Tax counsel for the issuance of tax-exempt bonds. Peter has served as tax counsel in tax-exempt bond financings in such areas as 501(c)(3) hospitals, other qualified 501(c)(3) bonds, housing, multi-family housing, senior living facilities, educational facilities, exempt facility bonds, transportation, and traditional government financings.
Tax counsel relating to continuing tax law compliance requirements for tax-exempt bonds, including arbitrage and rebate requirements.
Representing bond issuers and conduit borrowers in examinations before the Internal Revenue Service.
Counseling developers, nonprofit, for-profit, and government entities with respect to over $100 Million of tax-advantaged financings and economic development incentives including federal New Market Tax Credits, federal Historic Rehabilitation Credits, state tax credits, and other federal and state tax incentives.
Federal partnership taxation, including tax planning and counseling in connection with the formation, capitalization, operations and terminations of entities taxed as partnerships.
Tax planning and compliance counseling with respect to structuring mergers, acquisitions, disposition and business transactions to minimize taxes and comply with federal tax laws.
Tax counsel to non-profit entities with regard to formation, exempt status, UBIT and transactions with for-profit entities.
Counsel to clients in tax controversy matters before the United States Tax Court, Internal Revenue Service and state agencies.
TG Missouri Corp v. Commissioner, 133 T.C. No. 13 (2009) – (successfully represented taxpayers in lead national case involving interpretation of statutory provisions allowing for the federal Research Credit).