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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 2

Caplin & Drysdale, Chartered

Caplin & Drysdale, Chartered has focused on the special needs of charities and other organizations for decades, and has a client base ranging from small charities to some of the largest and best-endowed private foundations and institutions. Washington DC-based Douglas Varley advises on the design of major grant-making programs and is involved in the development of national educational campaigns that target significant policy issues; he also advises on international philanthropy and transactions with for-profit organizations. Mark Matthews is a tax specialist and, over the last decade, William Klimon has advised more than 500 nonprofit organizations on formation and dissolution issues, as well as nonprofit mergers. Marcus Owens left for Loeb & Loeb LLP’s Washington DC office.

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United States: Labor and employment

Employee benefits and executive compensation
Employee benefits and executive compensation - ranked: tier 4

Caplin & Drysdale, Chartered

The Washington DC-based team at Caplin & Drysdale, Chartered provides ‘unparalleled high-level service with respect to responsiveness, knowledge and efficiency’. The firm advises employers on benefits issues including deferred compensation and ERISA pension plans, and is noted for nonprofits. Joanne Youn and Richard Skillman, who has ‘extremely high levels of experience and knowledge’, assist Lakewood Church with its deferred compensation arrangements, and advise the International Monetary Fund and World Bank on benefit plan issues, including relations with the IRS regarding the planned ‘Cadillac Tax’. In other work highlights, Patricia Lewis and Youn advised SKF USA on plan design and implementation.

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United States: Tax

International tax
International tax - ranked: tier 3

Caplin & Drysdale, Chartered

Caplin & Drysdale, Chartered handles tax planning and tax controversy matters with international elements on behalf of multinational corporations, financial institutions and individuals. The team is based across the firm’s Washington DC and New York offices, and is jointly led by Scott Michel and Mark Allison. David Rosenbloom has ‘an excellent reputation’ and is ‘very experienced’ and Patricia Lewis is recommended for transfer pricing. Clark Armitage and of counsel Peter Barnes are other names to note.

Leading lawyers

David Rosenbloom - Caplin & Drysdale, Chartered

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

Caplin & Drysdale, Chartered

Excellent firmCaplin & Drysdale, Chartered provides a ‘first-class’ service in all matters, from voluntary disclosures and IRS investigations to offshore-related matters. The 13 partners are led by the ‘practical and hands-on’ Mark Allison in New York and Washington DC-based Scott Michel, who ‘brings years of industry experience and knowledge to bear on client issues’. Christopher Rizek, also in Washington DC, is highly regarded in the field. The team represented the co-founder and owner of the Hard Rock Cafe in a Court of Federal Claims suit against the IRS seeking a tax refund of approximately $10m. In another Court of Federal Claims suit, it is acting for insurance company AIG in a dispute with the United States regarding a payment of $30m in interest derived from a tax overpayment for the 1991 tax year. Dianne Mehany was promoted to member, while transactional tax and private client specialist Jonathan Brenner joined from Feingold & Alpert, LLP. Peter Lowy went to Chamberlain, Hrdlicka, White, Williams & Aughtry.

Leading lawyers

Christopher Rizek - 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

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