Counsel for Investment Properties and 1031 Transactions.
Numerous purchases and sales of both strategic and investment properties, including 1031 transactions.
Tax Counsel to Global Food Service Equipment Manufacturer
Counsel to global food service equipment manufacturer for annual tax credits, IRS and State tax representations resulting in more than $40MM in tax benefits, including research tax credit and state job growth and retention tax benefits.
Tax Counsel to Global Food Service and Uniform Supplier
Counsel to global food service and uniform supplier for research tax credit management and IRS representation resulting in more than $20MM in tax refunds and annual tax benefits.
Property Tax Disputes
Lead or co-counsel in several property tax disputes in the Michigan Tax Tribunal and appellate courts involving disputes with tax dollars at issue ranging from $10,000 to over $40MM.
Tax Planning for Mergers & Acquisitions Transactions
Represented numerous private entities in tax planning for domestic and international M&A transactions.
Counsel to Food Service Provider
Counsel to food service provider on all matters including franchise matters, food commissaries/distribution, litigation, tax compliance, and real estate transactions.
Real Estate Development – Tax Incentive-Based Financing Packages
Advised on and closed over $150MM in real estate development transactions, including securing tax incentive-based financing packages within the state of Michigan.
Opportunity Zone Funds
Successfully advised on and structured numerous opportunity zone funds for the financing of qualified opportunity zone businesses and the redevelopment of qualified opportunity zone properties.
Tax Credits on Behalf of Global Leader in Paint Finishing Systems
Counsel to global leader in paint finishing systems for tax credit and incentive advisory services resulting in more than $8MM in cash grant and property tax abatements for plant rehabilitation and expansion project.
$9MM in Tax Credits Obtained for Real Estate Development Group
Counsel to a private real estate development group for syndicated tax credit and economic incentive loan structure, resulting in nearly $9MM of available tax credits and low interest rate financing for new hotel and multi-use commercial development project.
Counsel for Acquisitions in Chicago Opportunity Zones
Counsel to regional developer in acquisition, development, and financing of multiple mixed-use buildings in Chicago Opportunity Zones.
State Tax Incentives on Behalf of Tier I Automotive Supplier
Counsel to a Tier I automotive supplier for corporate relocation and a job growth package resulting in more than $8MM in state tax and economic cash incentives.
Research Tax Credits on Behalf of Global Leader in Industrial Packaging
Counsel to a global leader in industrial packaging products and services for research tax credit resulting in more than $5MM in additional research tax credits. We also helped secure a $7MM incentive package for a new investment in capital infrastructure and an operational improvement strategic initiative.
$29MM+ State and Federal Tax Incentives for Autonomous Vehicle Manufacturer
Counsel to an autonomous vehicle manufacturer for employment tax and real estate transaction support along with advising and securing a multi-state incentive package resulting in more than $29MM in state and federal incentives related to the growth and investment in new R&D and manufacturing operations as well as retaining and adding new jobs.
$7.5MM Settlement for TIFA
Represented a Tax Increment Finance Authority entity ("TIFA") where we obtained a $7.5MM settlement in a complex litigation matter were TIFA alleged that 25 years of payments made pursuant to a signed agreement should be returned as they were made without authority under the alleged contract.
Case of First Impression – Statutory Interpretation Involving Personal Residence Exemption
Lead attorney and successful in a case of first impression in the Michigan Court of Appeals that involved a challenge to the Michigan Treasury's long-standing interpretation of a statute requiring the Treasury to exercise discretion in waiving penalties and interest when a written request to rescind a Personal Residence Exemption is made, but not acted upon by the local assessor. Denton v. Dep't. of Treasury, 317 Mich. App. 303, 894 N.W.2d 694 (2016)
Redevelopment Agreement Not Violated
Successfully resolved a breach of contract and fraud case brought by an Illinois municipality against our client, a nationally known manufacturer. The municipality asserted that the client's successful property tax protests had violated a redevelopment agreement the parties had entered into in connection with the municipality's creation of a Tax Increment Financing District encompassing the client's manufacturing facility.
Representation of Agricultural Cooperative
Successfully represented a local member agricultural cooperative in a corporate governance/membership dispute with a large regional agricultural supply cooperative operating in more than 40 states and Ontario, Canada.
Successful Defense of Private Utility
Defended a private utility company before the Michigan Court of Appeals and Michigan Supreme Court in a high stakes tax valuation dispute, obtaining favorable decisions from the appellate courts.
Counsel to Chinese State-Owned Company
Represented a Chinese state-owned machine and tool company in a U.S. site selection matter and successfully retained a $3.3MM government tax credit and incentive package for client’s $15MM Greenfield investment in the U.S.
Property Tax Savings and Refund Awarded
Represented a large natural-gas-fired combined-cycle electric generating plant in a multimillion-dollar property tax appeal concerning the complex subject matter of power plant valuation. After extensive discovery and a full trial (affirmed on appeal), we obtained a judgment for our client resulting in the lowering of the property assessment by over $200MM. In addition to a multimillion-dollar tax refund to our client, the judgment resulted in millions of dollars in tax savings not only in the tax years under appeal, but also in subsequent years.
$1.1MM Settlement on Tax Investment
Represented an investor where we obtained a settlement of over $1.1MM from a broker and security company involving a complex tax investment.