Caplin & Drysdale, Chartered > New York, United States > Firm Profile

Caplin & Drysdale, Chartered > The Legal 500 Rankings

Tax > US taxes: contentious Tier 2

Boutique tax firm Caplin & Drysdale, Chartered is a leading name for the representation of businesses and private individuals in both civil and criminal tax matters, with experience handling domestic and international disputes. The department has notable expertise representing clients with unreported offshore assets, with clients from the US and overseas. Scott Michel, who has over 40 years’ experience representing high-net-worth individuals and corporate clients in major criminal tax matters, co-leads the group alongside Christopher Rizek, whose areas of expertise include captive insurance issues, conservation easements, and estate and gift taxes. Niles Elber covers both civil and criminal tax controversies, and has a long history in offshore compliance matters, a focus shared by Mark Matthews, who has experience in active criminal tax investigations, civil audits, and voluntary disclosures. Also key are Charles Ruchelman, who specializes in corporate income tax and transfer pricing disputes, and Victor A. Jaramillo, who has expertise in international disputes. All lawyers named are based in Washington DC.

Tax > International tax Tier 3

Caplin & Drysdale, Chartered advises on number of cross-border issues such as proposed regulations, GILTI foreign-tax credit basketing issues and remedies for BEAT exposure. The practice is also experienced in international transfer pricing issues including tax planning advice on compliance with US and foreign rules. Clark Armitage co-heads the team and is routinely involved in defending tax audits and other administrative controversies. Other co-head David Rosenbloom has expertise in advance pricing agreements and individual tax compliance while Jonathan Brenner advises businesses on tax-efficient structures. All lawyers are based in Washington DC.

Tax > US taxes: non-contentious Tier 6

Caplin & Drysdale, Chartered is highly experienced in corporate and partnership taxation, executive compensation, and financial products. The group is also noted for its private client offering, advising individuals and families on domestic and cross-border tax and estate planning issues, an area in which practice co-head Beth Kaufman, Anne O’Brien, and Megan Wernke are essential contacts. In New York, fellow co-head Jonathan Brenner steers a number of deals for hedge funds and high-net-worth individuals. Elizabeth Stevens‘ broad expertise encompasses partnerships, limited liability companies, and S corporations. All named individuals are based in Washington DC unless stated otherwise.