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Business, Investment & Transactional Tax
Caplin & Drysdale
Business, Investment & Transactional Tax

Overview

Caplin & Drysdale has broad experience advising business entities and their principals in tax planning with respect to both their operations and their transactions. Clients include domestic and foreign manufacturing and service companies, fund managers, financial institutions and insurance companies. The firm regularly advises with respect to corporate tax, partnership tax, subchapter S, the taxation of executive compensation, the taxation of financial products, the taxation of regulated investment companies and real estate investment trusts, the taxation of insurance companies and products, the taxation of royalty streams, tax accounting and payroll and other withholding taxes.

News

Caplin & Drysdale Earns Top Ranking in 2018 "Best Lawyers in America"
August 15, 2017
New York Times Quotes Jonathan Brenner on Hedge-Fund Managers' Looming Tax Bills
July 21, 2017
WSJ Quotes Jonathan Brenner: Hedge-Fund Managers Prepare Huge Tax Checks
July 20, 2017
Caplin & Drysdale Names Victor Jaramillo Of Counsel to the Firm
June 12, 2017
Caplin & Drysdale Lawyers Listed Among D.C.'s Most Prominent Practitioners
April 27, 2017
Mark Allison Speaks to Tax Notes on Information Disclosure
April 7, 2017
Law360 Quotes Mark Allison on Transfer Pricing Cases After Amazon Loss
March 24, 2017
CCH Quotes Mark Allison: Tax Court Finds Deficiency Notice Ambiguous But Taxpayer Not Misled
February 9, 2017
MarketWatch Quotes Mark Allison on Who May Pay More in Taxes Under Trump
December 31, 2016
NY Super Lawyers Lists Mark Allison and Zhanna Ziering for Tax Law
September 21, 2016
Best Lawyers in America Lists 18 Caplin & Drysdale Attorneys
August 15, 2016
Caplin & Drysdale Listed in "Above the Law's" Tax Firm Power List
July 29, 2016
Felix Laughlin Speaks to Tax Notes on the Debt-Equity Regs in 1980 and Today
July 25, 2016
Mark Allison Comments on Tax Court Extending Limitations Period
June 9, 2016
Tax Notes Quotes Mark Allison on IRS Memo
June 8, 2016
Caplin & Drysdale Listed Among Top Lawyers for Tax, Bankruptcy, Estate Planning and Political Law
June 1, 2016
Law360 Quotes Mark Allison on Wyly Ruling
May 11, 2016
Tax Notes Quotes Richard Skillman: Transfer Pricing Needs a "Save Shot"
May 2, 2016
Super Lawyers Recognizes Caplin & Drysdale Lawyers from Several Practice Areas
April 26, 2016
Bloomberg BNA Quotes Patricia Lewis on New IRS Appointment
April 12, 2016
Elizabeth Stevens Speaks with Army Wife Talk Radio on Employer Tax Breaks for Hiring Vets
April 5, 2016
Patricia Lewis and Anne O'Brien Named in 2016 "Best of the Best" Global Ranking
April 5, 2016
Caplin & Drysdale Creates New Version of Tax Guide to Help Employers Hire Veterans
March 7, 2016
Law360 Quotes Mark Allison on 5 Things Keeping Tax Attorneys Up At Night
November 17, 2015
U.S. News & World Report Lists Caplin & Drysdale in "Best Law Firms" for 2016
November 2, 2015
Mark Allison Comments on Chief Counsel's Recommended Changes to Tax Court Rules
October 1, 2015
Mark Allison Talks to Tax Notes on IRS Suggested Changes to Tax Court Rules
September 23, 2015
Caplin & Drysdale Lawyers Listed Among NY's Super Lawyers®
September 16, 2015
International Tax Monitor Quotes Patricia Lewis on Advance Pricing Agreements
August 12, 2015
Caplin & Drysdale Lawyers Listed Among World's Leading Women in Business Law
July 28, 2015
Law360 Quotes Mark Allison on Tax Cases to Watch in the 2nd Half of 2015
July 13, 2015
Patricia Lewis Discusses OECD Discussion Draft at Transfer Pricing Conference
June 12, 2015
Caplin & Drysdale's New York Office Welcomes Jonathan Brenner to Tax Practice
June 9, 2015
Clients and Peers Distinguish Caplin & Drysdale in Chambers' Rankings
May 19, 2015
Law360 Quotes Mark Allison on High Court Levels Individual, Corporate Taxes in Md. Ruling
May 18, 2015
Super Lawyers Lists Caplin & Drysdale Lawyers
April 23, 2015
Law360 Quotes Mark Allison on 7 Tips for Dealing With a Cash-Strapped IRS
April 10, 2015
Mark Allison Comments on MoneyGram Bank Ruling Will Keep Financial Cos. On Alert
January 15, 2015
Caplin & Drysdale Attorneys Featured in Newsweek: How Google and Apple Make Their Taxes Disappear
December 14, 2014
Law360 Quotes Kirsten Burmester: As FATCA Slowly Rolls Out, Its Impact Is Uneven
November 20, 2014
Michael Pfeifer and Kirsten Burmester Comment on Tax Returns of Americans Living Abroad Under Scrutiny
November 10, 2014
Victor Jaramillo Comments on Non-Willful Conduct Under Streamlined OVDP
November 7, 2014
Worldwide Tax Daily Quotes Victor Jaramillo: IRS Working with SSA on Offshore Streamlined Filing Requirement
November 7, 2014
Worldwide Tax Daily Quotes Neal Kochman: Amazon U.S. Tax Court Trial Gets Underway
November 3, 2014
Neal Kochman Comments on Amazon Case Challenging IRS Income Method for Valuing Intangibles
October 30, 2014
Caplin & Drysdale Recognized for Tax Credit Guide for Employers Who Hire Veterans
October 28, 2014
Newsweek Quotes Mark Allison: Settlements Are Tax Write-Offs for Banks
October 27, 2014
Caplin & Drysdale Lawyers Listed Among World's Leading Tax Advisers
October 16, 2014
Fortune Lists Caplin & Drysdale Lawyers Among Leaders in the Law
October 6, 2014
Mark Allison, Rachel Partain, and Zhanna Ziering Listed Among New York's Super Lawyers
September 24, 2014
Mark Allison Comments on Privilege Case's Importance
September 22, 2014
Fortune Magazine Lists Patricia Lewis and Richard Skillman as Top Rated Lawyers
