Tax

Savvy business leaders know that tax issues accompany nearly every business decision. Facing these issues requires a bold approach, under the guidance of knowledgeable and experienced tax counsel. McGuireWoods’ business tax group provides that guidance. We help clients achieve their business goals by minimizing risks, maximizing after-tax profits and advising them on the day-to-day concerns that affect their business and bottom line.

Our client representation covers the full spectrum of federal, state and local taxes for enterprises ranging from closely held entities to Fortune 500 companies. We work as our clients’ partner — learning and understanding their businesses and industries, while creating relationships that go beyond the issues of the day. We focus on providing advice in connection with today's sophisticated financial transactions, and help clients anticipate tomorrow's challenges.

Representative Services

  • Mergers, acquisitions, reorganizations, spin-offs and divestitures
  • Partnerships, limited liability companies & joint ventures
  • S corporations
  • International tax
  • Capital markets transactions
  • Structured products and derivative transactions
  •  Leasing
  •  Real estate transactions and REIT offerings
  •  Tax credits
  •  Taxation of energy and natural resources
  •  State and local taxation
  •  Tax controversy and tax litigation
  •  Tax legislation and incentives
  •  Restructuring and insolvency
  •  Nonprofit and tax-exempt organizations
  •  Employment tax
  •  Excise tax

CONTACTS

Gerald V. Thomas II Partner T: +1 404 443 5614 Email
Charles D. Fox IV Partner T: +1 434 977 2597 Email
Thomas P. Rohman Partner T: +1 804 775 1032 Email
Results 1-20 of 25
Show All

RESULTS DEPEND ON A VARIETY OF FACTORS UNIQUE TO EACH CASE. PRIOR RESULTS DO NOT GUARANTEE OR PREDICT A SIMILAR OUTCOME.

Representative Matter

Purchase of student accommodation portfolios

We represented Arlington Investors and Campus Living Villages in purchasing student accommodation portfolios for approximately £125 million ($177 million U.S.) from Spectrum Housing Group and Sanctuary Housing Association.
The joint venture deal, which completed on 9 March 2016, is a significant acquisition in the student accommodation market in the UK, being one of the first insurance lending backed deals with a direct let portfolio, which currently consists of just under 2,000 units, including finance for a further 500 units under construction.  
This is the third major student housing purchase McGuireWoods has handled for Arlington Investors in the past three years. In 2014, we handled the £250 million ($354.1 million U.S.) acquisition of the Ottoway student accommodation portfolio from the Opal group. In 2015, we assisted in the purchase and structuring of the Goldsmiths student accommodation portfolio from Goldsmiths University.
Representative Matter

Venture capital investor

Represented a venture capital investor in connection with a $20 million Series B venture financing in a company that owns and operates a new digital out of home television network for the McDonald's chain.
Representative Matter

Public holding company

Represented a public holding company in the $180 million sale of its subsidiary, a manufacturer and distributor of industrial sewing thread, technical textiles and consumer products, to a private equity firm.
Representative Matter

Private equity fund

Representation of a private equity fund in a recapitalization of a designer and manufacturer of custom precision optics and optical assemblies for an undisclosed amount.
Representative Matter

Oil & gas industry supplier

Represented the world’s leading supplier of technology, integrated project management and information solutions to customers working in the oil and gas industry worldwide in its $25 million investment in a cathodic atmospheric plasma company, which represented a 20% stake together with a prepayment for a supply agreement.
Representative Matter

Leading producer of films for thermoform packaging

Representation of one of the world's leading producers of films for pharmaceutical, medical device, food, electronics, and general-purpose thermoform packaging in a stock acquisition of a company that manufactures overlay film converting and adhesive coating for the card industry.
Representative Matter

Provider of e-learning performance support

Represented a leading provider of e-learning performance support solutions in connection with a $5.5 million investment by a venture capital firm.
Representative Matter

Publicly-traded manufacturer of high-speed interconnect solutions

Represented a publicly-traded manufacturer of high-speed interconnect solutions in its asset acquisition of a silicon photonics-based technology manufacturer.
Representative Matter

Portfolio company

Representation of a portfolio company/private equity firm in the closing of a $77 million credit facility to fund a $52 million dividend to the company's shareholders. The transaction involved a cashless option exercise by the company's employee-option holders.
Representative Matter

Regional agricultural cooperative

Advised a regional agricultural cooperative through a two-part transaction in which our client purchased a 10 percent share in a grain management company for $10.5 million.
Representative Matter

Private equity firm

Represented a private equity firm that manages over $1 billion of capital  in an asset purchase between an entity created by the PE firm and a Wisconsin-based lighting company.  The newly formed entity provides boxed-in/boxed-out lighting products and other related items through catalog and online sales.
Case Study

McGuireWoods represents Baltimore City in $25 million bond deal

McGuireWoods recently represented Baltimore City in the issuance of approximately $25 million in tax increment financing (TIF) bonds to finance a portion of a $1.8 billion redevelopment project in East Baltimore. (Baltimore City pledged the tax revenues expected to be derived from increases in the taxable value of the property to pay debt service on the TIF bonds.) McGuireWoods helped develop a complicated yet innovative financing structure that leveraged the bond proceeds to create an additional approximately $3.7 million of New Markets Tax Credit equity for the benefit of East Baltimore Development, Inc., a city-created, nonprofit developer.

