Elizabeth Whalen > Withers Bergman LLP > New Haven, United States > Lawyer Profile

Elizabeth Whalen

+1 203 974 0396 elizabeth.whalen@withersworldwide.com View profile

Work Department

Personal Tax

Position

Of Counsel

Career

Elizabeth is a tax attorney who, in recent years, has focused on criminal and civil tax defense and offense. Elizabeth spent the first eight years of her career in the Manhattan offices of two large international law firms, where she provided tax advice on a wide range of deals:

* international corporate mergers, acquisitions, divestitures and restructurings;
* structuring financial instruments and financing vehicles, in and outside of the US;
* distressed asset workouts and bankruptcy;
* real estate transactions;
* structuring, syndication and workouts of natural resources (timber, electricity, and oil and gas); and
* planning for both ‘inbound’ (foreign into the US) and ‘outbound’ (US to offshore) transactions, investments and relocations.

Elizabeth joined the firm in 1998, where she used her transactional tax background to counsel wealthy families on their businesses and investments, later becoming their trusted advisor. After the US Department of Justice began pursuing UBS in 2007, Elizabeth selected and trained the Withers’ team to represent affected clients. Today, that tax investigations team has members based in 10 Withers’ offices and represents clients worldwide; this is now Elizabeth’s primary focus.

Memberships

American Bar Association

New York State Bar Association

Connecticut Bar Association

Education

Columbia Law School, J.D., Harlan Fiske Stone Scholar

New York University School of Law, LL.M. in Taxation

City University of NY, Brooklyn College, M.A. Economics

City University of NY, B.S. Accounting, summa cum laude, Chancellor’s Honor Roll