August 25, 2014
Caplin & Drysdale Lawyers Earn Best Lawyers Ranking
August 21, 2014
The International Tax Review Quotes Mark Allison: Phase II of the AJAC May Increase U.S. Litigation
August 13, 2014
Mark Allison Comments on IRS Finalizing Material Advisor Regulations
August 7, 2014
Guide to World's Leading Women in Business Law Lists Caplin & Drysdale Lawyers
July 29, 2014
With Its Founders, Caplin & Drysdale Celebrates 50 Years of Excellence
July 23, 2014
Patricia Lewis Named "Best of the Best" in Transfer Pricing
July 15, 2014
Mortimer Caplin Comments on Former IRS Commissioner Walters
June 27, 2014
CCH Standard Federal Tax Reports Quotes Mark Allison: Supreme Court Clarifies Standard for Challenges to IRS Summonses
June 26, 2014
Mortimer Caplin Gives Keynote Address at Normandy Institute
June 21, 2014
LAW360 Quotes Mark Allison: High Court Could Dim IRS Summons Power
June 11, 2014
The Washington Post Features Mortimer Caplin to Mark 70th Anniversary of D-Day
June 6, 2014
FOX 5 News Interviews Mortimer Caplin on 70th Anniversary of D-Day
June 5, 2014
Patricia Lewis Named Best in Transfer Pricing for 2014
June 5, 2014
Mortimer Caplin Featured in Library of Congress Veterans History Project
June 4, 2014
Caplin & Drysdale Earns Top Honors in 2014 Chambers USA
May 28, 2014
Reuters Quotes Mark Allison: MoneyGram Claims Bank Status in Tax Dispute with IRS
May 27, 2014
Tax Analysts Quotes Neal Kochman: Auditors Seeking More Information on Global Operations
April 30, 2014
Mark Allison Comments on Tax Court Decision
April 24, 2014
Tax Notes Today Quotes Mark Allison: Good-Faith Defense Waives Attorney-Client Privilege
April 17, 2014
Tax Notes Today Quotes Kirsten Burmester: Toward a Solution to the PFIC Problem
April 14, 2014
Tax Notes Today Quotes Mark Allison: Tax Court Retains Jurisdiction Over Worker Classification Case
April 4, 2014
Transfer Pricing Weekly Quotes Patricia Lewis Regarding IRS Proposals to Revise APA and MAP Procedures
April 3, 2014
Patricia Lewis Analyzes Proposed Revisions to U.S. APA and Competent Authority Procedures
March 10, 2014
Tax Analysts' Worldwide Tax Daily Quotes Patricia Lewis: Proposed U.S. Competent Authority Procedures Could Complicate Issue Resolution
February 13, 2014
Mortimer Caplin Elected Chair Emeritus of THIS for Diplomats
January 10, 2014
Caplin & Drysdale Strengthens Global Tax and Litigation Services
January 8, 2014
Tax Directors Handbook Recommends Caplin & Drysdale As A Leading Tax Law Firm
December 19, 2013
Patricia Lewis Comments on Concerns Over Revised APA and Competent Authority Procedures
December 13, 2013
CCH Quotes Mark Allison: Supreme Court Upholds IRS's Application Of Valuation Misstatement Penalty To Sham Transaction
December 12, 2013
The 2013 Mortimer Caplin Conference Convenes in Washington
December 6, 2013
Tax Notes Quotes Mark Allison on Supreme Court Tax Shelter Case
December 4, 2013
Washingtonian Recognizes Caplin & Drysdale Attorneys Among Washington's Best Lawyers
December 3, 2013
Mortimer Caplin Featured at Newseum Event Marking JFK's Assassination
November 25, 2013
Patricia Lewis and David Rosenbloom are Listed Among World's Leading Transfer Pricing Advisers
November 15, 2013
NYTimes quotes Mark Allison on U.S.-France Tax Evasion Agreement
November 14, 2013
Caplin & Drysdale Lawyers Listed in World's Leading Women in Business Law
November 8, 2013
WSJ Quotes Mark Allison on Benefits to U.S. Companies Complying with Tax Authorities
November 8, 2013
DOJ Deal with Swiss Banks Impacts U.S. Taxpayers and Financial Firms Around the World
October 31, 2013
Washingtonian Magazine Features Mortimer Caplin in Special JFK Issue
October 30, 2013
19 Caplin & Drysdale Attorneys Achieve Best Lawyers in America Ranking
October 21, 2013
CLIENT ADVISORY: Caplin & Drysdale Comments on the Government Shutdown's Impact on Business and Individual Taxpayers
October 10, 2013
Tax Notes Today Quotes Mortimer Caplin and Christopher Rizek: IRS Shutdown Adds to Economic Headwinds for Businesses, Individuals
October 9, 2013
Mortimer Caplin Comments on Government Shutdown
October 7, 2013
CCH Quotes Mark Allison: Seventh Circuit Upholds Valuation Misstatement Penalty
September 5, 2013
World Tax Lists Caplin & Drysdale as a Global Tax Leader
September 3, 2013
U.S.-Swiss Tax Deal Impacts U.S. Account Holders and Dozens of Swiss Financial Institutions
August 29, 2013
Ex-Qwest CEO Nacchio Seeks Tax Refund as Prison Term Ends
August 20, 2013
Patricia Lewis Listed Among Global Tax Controversy Leaders for 2013
August 13, 2013
New York State Tax Crackdown Requires Prompt Action on Past-Due Taxes
August 7, 2013
Tax Notes Quotes Mark Allison: Tax Court Strikes Down John Hancock's LILO/SILO Transactions
August 6, 2013
Mortimer Caplin Recognized as an Exemplar IRS Commissioner
July 29, 2013
Vault Ranks Caplin & Drysdale a Top Tax Practice for 2014
July 16, 2013
Patricia Lewis Moderates Transfer Pricing Panel Discussion
July 15, 2013
Caplin & Drysdale Creates Simplified Tax Guide to Help Employers Hiring Veterans
June 17, 2013
Mortimer Caplin Discusses His First-Hand Experience of D-Day
June 6, 2013
The Legal 500 Recommends Caplin & Drysdale As a Leading Firm For 2013
June 3, 2013
14 Caplin & Drysdale Attorneys Recognized in Chambers USA 2013
May 29, 2013
Tax Notes Quotes Patricia Lewis Regarding New OECD Transfer Pricing Safe Harbor Guidelines
May 22, 2013
The Washington Post Quotes Mortimer Caplin: An 'Unthinkable' IRS Scandal? More Like Unavoidable.