Case Study

McGuireWoods obtains full concession from IRS in pro bono tax case

Representing a pro bono client on behalf of The Community Tax Law Project, a 501(c)(3) organization representing low income taxpayers, we obtained a full concession by the IRS less than one week before a tax case was to be tried in U.S. Tax Court. We established that a father was entitled to a dependency exemption for his son, even though he did not have physical custody for more than half the year.
Representative Matter

Leading pork producer and processor

Assisted a client in structuring a $60 million acquisition of a partial interest in a foreign corporation.
Representative Matter

Multi-channel speciality retailer

Representation of a client in connection with the issuance of tracking stock and assisted client in its spin-off of the operating subsidiary under Section 355. The engagement included drafting and review of offering documents and related securities filings, structuring certain terms, and rendering certain tax opinions.
Representative Matter

One of the largest producers and transporters of energy in the United States

Representation of a client before the IRS in connection with an intra-group restructuring styled as an internal Section 355 spin-off.
Representative Matter

One of the largest producers and transporters of energy in the United States

Representation of a client in connection with the acquisition of a $1.2 billion public company, including preparation of merger agreement, related acquisition documents, tax discussion in offering memoranda, and supporting tax opinions.
Representative Matter

One of the largest producers and transporters of energy in the United States

Devised a creative structure for a proposed $650 million joint venture that benefits accelerated depreciation and other tax attributes, while utilizing the tax-exempt partner’s reduced cost of capital. This resulted from our team-oriented approach with tax, corporate and regulatory attorneys.
Representative Matter

One of the largest producers and transporters of energy in the United States

Implemented a strategy to qualify a $700 million business alliance as tax-exempt use property eligible for rapid depreciation deductions.
Representative Matter

One of the largest producers and transporters of energy in the United States

Representation of a client in connection with the formation of a partnership and the subsequent acquisition of target assets, and structured $725 million of combined debt and equity capitalization, utilizing various trusts to secure obligations to creditors.
Results 1-20 of 25
Rosemary Becchi Rosemary Becchi
Partner
2001 K Street N.W.
Suite 400
Washington, DC 20006-1040
Email
T: +1 202 857 2946
F: +1 202 828 2971
vCard
Craig D Bell Craig D. Bell
Partner
Gateway Plaza
800 East Canal Street
Richmond, VA 23219-3916
Email
T: +1 804 775 1179
F: +1 804 698 2160
vCard
Jean Gordon Carter
Partner
434 Fayetteville Street
Suite 2600
Raleigh, NC 27601
Email
T: +1 919 755 6684
F: +1 919 755 6609
vCard
Douglas W Charnas Douglas W. Charnas
Partner
2001 K Street N.W.
Suite 400
Washington, DC 20006-1040
Email
T: +1 202 857 1757
F: +1 202 828 2980
vCard
Andrea Chomakos Andrea C. Chomakos
Partner
201 North Tryon Street
Suite 3000
Charlotte, NC 28202-2146
Email
T: +1 704 373 8536
F: +1 704 353 6194
vCard
Dan Chung Daniel M. Chung
Associate
2001 K Street N.W.
Suite 400
Washington, DC 20006-1040
Email
T: +1 202 857 1759
F: +1 202 857 1737
vCard
Melissa Kreager Melissa L. Kreager
Attorney
201 North Tryon Street
Suite 3000
Charlotte, NC 28202-2146
Email
T: +1 704 343 2039
F: +1 704 373 8839
vCard
Durham McCormick Durham C. McCormick Jr.
Partner
JPMorgan Chase Tower
600 Travis Street
Suite 7500
Houston, TX 77002-2906
Email
T: +1 713 353 6691
F: +1 832 214 9934
vCard
Robert G McElroy Robert G. McElroy
Partner
77 West Wacker Drive
Suite 4100
Chicago, IL 60601-1818

Gateway Plaza
800 East Canal Street
Richmond, VA 23219-3916
Email
T: +1 312 849 3692
F: +1 804 698 2112
vCard

