Wendi Kotzen > Ballard Spahr LLP > Baltimore, United States > Lawyer Profile
Ballard Spahr LLP Offices
111 S. Calvert Street
27th Floor
BALTIMORE, MD 21202-6174
MARYLAND
United States
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Wendi Kotzen
Work Department
Real Estate
Position
Partner and Practice Leader of Ballard Spahr’s Tax Group
Career
Wendi L. Kotzen is a member of the Real Estate Department and the Practice Leader of Ballard Spahr’s Tax Group. Her practice focuses on tax law, including federal, state and local taxation of individuals, corporations, and partnerships. Ms. Kotzen advises clients on the taxation of all types of real estate transactions, has an extensive background in Pennsylvania and Philadelphia realty transfer tax planning, and advises clients in connection with mergers and acquisitions. She provides tax advice in connection with labor and other litigation matters, and she represents clients before federal, state, and local agencies contesting proposed tax adjustments. Also, Ms. Kotzen has an extensive background in working with REITs, real estate partnerships (both for developers and investors), leasing transactions, sale-leasebacks, Pennsylvania state tax incentives, structuring like-kind exchanges (forward, reverse, and TIC exchanges), structuring qualified opportunity zone deals, and workouts.
Wendi represents clients before federal, state, and local tax agencies contesting proposed adjustments and in connection with obtaining rulings on tax issues. She provides tax advice in labor and other litigation matters and withholding tax issues. She also regularly advises on Pennsylvania state and local tax planning and opportunities. Wendi has focused on the new Qualified Opportunity Zone tax incentive to assist clients to form and structure qualified opportunity funds. She leads the firm’s Qualified Opportunity Zones Team and co-leads the firm’s Exempt Organizations Team.
Admissions
Pennsylvania
New Jersey
Florida
Memberships
Philadelphia Bar Association, past Chair (2000-2001), Tax Section; past Chair, Tax Section State and Local Tax Committee (2005-2006)
American College of Tax Counsel, elected member
CRE® (Counselors of Real Estate), member
Mayor’s Task Force on Tax Policy & Economic Competitiveness, appointee of Philadelphia Mayor Michael Nutter, 2009
Philadelphia Tax Supper Club, past President
Education
George Washington University Law School (J.D. 1981, with honors)
New York University School of Law (LL.M., taxation, 1982)
University of Pennsylvania (B.A., magna cum laude, 1978)
Lawyer Rankings
United States > Real estate > Real estate investment trusts (REITs)
Ballard Spahr LLP offers an experienced team that advises both public and private REITs on range of matters comprising complex securities, corporate, tax, real estate and bankruptcy issues. Baltimore’s Douglas Fox advises private and public entities, whilst Craig Ganz splits his time between the Los Angeles and Phoenix offices and advises on banking, financial and lending issues. The group is also well-placed to advise on specific matters of Maryland corporation law – Charles Moran is a key name here. Other important names in the department include real estate specialist Wendi Kotzen in Pennsylvania and ‘efficient and effective‘ counsel Thomas Bashore. Lawyers are in Baltimore unless otherwise stated.
Lawyer Rankings
Top Tier Firm Rankings
Firm Rankings
- Real estate > Land use/zoning
- M&A/corporate and commercial > M&A: middle-market (sub-$500m)
- Finance > Restructuring (including bankruptcy): municipal
- Labor and employment > Employee benefits, executive compensation and retirement plans: design
- Finance > Fintech
- Labor and employment > Labor-management relations
- Dispute resolution > Product liability, mass tort and class action - defense: automotive/transport
- Real estate > Real estate
- Real estate > Real estate investment trusts (REITs)
- Energy > Renewable/alternative power
- Dispute resolution > Financial services litigation
- Media, technology and telecoms > Media and entertainment: litigation
- Real estate > Real estate finance
- Antitrust > Civil litigation/class actions: defense
- Dispute resolution > Securities litigation: defense
- Finance > Financial services regulation
- Dispute resolution > Corporate investigations and white-collar criminal defense