May 17, 2013
Danaher CEO Larry Culp Honors Longtime Board Member Mortimer Caplin
May 8, 2013
Super Lawyers Lists Nineteen Caplin & Drysdale Attorneys
April 29, 2013
U.Va. Opens Innovative Ruth Caplin Theatre
April 29, 2013
Mark Allison Quoted in CCH Regarding U.S. Virgin Islands Tax Controversy
April 25, 2013
Mortimer Caplin and Other Former IRS Commissioners File Brief With D.C. Circuit in Preparer Oversight Case
April 8, 2013
Tax Notes Quotes Mark Allison on Professional Golfer's Endorsement Income Allocation
April 8, 2013
Tax Notes Quotes Mark Allison on Supreme Court Ruling in COBRA Tax Shelter Case
March 26, 2013
Mark Allison Quoted by CCH Regarding Tax Court Valuation Misstatement Penalty
March 21, 2013
Caplin & Drysdale Attorneys Recognized by Peers in Best Lawyers in America
March 18, 2013
Caplin & Drysdale Lawyers Alert International Athletes to Beware Endorsement Tax Issues
March 18, 2013
Tax Notes Quotes Mark Allison on Gross Valuation Penalty
March 18, 2013
Mortimer Caplin's Comments Concerning Former Partner Judge Albert Lauber
March 4, 2013
Tax Notes Quotes Mortimer Caplin Concerning Income Tax Alternative
March 4, 2013
The Wall Street Journal Quotes Mark Allison on $1 Billion Dow Tax Shelter Case
February 27, 2013
Tax Notes Quotes Mortimer Caplin on Alternative to Income Tax
February 25, 2013
Mark Allison Quoted in Tax Notes, Practitioners Parse Promoters' Wins in Sale-Leaseback Tenant Improvements Transaction
February 12, 2013
Mortimer Caplin Steps Down from Danaher Board to Focus on Tax Law
February 11, 2013
Neal Kochman Comments on Amazon's IRS Dispute
January 15, 2013
Tax Notes Quotes Mark Allison on ConEd Case
January 10, 2013
The 2012 Mortimer Caplin Conference on the World Economy
December 7, 2012
Mark Allison Quoted in Tax Notes, Court Reverses Convictions of 2 Former E&Y Shelter Promoters
December 3, 2012
Patricia G. Lewis Discusses Bilateral Safe Harbors in Tax Management Transfer Pricing Report
November 29, 2012
U.S. News Recognizes Caplin & Drysdale With Top Ranking
November 8, 2012
Mortimer Caplin Profiled by THIS for Diplomats
October 12, 2012
Mark Allison Elected to American College of Tax Counsel
October 2, 2012
Caplin & Drysdale Announces Expansion of Tax Practice and Relocation of New York Office
September 20, 2012
Mortimer Caplin Featured in Tax Notes, View From the Top: Former IRS Commissioners Remember the Job
September 17, 2012
Legal Bisnow Celebrates Mortimer Caplin's 96th Birthday
July 12, 2012
Patricia Gimbel Lewis Wins "Best in Transfer Pricing" Award, Women in Business Law Awards for the Americas
May 25, 2012
Legal Bisnow Calls Mortimer Caplin the "Most Interesting Man in the World"
December 23, 2011
Mortimer Caplin Quoted in Bloomberg, Too Old for Murdoch Board Is Young Among Buffett's Octogenarian Directors
September 15, 2011
Blast From the Past: Mortimer Caplin on Meet The Press - 1962
August 4, 2011
David Rosenbloom Comments on Tax Code Reform
January 27, 2011
David Rosenbloom Comments on U.S. Companies' Use of Repatriation Strategies to Avoid Taxes
December 29, 2010
Scott Michel States Switzerland's Cantonal Banks Next Target of U.S. Tax Investigators
December 28, 2010
NPR Interviews Mortimer Caplin on Tax Code Reform
December 18, 2010
Beth Kaufman Comments on the Latest Developments About the Estate-Tax Provision
December 17, 2010
Mortimer Caplin Comments on Temporary Tax Provisions
December 14, 2010
Mortimer and Ruth Caplin Contribute $4 Million to Help Fund UVa's Ruth Caplin Theatre
November 3, 2010
Mortimer Caplin Criticizes Congress for Diverting IRS Tax Mission
October 15, 2010
The Metropolitan Corporate Counsel Interviews David Rosenbloom
October 4, 2010
UVa's Miller Center Hosts The Third Annual Mortimer Caplin Conference on the World Economy
September 25, 2010
David Rosenbloom Comments on Undeclared Offshore Banking's Shift to the East
September 24, 2010
Christopher Rizek Comments on IRS Providing Industry-Specific Guidance for Tax Problems
September 21, 2010
Mortimer Caplin States Capitol Hill Employees Have a "Special Obligation" to Pay Taxes
September 10, 2010
Scott Michel Comments on IRS Scrutiny of Tax Attorneys
August 31, 2010
University of Virginia Renames the Daniel Caplin Professorship in Law to the Mortimer M. Caplin Professorship in Law
August 18, 2010
Mortimer Caplin Comments on the IRS's Core Purpose
August 9, 2010
David Rosenbloom Comments on IRS's Reorganization for Global Enforcement
August 6, 2010
19 Caplin & Drysdale Attorneys Named Best Lawyers in America
August 4, 2010
Mortimer Caplin Comments on the Federal Government's Tax Expenditures
July 5, 2010
Christopher Rizek Comments on Circular 230 Revisions
June 9, 2010
Daniel B. Rosenbaum Comments on Audit of Employers Regarding Employment Tax
May 28, 2010
Christopher Rizek Comments on IRS's Openness About Its Disciplinary Proceedings
May 24, 2010
Caplin & Drysdale's Christopher Rizek Testifies at a Capitol Hill Hearing About Federal Employees With Delinquent Taxes
March 19, 2010
Caplin & Drysdale Shortlisted for the Chambers USA Awards for Excellence 2010
March 17, 2010
Christopher Rizek Comments on Julius Baer Whistleblower
January 19, 2010
Mortimer Caplin Supports GWU Students With the Mary Ellen Caplin Scholarship Fund
December 4, 2009
Washingtonian Magazine Lists Six Caplin & Drysdale Attorneys as Top Lawyers in Washington
November 1, 2009
Radio Interview: Watch Out Swiss Banks Says Washington Lawyer Dealing With Tax Disclosures
