Offering tax structuring work for a broad spectrum of clients, the ‘remarkable’ team at Holland & Knight LLP has strong expertise in cross-border M&A, transfer pricing planning, structuring, and federal, state, and foreign tax planning. William Sherman co-heads the group from Florida alongside Stewart Kasner, where he focuses on sophisticated tax planning for a diverse range of clients, including in the petrochemicals, real estate, pharma, and aluminum industries. In Dallas, co-head Mark Melton has considerable experience in the private equity and hedge fund sphere, advising on fund formation, deal acquisitions, and audit representation. Sean Sullivan in Tennessee advises on ESOPs, employee benefits, and pension and retirement plans. Amish Shah in Washington DC and Houston’s Roger Aksamit are particularly active in the energy sector, alongside Ryan Phelps, who joined the firm in June 2024 from Kirkland & Ellis LLP. Christopher Rizek has also joined the group from Caplin & Drysdale, Chartered in March 2024.
Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • ‘The team is remarkable across a variety of very complex tax related issues. They have assisted my company with everything from an IRS audit to structuring very complex securitizations and acquisitions.’

  • ‘Mark Melton is always available to help and has become a highly integral part of all of our strategic planning. We transact in hundreds of millions if not billions of dollars of transactions annually and the consequences of poor or inefficient tax structuring could be dire.’

  • ‘Logan Gans is impressibe. Always available, very clear, business oriented.’

  • ‘They have excellent tax lawyers with wide coverage across the country, including a significant number of ACTEC Fellows’

  • ‘Joshua Husbands - calm, reliable and dependable. Mark Haranzo - go to guy on international estate planning involving the US. Kevin Packman - strong on tax and tax controversy. Stewart Kasner - a go to US tax treatment of foreign trusts expert.’

Key clients

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  • Azure Summit Technology
  • Software company

Work highlights

  • Advised Azure Summit Technology, an engineering company for national security technology, on tax structuring in a matter worth more than $1.2 billion.
  • Advised on a tax-free restructuring for U.S. and foreign-based shareholders of a foreign software company as it domesticates into the U.S.

Lawyers

Practice head

Mark A. Melton; William “Bill” Sherman; Stewart Kasner

Other key lawyers

Sean Sullivan; Amish Shah; Roger Aksamit; Ryan Phelps; Christopher Rizek; Logan Gans; Joshua Husbands; Mark Haranzo