Structured $750M REIT M&A using downREIT framework, complex LLC reorganization, and multi-jurisdictional tax strategy.

Converted 120-year-old C-corp into homeowners’ association, avoiding taxes on future dues and assessments.

Merged distressed S-corp into trust, enabling $45M loss carryback and avoiding real estate taxes.

Executed forward/reverse like-kind exchanges for large real estate deals, deferring taxes across complex partnerships.

Advised Japanese firms on U.S. tax strategy, minimizing income and excise taxes across jurisdictions.

Engineered inversion of U.S. pharma firm into Swiss entity, avoiding U.S. taxes on global IP.

Structured German fund holdings to qualify for U.S. treaty benefits and pass-through tax treatment.

Represented estate in Tax Court, securing 58% deduction on disputed partnership interest and debt.

Organized limited partnerships to apply valuation discounts and convert real estate into intangible property.

Won $170M trust reformation case, correcting perpetuities clause and preserving generation-skipping tax exemption.