September 22, 2009
UBS Warns U.S. Clients as Tax Amnesty Deadline Nears
September 18, 2009
Miller Center Honors Mortimer Caplin With the Elizabeth Scott Award for Exemplary Leadership
September 11, 2009
New OPR Chief Ready to Get Tough
September 1, 2009
Caplin & Drysdale Founder Selected to Receive 2009 Elizabeth Scott Award for Exemplary Leadership
August 11, 2009
"Charge to the Class," With Professor Kenneth S. Abraham
April 22, 2009
Mortimer Caplin Receives French Honor and University of Virginia's 2009 Brennan Award
March 5, 2009
H. David Rosenbloom and Patricia G. Lewis Selected in The Best of the Best 2009
March 1, 2009
Corporate Crime Defense Bar in Unison: More Prosecutions Are on the Way
February 19, 2009
Mortimer Caplin Receives the French Republic's Esteemed Honor and University of Virginia's 2009 Brennan Award
February 10, 2009
Caplin & Drysdale Founder Receives French Honor and University of Virginia's 2009 Brennan Award
January 15, 2009
Mortimer Caplin Receives the French Republic's Esteemed Honor and University of Virginia's 2009 Brennan Award
January 15, 2009
Baucus Says Geithner ‘Clearly’ Will Win Confirmation
January 14, 2009
Is Big Business Scared of Obama?
January 2, 2009
Four Caplin & Drysdale Attorneys Recognized as Top Tax Practitioners in the World
December 1, 2008
Caplin & Drysdale Ranked #39 Out of the Top 100 Global Tax Law Firms
November 3, 2008

Events

Scott Michel and Mark Allison Discuss Civil and Criminal Tax at NYU 76th Institute on Federal Taxation
October 22, 2017
Kirsten Burmester Explores Expatriation Planning for the Global Citizen at AICPA Webinar
September 28, 2017
Neal Kochman Discusses Inbound and Outbound Transfer Pricing at Basics of International Taxation 2017 PLI Conference
September 19, 2017
Arianna Caldwell Moderates Panel on Ethical Issues in Federal Tax Practice at ABA 2017 Joint Fall CLE Meeting
September 15, 2017
Mark Allison Speaks on How to Conduct Witness Interviews at ABA Joint Fall CLE Meeting
September 15, 2017
Rachel Partain and Mark Allison Discuss What's Next in Micro-Captive Transactions on AICPA Webinar
August 24, 2017
Victor Jaramillo Explores the Exchange of Information Between Argentina and United States at Torcuato Di Tella University
August 24, 2017
Victor Jaramillo Explores U.S. Tax Obligations for International Clients at Latino Tax Pro 2017 National Convention (English Session)
August 10, 2017
Victor Jaramillo Explores U.S. Tax Obligations for International Clients at Latino Tax Pro 2017 National Convention (Spanish Session)
August 9, 2017
Jonathan Brenner to Lecture at University of Melbourne on U.S. Income Taxation
July 26, 2017
Elizabeth Stevens to Discuss Recent Apple Case at 7th Annual NABE Transfer Pricing Symposium
July 19, 2017
Neal Kochman to Discuss Inbound and Outbound Transfer Pricing at Basics of International Taxation 2017 PLI Conference
July 19, 2017
Patricia Lewis to Discuss Recent U.S. Transfer Pricing Litigation at 7th Annual NABE Transfer Pricing Symposium
July 19, 2017
William Klimon to Speak on Nonprofit Bylaws at NBI Teleconference
June 29, 2017
Scott Michel to Moderate International Enforcement Panel at the NYU 9th Annual Tax Controversy Forum
June 15, 2017
Victor Jaramillo Discusses Developments in Tax Administrations and Their Approach to Tax Controversy Compliance
June 15, 2017
William Klimon to Speak on Self-Regulation and Transparency for Nonprofits at 3rd Annual Nonprofit OpCon
June 15, 2017
Kirsten Burmester to Speak on Mastering Form 5472 Webinar Panel
May 24, 2017
Clark Armitage to Speak on DBCFT at 5th Annual USD Transfer Pricing Symposium
April 27, 2017
Elizabeth Stevens to Speak on Competent Authority at 5th Annual USD Transfer Pricing Symposium
April 27, 2017
Clark Armitage to Speak on Tax Reform's Impact to Small Business Owners
March 10, 2017
Clark Armitage and Kirsten Burmester Speak on Successfully Using APAs at TP Minds Transfer Pricing Summit Americas
February 23, 2017
Clark Armitage to Speak on Transfer Pricing Disputes and ADR Opportunities at TP Minds Transfer Pricing Summit Americas
February 22, 2017
Elizabeth Stevens to Speak on Foreign Tax Credit at ABA Tax Section 2017 Midyear Meeting
January 20, 2017
Arianna Caldwell to Moderate Panel on Subpart F Tax at ABA Tax Section 2017 Midyear Meeting
January 19, 2017
Elizabeth Stevens to Moderate Panel on Transfer Pricing Litigation at ABA Tax Section 2017 Midyear Meeting
January 19, 2017
William Klimon to Speak on Nonprofit Corporate Governance at Nonprofit BoardCon
January 18, 2017
Christopher Rizek and Charles Ruchelman to Speak on Captive Insurance at Delaware Captive Insurance Association Webinar
December 1, 2016
Mark Allison to Speak on Hot Audit/Controvesy Issues at NYU 75th Institute on Federal Taxation
November 15, 2016
Mark Allison to Speak on IRS Representation Tools, Techniques And Defensive Strategies at NYU 75th Institute on Federal Taxation
November 13, 2016
Mark Allison to Speak on Hot Audit/Controvesy Issues at NYU 75th Institute on Federal Taxation
October 23, 2016
Scott Michel and Mark Allison to Speak on IRS Representation Tools, Techniques And Defensive Strategies at NYU 75th Institute on Federal Taxation
October 23, 2016
Neal Kochman to Discuss Inbound and Outbound Transfer Pricing at PLI Conference
September 20, 2016
William Klimon to Present a Boot Camp for Tax Exempt Organizations at NBI
August 5, 2016
Neal Kochman to Discuss Inbound and Outbound Transfer Pricing at PLI Conference
