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Caplin & Drysdale, Chartered

Work +1 202 862 5000
Fax +1 202 429 3301
New York, Washington DC

United States: Finance

Not-for-profit (nonprofit and tax exempt organizations)
Not-for-profit (nonprofit and tax exempt organizations) - ranked: tier 3

Caplin & Drysdale, Chartered

Specialist tax firm Caplin & Drysdale, Chartered has a dedicated practice for charities and other NFP organizations, with a client base made up of both small charities and large private foundations. Key names include Washington DC-based Douglas Varley and Mark Matthews for tax and William Klimon, who is recommended for his advice in NPF formation, dissolution and merger transactions.

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United States: Labor and employment

Employee health and retirement plans
Employee health and retirement plans - ranked: tier 4

Caplin & Drysdale, Chartered

Joanne Youn and Richard Skillman handle Caplin & Drysdale, Chartered’s employee benefits work. Skillman advises the Kaiser Foundation on its 403(b) and retiree medical plans alongside Ronald Cluett, who also assisted Skillman in his work for VALIC. Youn assists MBN with its payroll tax, and advises Teekay on ongoing cross-border issues related to its benefits plans. The team also represents the World Bank and the IMF in connection with their defined benefit plans and executive compensation agreements. Both partners are based in Washington DC.

Next generation lawyers

Ronald Cluett - Caplin & Drysdale, Chartered

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United States: Tax

International tax
International tax - ranked: tier 3

Caplin & Drysdale, Chartered

Clark Armitage and Patricia Lewis are the key partners for international tax at Caplin & Drysdale, Chartered. The core team, based in Washington DC, consists of seven partners and advises clients on transfer pricing, IRS examinations and international transactions. David Rosenbloom, who specializes in international tax planning and contentious matters, also served as an expert witness in numerous international tax disputes. Kirsten Burmester and Michael Pfeiffer both have notable experience advising high-net-worth individuals on structuring the taxation of their cross-border investments and estates, while Neal Kochman provides expertise in representations before tax authorities.

Leading lawyers

David Rosenbloom - Caplin & Drysdale, Chartered

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US taxes: contentious
US taxes: contentious - ranked: tier 1

Caplin & Drysdale, Chartered

Caplin & Drysdale, Chartered’s ‘superb’ team advises on a range of criminal proceedings, offshore disputes and civil matters. The firm continues to represent hundreds of US citizens and residents in compliance issues arising from their failure to report foreign bank accounts, trusts and businesses. It is also advising the president and CEO of a company on an IRS criminal investigation into the failure to withhold and remit payroll taxes to the IRS. The ‘sharpScott Michel heads the group in Washington DC, where Christopher Rizek is ‘excellent’ and Niles Elber is also recommended. The ‘brilliantMark Allison leads the New York-based team, where Rachel Partain and Zhanna Ziering were recently promoted to the partnership.

Leading lawyers

Christopher Rizek - Caplin & Drysdale, Chartered

Scott Michel - Caplin & Drysdale, Chartered

Next generation lawyers

Niles Elber - Caplin & Drysdale, Chartered

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Further information on Caplin & Drysdale, Chartered

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United States

Offices in Washington DC and New York

Legal Developments worldwide

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  • Government puts cartel criminalisation back on the table

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  • Luxembourg introduces draft legislation to create beneficial ownership registers

    Luxembourg’s government has published draft legislation to incorporate into national law the requirements under articles 30 and 31 of the European Union’s Directive 2015/849 on the prevention of the use of the financial system for the purposes of money laundering or terrorist financing, better known as the 4th Anti-Money Laundering Directive. Placed before the Chamber of Deputies on December 6, 2017, draft law no. 7217 would establish a central register of beneficial owners of Luxembourg legal entities such as companies and partnerships under the authority of the minister of justice, while draft law no. 7216 would create a similar register of beneficial owners of fiduciary contracts, that is express trusts, under the authority of the Administration de l’Enregistrement et des Domaines, Luxembourg’s indirect tax authority.
  • The new EU regulation on general data protection 2016/679 (“GDPR”)

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