T:+1 804 775 1067
F: +1 804 698 2112

Matthew D. McKim
Partner
77 West Wacker Drive
Suite 4100
Chicago, IL 60601-1818
Email
T: +1 312 849 8156
F: +1 312 698 4512
vCard
Stephen Murphy Stephen W. Murphy
Associate
Court Square Building
310 Fourth Street, N.E.
Suite 300
Charlottesville, VA 22902-1288
Email
T: +1 434 977 2538
F: +1 434 980 2266
vCard
Bradley A Ridlehoover Bradley A. Ridlehoover
Associate
Gateway Plaza
800 East Canal Street
Richmond, VA 23219-3916
Email
T: +1 804 775 4312
F: +1 804 698 2171
vCard
Tom Rohman Thomas P. Rohman
Partner
Gateway Plaza
800 East Canal Street
Richmond, VA 23219-3916

1750 Tysons Boulevard
Suite 1800
Tysons, VA 22102-4215
Email
T: +1 804 775 1032
F: +1 804 698 2154
vCard

T:+1 703 712 5339
F: +1 703 712 5050

Christina L. Santana
Associate
77 West Wacker Drive
Suite 4100
Chicago, IL 60601-1818
Email
T: +1 312 849 8213
F: +1 312 698 4536
vCard
Matthew C. Sperry
Partner
77 West Wacker Drive
Suite 4100
Chicago, IL 60601-1818
Email
T: +1 312 849 8155
F: +1 312 698 4513
vCard
Russ Sullivan Russell W. Sullivan
Partner
2001 K Street N.W.
Suite 400
Washington, DC 20006-1040
Email
T: +1 202 857 2938
F: +1 202 828 3338
vCard
Thomas Taylor Thomas E. Taylor
Counsel
300 North Third Street
Suite 320
Wilmington, NC 28401-4099
Email
T: +1 910 254 3819
F: +1 704 353 6178
vCard
J. Christian Tennant J. Christian Tennant
Counsel
Gateway Plaza
800 East Canal Street
Richmond, VA 23219-3916
Email
T: +1 804 775 4399
F: +1 804 698 2124
vCard
Gerald Thomas Gerald V. Thomas II
Partner
Promenade
1230 Peachtree Street, N.E.
Suite 2100
Atlanta, GA 30309-3534
Email
T: +1 404 443 5614
F: +1 404 443 5776
vCard
J. Michael Wilson J. Michael Wilson
Partner
201 North Tryon Street
Suite 3000
Charlotte, NC 28202-2146
Email
T: +1 704 343 2064
F: +1 704 343 2300
vCard
Emily Winbigler Emily J. S. Winbigler
Associate
Gateway Plaza
800 East Canal Street
Richmond, VA 23219-3916
Email
T: +1 804 775 1035
F: +1 804 698 2311
vCard
Thomas S. Word Jr.
Counsel
Gateway Plaza
800 East Canal Street
Richmond, VA 23219-3916
Email
T: +1 804 775 4360
F: +1 804 698 2211
vCard
Results 1-20 of 29
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Event

11th Annual Fiduciary Advisory Services Seminar

Issues Confronting Fiduciaries

Wednesday, October 5, 2016
Chicago, IL
Event

New Developments in Tax and Wealth Planning

April 19, 2016
Charlotte, NC
Event

Doing Business in China

An Interactive Discussion

February 15 – 18, 2016
Richmond, VA | Charlotte, NC | New York, NY | Chicago, IL
Speaking Engagement

IMN 13th Annual Winter Forum on Real Estate Opportunity & Private Fund Investing

January 20-22, 2016
Laguna Beach, CA
Event

New Developments in Tax and Wealth Planning

October 22, 2015
Richmond, VA
Speaking Engagement

2015 American Bar Association Section of Tax May Meeting

May 8, 2015
Washington, DC
Speaking Engagement

What's a Young Tax Attorney to Do When...?

April 8, 2015
Live Webinar
Speaking Engagement

ABA Section of Taxation 2015 Midyear Meeting

January 30, 2015
Houston, TX
Event

New Developments in Tax and Wealth Planning

October 22, 2014
Richmond, VA
Event

What You Do Not Know Can Hurt You

Issues Confronting Professional Fiduciaries

October 7, 2014
Chicago, IL
Speaking Engagement

33rd Annual Family Law Seminar

Income Tax Planning Considerations in Divorce and Separation

October 2014
Event

Deficits, Debt and Deductions

Will You Be at the Table or on the Menu for the Tax Reform Debate?

September - December 2013
McGuireWoods Offices
Event

New Developments in Tax and Wealth Planning

Complimentary Program

Wednesday, October 30, 2013
Richmond, VA
Speaking Engagement

Tax Controversy Today: New Developments and Practical Tips

September 17, 2013
Webinar
Results 1-20 of 29
Results 1-20 of 99
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Legal Alert

To BREXIT or Not to BREXIT? That is the Question.

But What are the Consequences?

June 21, 2016
Legal Alert

Tax Policy Update

McGuireWoods Consulting LLC
October 20, 2015
Legal Alert

Tax Policy Update

McGuireWoods Consulting LLC
October 13, 2015
Legal Alert

Tax Policy Update

McGuireWoods Consulting LLC
October 6, 2015
Results 1-20 of 99