July 20, 2016
Patricia Lewis to Speak at 6th Annual NABE Transfer Pricing Symposium
July 19, 2016
Mark Allison to Speak on Collection Due Process Cases at the NYU 8th Annual Tax Controversy Forum
June 24, 2016
Richard Skillman to Speak on Administrative Procedure Act at 6th Annual Global Transfer Pricing Conference
June 8, 2016
Mark Allison to Speak on Partnerships at 2016 Nashville TEI Spring Seminar
May 5, 2016
Clark Armitage and Kirsten Burmester to Speak on Issues Filing Master & Local Files Under Action 13 at TEI 2016 U.S. International Tax Seminar - BEPS is Now
April 29, 2016
Clark Armitage to Speak on New US Transfer Pricing Developments at 4th Annual USD Transfer Pricing Symposium
April 28, 2016
William Klimon to Speak on Nonprofit Corporate Governance at The Future of Community 2016 Annual Conference
April 10, 2016
Clark Armitage and Kirsten Burmester to Speak on Mitigating Risk and Disputes Using APAs at TP Minds Transfer Pricing Summit Americas
February 23, 2016
Clark Armitage to Speak on Transfer Pricing Controversy at TP Minds Transfer Pricing Summit Americas
February 23, 2016
Mark Allison to speak at NYU 74th Institute on Federal Taxation Panel
October 25, 2015
Mark Allison to Speak on Examinations of TEFRA Partnership
October 8, 2015
William Klimon to Chair CLE Program for The 2015 ABA Business Law Section Annual Meeting
September 18, 2015
Victor Jaramillo to Speak at the Latino Tax Professionals Association's 2015 National Convention
August 5, 2015
Victor Jaramillo to Speak on International Compliance and FBARs
August 4, 2015
Neal Kochman to Speak at Basics of International Taxation Seminar
July 22, 2015
Kirsten Burmester to Speak on Mastering Form 3520 Webinar Panel
July 16, 2015
Patricia Lewis to Speak at Global Transfer Pricing Conference
June 12, 2015
William Klimon to Present on Ethical Traps for EOs
June 5, 2015
William Klimon to Present on Nonprofit Board Governance and Liability
June 5, 2015
Mark Allison to Speak at 2015 Nashville TEI Spring Seminar
May 20, 2015
Mark Allison to Chair Court Procedure and Practice Roundtable Discussion
May 8, 2015
Mark Allison to Speak on Court Procedure and Practice Panel
May 8, 2015
Clark Armitage and Patricia Lewis to Speak at 2015 API Federal Tax Forum
April 28, 2015
David Rosenbloom and Stafford Smiley to Teach LL.M. Program in International Tax Law
March 20, 2015
Patricia Lewis to Moderate a Panel Discussion at the 2015 IFA USA Conference
February 26, 2015
David Rosenbloom and Victor Jaramillo to Speak at the University of Geneva
February 2, 2015
Mark Allison to Speak on Court Procedure and Practice Panel
January 30, 2015
Neal Kochman to Speak on Transfer Pricing Panel
January 30, 2015
Mark Allison to Speak on Civil & Criminal Tax Controversy Panel
November 16, 2014
Mark Allison to Speak at the TEI in Nashville
October 22, 2014
Mark Allison to Speak on Tax Controversy and Litigation Updates
October 19, 2014
Mark Allison to Speak on Tax Court Procedures Panel
October 17, 2014
Mark Allison to Chair Court Procedure and Practice Discussion
September 19, 2014
Mark Allison to Speak at 2014 ABA Joint Fall CLE Meeting
September 19, 2014
Patricia Lewis to Moderate Transfer Pricing Panel
September 19, 2014
William Klimon to Present Webinar on Governance Structures for Religious Orders
September 19, 2014
William Klimon Presents on the Nuts and Bolts of Tax Exempt Organizations
July 28, 2014
Patricia Lewis to Discuss Transfer Pricing Risks at National Conference
July 23, 2014
Mark Allison to Speak at ABA Program on Attorney-Client Privilege
June 18, 2014
Mark Allison to Speak at Tax Executive Institute IRS Audit and Appeals Seminar
May 22, 2014
Mark Allison to Chair Court Procedure & Practice Committee
May 9, 2014
Mark Allison to Chair Roundtable Discussion at ABA May Meeting
May 9, 2014
Mark Allison to Moderate Roundtable Discussion at ABA May Meeting
May 9, 2014
Mark Allison to Speak at U.S. Tax Court Program
May 1, 2014
Mark Allison to Speak at Columbia University Undergraduate Law Review Launch Event
April 30, 2014
Mortimer Caplin to Speak at The Counsellors Monthly Meeting
April 16, 2014
William Klimon and Sharon Schick to Speak at RCRI Webinar
February 21, 2014
Clark Armitage to Moderate APA Panel at 2014 Transfer Pricing Summit
February 19, 2014
Patricia Lewis and Clark Armitage to Moderate APA Workshop at 2014 Transfer Pricing Summit
February 18, 2014
Patricia Lewis Chairs Panel on APMA Revenue Procedures
February 12, 2014
Patricia Lewis to Speak at the IRS-GWU International Tax Conference 2013
December 12, 2013
Stafford Smiley to Speak at Moscow State Law Academy
October 25, 2013
Stafford Smiley Speaks On Tax Reform at the Russian IFA
October 23, 2013
Mark Allison Chairs TEFRA Panel at ABA Meeting
October 18, 2013
Mark Allison Discusses International Tax Best Practices
October 18, 2013
Mark Allison Discusses Tax Shelter Cases
October 18, 2013
Stafford Smiley to Speak at the 2nd Annual Conference of the Moscow State Institute for Law
October 17, 2013
Mark Allison to Speak at the International Forum of Administration and Tax Justice
September 26, 2013
Stafford Smiley to Speak at American Chamber of Commerce in Poland
September 20, 2013
Mark Allison to Speak on Monthly Conference Call for ABA Tax Administrative Practice Committee Subcommittee on IRS Liaison Activities
September 18, 2013
William Klimon to Speak at National Business Institute Seminar
July 29, 2013
William Klimon to Discuss the Incorporation Process
