Under the leadership of James Earle, the tax team at Troutman Pepper Locke LLP caters to both public and private companies and private equity companies in a range of day-to-day tax planning issues as well as business transactions, operations and REITs. In Philadelphia Saba Ashraf offers advice on the full spectrum of planning and operational matters, while Morgan Klinzing is a key contact for private equity clients. In Berwyn, Thomas Phelan handles M&A, reorganizations and cross-border restructurings. Aresh Homayoun joined the firm in August 2025. Jeff Wallace left the firm in April 2025. Joan Arnold has retired.
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Key clients

  • American Tire Distributors, Inc.
  • NearU Services
  • SSI Diagnostica Group
  • Apax Partners LLP
  • Ambac Financial Group Inc.
  • SiriusPoint International Insurance Corporation
  • QBE UK Limited
  • Vuaant, Inc.
  • Bardess Group, Ltd.
  • Gordon Brothers Holdings, LLC
  • Greenbacker Capital Management
  • BP Energy Partners, LLC

Work highlights

Represented SiriusPoint International Insurance Corporation in obtaining a renewal of a closing agreement with the Internal Revenue Service related to ongoing federal excise tax issues.
Represented QBE UK Limited in obtaining a renewal of a closing agreement with the Internal Revenue Service related to ongoing federal excise tax issues.
Practice head

James Earle

Other key lawyers

Saba Ashraf; Morgan Klinzing; Thomas Phelan; Aresh Homayoun