Tax in United States

Polsinelli PC

Aman Badyal at Polsinelli PC is focused on general income tax advice, with a particular focus in assisting within the blockchain tax space. Notably, Badyal is experienced in tax aspects of M&A, advising a diverse range of clients.

Principaux clients

SKB Cases, LLC


Fringe Studios


EarthGrid


Principaux dossiers


  • Badyal represented SKB Cases, LLC in connection with its investment from a PE firm. The transaction included an F-reorganization, real-estate, IP, and cross-border legal matters.
  • Badyal represented Fringe Studios in amending and restarting its existing buy-sell agreement, which was disrupted because of a previous US Supreme Court decision, by restructuring the agreement.

Greenberg Glusker LLP

Darryl Cluster at Greenberg Glusker LLP focuses on representing clients in the charity sector. Cluster notably advises donor funds and assists clients across a range of wealth levels by assisting with planning and preparing tax changes across tax-exemption issues.

Buchalter

Joseph Fletcher III is the co-chair of the tax, benefits and estate planning Group at Buchalter, notably representing clients in the tech and logistics sectors as well as some businesses in China and Japan. Fletcher advises M&A deals, PE exits and represents companies in audit.

Greenberg Glusker LLP

Thomas Giordano-Lascari at Greenberg Glusker LLP specializes in restructuring. Notably, Giordano-Lascari has advised cross-border restructuring across foreign trusts, sale of islands, and pre-immigration plans.

Principaux dossiers


  • Advise clients regarding a pre-immigration plan designed by other firm and the US income tax risks associated with same. Provided advice on restructuring plan to achieve desired tax results and ongoing estate planning considerations. Provided lead counsel regarding obtaining a tax insurance policy to manage tax risks.
  • Provided tax advice regarding the structure of the sale of a Bahamian island ultimately owned by a US family through a Bahamian company. Also provided wealth planning advice related to the sales proceeds and ongoing succession planning advice for certain retained plots on the island.
  • Represented trustee of foreign trust settled by non-US settlor on restating the trust to optimize for US tax purposes and long-term planning in respect of potential U.S. beneficiaries. Representation included both gift, estate and income tax planning, including corporate tax optimization for shares in a public company.

Greenberg Glusker LLP

Stefanie Lipson at Greenberg Glusker LLP is experienced in a range of tax matters. Lipson often represents clients in cross-border matters involving income tax disputes across a variety of industries.

Greenberg Glusker LLP

Laura Zwicker is the co-chair of the private client services group at Greenberg Glusker LLP and leads its international private wealth law practice. Zwicker represents clients in the entertainment industry such as actors with connections in different countries.

Principaux clients

US Actor with UK Connections ($500 Million+)


European Actress with US Family Members ($800 Million+)


UK Author with US Interests


Estate of Greek/US Dual National


Swiss National Living in California


US Long Term Green Card Holder Relocating Outside of US


UK Entertainer with US Connection


UK Heiress with US Interests


US Music Producer


Founder of Closely Held International Company (Bicycles)


Founder of Publicly Traded International Company (Technology) ($2


Billion+)


Founder of Vertically Integrated Dairy Operations ($1 Billion+)


Entertainment Company Executive


Principaux dossiers


  • Representing a high-profile US actor with a net worth in excess of $500 million. Work has included analysis of client’s income tax position under US/UK income tax treaty, developing solutions to maximize income tax efficiency, and client’s company structure management.
  • Representing a high-profile European actress with family members in the US and in Switzerland. This involves three primary workstreams; structuring of a company, tax treatment, and creation of an offshore trust.
  • Representing a high-profile film producer and director in connection with the United States exit tax, income tax and gift and estate tax planning for a United States long-term permanent resident who acquired significant assets in and began spending significant periods of time in New Zealand.