July 3, 2013
William Klimon to Present Restructuring Program at NBI
July 3, 2013
Patricia Lewis to Chair Panel at 37th Annual Tax Law Conference
March 1, 2013
Richard Skillman to Speak on Ponzi Scheme Panel
January 26, 2013
Mark Allison to Speak at ABA Tax Section Meeting in Orlando
January 25, 2013
William Klimon to Discuss Startup Practicalities
October 21, 2012
William Klimon to Present BoardSource Year in Review Program
September 21, 2012
William Klimon to Discuss Franchise and Fair-Dealing Laws
September 2, 2012
William Klimon Present WMACCA Program on Related Organizations
September 1, 2012
Patricia G. Lewis to Speak at IFA Roundtable Discussion with IRS National Director of Transfer Pricing Operations
July 25, 2012
Mark Allison to Speak on Motions in Limine
May 11, 2012
Mark Allison to Speak on Federal Tax Disputes
May 1, 2012
William Klimon to Present Program on Nonprofit Corporate Governance
March 1, 2012
Mark Allison to Moderate Parallel Civil Tax Litigation and Criminal Investigations Panel
February 17, 2012
Mark Allison Discusses Tax Litigation Trends
January 19, 2012
Patricia Lewis to Chair Panel on Transfer Pricing Enforcement
December 15, 2011
William Klimon to Discuss Multi-Level Nonprofit Organizations
August 1, 2011
William Klimon to Discuss Keeping Tax-Exempts in Compliance
July 8, 2011
William Klimon to Present Board Diversity Program on Nonprofit Governance
July 1, 2011
Circular 230 Important Revisions
February 23, 2011
Mark Allison Moderates Panel on Material Advisor Litigation
January 21, 2011
Mark Allison to Speak on Section 6700 Litigation
January 21, 2011
Richard Skillman to Speak on Executive Compensation
November 18, 2010
Changing Supervisory and Regulatory Landscape
October 4, 2010
Straight from the Bench: How to Prepare Your Case for Tax Court
June 18, 2010
Ethical Issues for Tax Practitioners
June 3, 2010
Daniel Rosenbaum to Speak at The Employment Tax National Research Program: When, Where, and How
May 27, 2010
Daniel Rosenbaum to Present Webcast on the Employment Tax Compliance Program
March 25, 2010
Mortimer Caplin Featured Speaker at Counsellors Lunch
January 19, 2010
Mark Allison Discusses Tax Court Procedures at ABA Conference
January 11, 2010
Litigating for the IRS: How It's Done and Where It Leads
November 20, 2009
68th Institute of Federal Taxation
October 18, 2009
FOIA - It Doesn't Hurt (And May Help) To Ask
September 24, 2009
Matthew Hicks to Discuss Statutes of Limitations Issues at ABA Conference
September 24, 2009
Mark Allison Chairs Statute of Limitations Panel
September 10, 2009
Daniel Rosenbaum to Present Audio Conference on Federal Employment Tax Oversight
August 13, 2009
Mark Allison Chairs Transferee Liability Panel at ABA Conference
January 10, 2009
Mark Allison Discusses Jury Trials at ABA Event
September 10, 2008
Mark Allison Talks Cross-Border Discovery at ABA Program
September 10, 2007
Mark Allison Speaks on Section 162(f) at TEI Conference
October 24, 2006
Mark Allison Discusses Tax Shelter Litigation Trends at ABA Program
February 10, 2006
William Klimon to Present Program on Practical Strategies
February 1, 2006
William Klimon to Discuss When Partnerships Don't Work
November 1, 2005
Mark Allison Speaks on Expert Witnesses at ABA Conference
September 10, 2004

Publications

IRS Launches Issue-Based Corporate Compliance Campaigns
February 24, 2017
IRS Launches Issue Based Corporate Compliance Campaigns
February 16, 2017
The New Partnership Audit Regime: What We Know, What We Do Not and What Is Next
January 23, 2017
Congress Looks to Fix New Partnership Audit Rules
January 6, 2017
Tax Plans Compared (December 2016) Corporate Tax
January 5, 2017
Captive Insurance: New IRS Tax Reporting Regime Potential for Penalties and Examinations
November 25, 2016
New Regulations Change Allocation of Partnership Liabilities
November 4, 2016
New Regulations Change Allocation of Partnership Liabilities
November 3, 2016
Muhammad Ali in the Time of the 'Maxi Tax'
August 8, 2016
Congress Enacts New Tax Examination and Collection Regime for Partnerships
January 22, 2016
Applying Tobacco Tax Lessons to Sugary Drinks
August 27, 2015
The Tax Planner's Tightrope: Morality and Politics Now in Play
August 14, 2015
The Need for Federal Oversight of Tax Preparers
August 10, 2015
The Intersection of U.S. Tax Treaty Policy, Tax Reform, and BEPS
July 24, 2015
Moore Requires 'More' Scrutiny of IRS-Imposed FBAR Penalties Under the Administrative Procedures Act
July 17, 2015
Treasury Proposes Significant Changes to Model Tax Treaty
June 12, 2015
Treasury Proposes Significant Changes to U.S. Model Treaty
June 4, 2015
Reflections on the Intersection of U.S. Tax Treaty Policy, U.S. Tax Reform, and BEPS
May 25, 2015
The Tax Planner's Tightrope: Morality and Politics Now in Play
May 5, 2015
Abusive Small Captive Insurance Companies on IRS 'Dirty Dozen' List
February 27, 2015
Proposed New York Tax Changes Would Affect Large and Small Businesses
January 30, 2015
OECD Releases Finalized Proposals on Key Tax Base Erosion Concerns
November 6, 2014
IRS Issues Final Regulations On Material Advisor Penalties
September 4, 2014
IRS Issues Final Regulations on Material Adviser Penalties
August 29, 2014
Remain Vigilant On Indian Permanent Establishments, Even After the Favorable e-Funds Decision
July 10, 2014
OECD's Proposed New Approach to Transfer Pricing of Intangibles: A Critique
June 29, 2014
The New APMA Procedures — Cosmetic or Cosmic?
