawyer, February 7, 2022
- Article by Jennifer Karpchuk on “Remote work creates a spectrum of state and local tax issues”The Tax Adviser, December 1, 2021
- Article by Leo Unzeitig on "Changing Tide for IRS Enforcement of Microcaptive Insurance"Texas Society of Certified Public Accountants' Blog, November 22, 2021
- Ryan Reneau and Kevin Sweeney article on “Bitcoin Futures ETF Sidesteps the Character Questions Through Structuring”Bloomberg Tax, November 21, 2021
- Article by Phil Karter and Mark Lubin on "How to Successfully Transition to Private Practice from an In-House or Government Position"Legal Intelligencer, June 30, 2021
- Article by Michael Overstreet on “Tax Filing Season Renders Anxiety For Businesses”Bloomberg Tax, May 21, 2021
- Article by Phil Karter and Pat McCann on “Looking at Small Captives in a Post-Pandemic World"Bloomberg Tax, December 21, 2020
- Article by Philip Karter on “IRS Audit Process: What You Need to Know”Pennsylvania CPA Journal/CPA Now Blog, November 16, 2020
- Article by John Hackney and Jasen Hanson on "IRS Undermines Congressional Intent for Relief Loans"Bloomberg Tax, October 2, 2020
- Article by Kevin Sweeney on "Preparing for the Inevitable Restaurant State Sales Tax Audit"QSR Magazine, September 25, 2020
- Article by Phil Karter, Jennifer Karpchuk, and Kevin Sweeney on "“Should I Spend Money on a Business Development Coach? Advice for the New Partner"Legal Intelligencer, August 11, 2020
- Today’s CPA, July 2020
- Bloomberg Tax, July 23, 2020
- Texas Tax Lawyer, Spring 2020
- Article by Jennifer Karpchuk on “Pennsylvania and Philadelphia Tax Responses to COVID-19”CPA Now, June 10, 2020
- Bloomberg Tax, June 5, 2020
- Article by Phil Karter, Scot Kirkpatrick and Pat McCann on “IRS Letter 6336: To Respond or Not to Respond, That Is the Question”Tax Notes Federal, June 1, 2020
- Bloomberg Tax, May 21, 2020
- Article by Stewart Weintraub on "The COVID-19 Challenge and How It Is Affecting Businesses, Individuals"Legal Intelligencer, April 21, 2020
- Article by Jennifer Karpchuk on "Top 3 State Tax Implications of Gov. Wolf’s Proposed Budget"Legal Intelligencer, March 13, 2020
- Article by Jennifer Karpchuk on "Is Taxpayer’s Rare 14th Amendment Win a Sign of the Future?"Tax Notes, February 24, 2020
- Article by Jennifer Karpchuk on "Keystone State – 2019 SALT Year in Review"State Tax Notes, February 17, 2020
- Article by Jennifer Karpchuk on "Three SALT Issues for Pennsylvania Taxpayers to Watch in 2020"Legal Intelligencer, January 29, 2020
- Article by Jennifer Karpchuk on "2020: Top SALT Issues to Watch in Philadelphia"Tax Notes, January 1, 2020
- Article by Jennifer Karpchuk on "Pennsylvania Tax Assessments: Top 5 Issues to Look Out For in Assessments"Legal Intelligencer, June 6, 2019
- Article by Jennifer Karpchuk on "Two Key SCOTUS SALT Cases to Watch and Their Implications for Pa. Taxpayers"Legal Intelligencer, May 3, 2019
- Bloomberg Tax Management Memorandum and Daily Tax Report, April 10, 2019
- Article by Jennifer Karpchuk on "Philadelphia's Beverage Tax: A Sweet Victory?"Tax Notes, November 12, 2018
- Tax Notes, September 11, 2017