March 14, 2014
A New Tax-and-Spend Strategy to Fight Obesity
January 6, 2014
Overview of the OECD'S Action Plan on Base Erosion and Profit Shifting
November 1, 2013
Me, Myself, and My Subsidiary: A Shift in the Intent Standard in Related-Party Hybrid Debt Cases
September 1, 2013
Amazon.com v. Commissioner: Veritas Redux?
August 1, 2013
Low-Income Students Must Aim High, Seize Opportunities Offered to Them
May 7, 2013
Global Netting: Potential Opportunities for Corporate Taxpayers
April 30, 2013
Cruising Toward Safe Harbors for Transfer Pricing?
March 1, 2013
Mutual Administrative Assistance in Tax Matters
March 1, 2013
Recent Developments: U.K. Excess Profits Tax Under the U.S. Foreign Tax Credit
January 1, 2013
A Deeper Democracy Begins with Proper Elections: Citizens United, the Rise of the Super PAC and the Loss of Electoral Integrity in the US
December 20, 2012
Re-Membering The Nonprofit -- Uses of Members in Corporate Governance
December 1, 2012
Safe at Last? Transfer Pricing Safe Harbors on the Horizon
September 6, 2012
What You Really Need to Know About Transfer Pricing
July 1, 2012
Case Updates-Dell Products (Norway) General Electric Capital (Canada) SNF (Australia)
March 1, 2012
Before It's Too Late: Reconsidering The IRS Relief for Madoff Losses
February 20, 2012
Commissionaire and Contract Manufacturing Arrangements - New Developments on Permanent Establishment Issue
January 1, 2012
2010 Treaty Developments
November 1, 2011
The Case for Tradable Tax Credits
November 1, 2011
Qualified Intermediaries, The EU Savings Directive, Trace--What Does FATCA Really Add
September 1, 2011
Business, Values, and Law: Forging a New Dialogue
August 30, 2011
India's Proposed Direct Taxes Code - Highlights For Corporate Taxpayers
July 1, 2011
Crawford's Last Stand? What Melendez-Diaz v. Massachusetts Means for the Confrontation Clause and for Criminal Trials
June 2, 2011
ITPF - Georgetown University Law Center Conference on Reform of International Tax
May 1, 2011
Putting an End to Foreign Tax Credit 'Splitting' Transactions
March 1, 2011
Advertising Liability: A Growing Risk Management Concern
January 1, 2011
President Obama's Efforts at International Tax Reform
January 1, 2011
The Foreign Account Tax Compliance Act and Notice 2010-60
December 1, 2010
IRS's Voluntary Disclosure Program for Offshore Accounts: A Critical Assessment After One Year
September 21, 2010
Advise Client Companies to Review Payroll Practices
September 10, 2010
Federal and State Governments Target Employment Tax Compliance
September 1, 2010
A Shift Toward Consumption Taxes: The Tax Policy Prescription For The Fiscal Ills of The Global Financial Crisis
July 1, 2010
Once Again Employment Tax Compliance at the Forefront of IRS's Enforcement Agenda
June 21, 2010
IRS Scrutinizes Payroll Practices, Challenges for Companies
May 1, 2010
Loan Guarantees and Transfer Pricing
May 1, 2010
When Diversity Meets the Global Market: Forging a New Generation of Business Leaders
April 30, 2010
Taxpayer Wins LILO Case in the Court of Federal Claims
April 1, 2010
The New Battle In An Old War: Omissions From Gross Income
March 8, 2010
IRS Scrutiny of Equity Swaps Could Impact Offshore Funds
March 5, 2010
National Westminster Bank: Will the IRS Ever Give Up
March 1, 2010
Kiva Dunes and Golf Course Conservation Easements: Important Implications for Tax Deductibility of Conservation Easement Contributions
January 1, 2010
The Curious Case of The Partial Loophole Closer
January 1, 2010
2009 Treaty Developments
November 1, 2009
Voluntary Disclosure Key to Addressing Offshore Tax Cheats, Practitioners Say
December 8, 2008
A $200,000 Penalty for a $25,000 Deduction??!!: the High Price of Failing to Disclose Listed Transactions Under Section 6707A of the Code
November 7, 2008
Sound and Fury, Signifying What? The U.S. Foreign Earned Income Exclusion Debate
September 15, 2008
Conservation Easements Under Fire: A Five-Point Strategy to Defend the Deduction
June 1, 2008
Treasury, IRS Continues Attack on Abusive Tax Transactions: Final Regulations for Reportable Transactions Issued
September 1, 2007
COMMENT: Deputy-Doctors: The Medical Treatment Exception after Davis v. Washington
May 1, 2007
Pay Immediate Attention to Far-Reaching Regulations on Intercompany Services
October 1, 2006
A Rare Look Inside The IRS's Office of Professional Responsibility
May 1, 2006
Deferred Prosecution Agreements: Implications for Corporate Tax Departments
February 1, 2006
Proposed Cost-Sharing Regulations Issues
January 15, 2006
Revisiting the Hospital Admissions Agreement in Light of the State Charity-Care Litigation
August 26, 2005
Tax Alert
June 15, 2005
Tax Alert
February 1, 2005
Tsunami: NGO's Response: Now and the Future
February 1, 2005
Tax Accounting Monthly Column
January 1, 2005
Technology Transfer and the New Economy
January 1, 2005
The Delegation of Investment Authority by Nonprofit Corporate Boards Under UMIFA
January 1, 2005
Tax Accounting Monthly Column
December 1, 2004
Tax Accounting Monthly Column
September 1, 2004
Tax Accounting Monthly Column
August 1, 2004
News on the Transfer Pricing Front
July 1, 2004
Section 6700 - IRS's Newly Found Weapon Against Professionals
April 1, 2004
Corporate Tax Departments and the New Focus on Corporate Criminality
December 1, 2003
Tax Accounting Monthly Column
November 30, 2003
"Hot Interest" for Large Corporate Underpayments
November 1, 2003
Transfer Pricing: New Rules for Services and Intangibles
November 1, 2003
Tax Accounting Monthly Column
October 1, 2003
Tax Accounting Monthly Column
September 1, 2003
Tax Accounting Monthly Column
August 1, 2003
Testimony of David Rosenbloom Before the U.S. Senate Committee on Finance
July 15, 2003
Tax Accounting Monthly Column
July 1, 2003
Codification of Economic Substance
May 7, 2003
Tax Accounting Monthly Column
May 1, 2003
Corporate Taxation: New Consolidated Return Duplicated Loss Rules
April 1, 2003
Tax Accounting Monthly Column
April 1, 2003
Tax Accounting Monthly Column
March 1, 2003
Tax Accounting Monthly Column
February 1, 2003
Tax Advice After Sarbanes-Oxley
January 24, 2003
Tax Accounting Monthly Column
December 1, 2002
Option Wars: Upping the Ante for Cost Sharing Arrangements
November 8, 2002
Tax Accounting Monthly Column
November 1, 2002
Tax Accounting Monthly Column
October 1, 2002
Accounting Methods - Which Retroactive 'Corrections' Require IRS Consent?
September 1, 2002
Second First?? Transfer Pricing Issues In Secondment of Personnel
September 1, 2002
Tax Accounting Monthly Column
September 1, 2002
Letter Ruling Alert: A Blueprint for Creating a Taxable Subsidiary
August 1, 2002
Tax Accounting Monthly Column
August 1, 2002
Tax Accounting Monthly Column
July 1, 2002
Of Merchandise, Accruals, And Administrative Grace
June 17, 2002
Tax Accounting Monthly Column
June 1, 2002
Tax Accounting Monthly Column
May 1, 2002
Evaluating and Managing Tax Shelter Risks
April 12, 2002
Tax Accounting Monthly Column
April 1, 2002
Tax Accounting Monthly Column
March 1, 2002
Tax Accounting Monthly Column
February 1, 2002
Tax Accounting Monthly Column
January 1, 2002
Letter Ruling Alert: A New Twist in Donations of Stock Options By Disqualified Persons
December 1, 2001
Tax Accounting Monthly Column
December 1, 2001
Tax Accounting Monthly Column
November 1, 2001
Tax Accounting Montly Column
October 1, 2001
Tax Accounting Monthly Column
September 1, 2001
Tax Accounting Monthly Column
July 1, 2001
Tax Accounting Monthly Column
June 1, 2001
'If Americans Really Understood The Income Tax'
May 28, 2001
Tax Accounting Monthly Column
May 1, 2001
The IRS Reorganization: Programs and Initiatives of the New Large Case Division
May 1, 2001
Tax Accounting Monthly Column
April 1, 2001
Caplin Calls for Fairness and Simplification in New Tax Legislation
March 5, 2001
Tax Accounting Monthly Column
March 1, 2001
Now Is the Time to Reform the Tax Code
February 7, 2001
Tax Accounting Monthly Column
February 1, 2001
Tax Accounting Monthly Column
January 1, 2001
Letter Ruling Alert: Charities and Election-Year Politics - The Transformation of a Public Figure's Charity Fund-Raising Letter into a Charity-Sponsored Campaign Advertisement
December 1, 2000
Tax Accounting Monthly Column
December 1, 2000
Congress Requires Disclosure by Section 527 Organizations
November 1, 2000
Letter Ruling Alert: Shades of Revenue Ruling 98-15 - Ancillary Joint Ventures Between Tax-Exempt Organizations and For-Profit Entities
November 1, 2000
Tax Accounting Monthly Column
November 1, 2000
Tax Accounting Monthly Column
October 1, 2000
Tax Accounting Monthly Column
September 1, 2000
Tax Accounting Monthly Column
August 1, 2000
Tax Accounting Monthly Column
July 1, 2000
Transfer Pricing: A Special Report
July 1, 2000
Tax Accounting Monthly Column
June 1, 2000
Tax Workouts and Procedures During and After the IRS Restructuring
June 1, 2000
The UPS, Limited and Compaq Cases: Is the Tide Turning?
June 1, 2000
Tax Accounting Monthly Column
May 1, 2000
Tax Accounting Monthly Column
April 1, 2000
Tax Accounting Monthly Column
March 1, 2000
A New Way to Resolve a Factual Issue with the IRS Before Filing a Return
February 21, 2000
Tax Accounting Monthly Column
February 1, 2000
Tax Accounting Monthly Column
January 1, 2000
Tax Accounting Monthly Column: Bank's Loan Origination Costs Emerge As a High-Profile Issue
December 1, 1999
Tax Accounting Monthly Column: Clear Reflection Principles May Work For Taxpayers Too
November 1, 1999
Tax Accounting Monthly Column: IRS Wins Before the Tax Court in Norwest
October 1, 1999
When Is Tax Practice 'Legal'?
July 5, 1999
The Hamas Deportation: Israel's Response to Terrorism During the Middle East Peace Process
January 1, 1994

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