Client Collaborations
All Representative Cases
Provided tax and business support in a complex trust litigation matter involving a Subchapter S corporation.
Assisted client with structuring and setting up a holding company to own and manage energy distribution operations across multiple states. This work included negotiating a complex limited liability company operating agreement and intercompany loan and management agreements.
Assisted client with becoming compliant with its B&O tax obligations and with negotiating payment of back taxes.
Successfully represented multistate client before multiple levels of state courts in an appeal of a state corporate income tax assessment. Case involved complex issues related to apportionment of income, administrative procedure, statutory and regulatory interpretation, and constitutional limits on state taxation.
Reviewed fund documents for foundation client’s investments in multiple private equity funds.
Prepared and negotiated documents required to organize private investment partnership in multi-property portfolio.
Reviewed documents related to client’s investment in venture capital fund to evaluate legal risks. Negotiated side letter protecting client’s interests.
Represented executive in a high-profile lawsuit brought by former employer, asserting claims that our client misappropriated trade secrets, violated fiduciary duties, and breached contractual obligations. Mike acted as lead counsel for our client in a six-day pretrial evidentiary hearing of the former employer's motion for terminating sanctions based on allegations that our client had knowingly destroyed relevant evidence. The court rejected the allegations, finding that our client was a credible witness who did not violate a duty to preserve evidence, did not act in bad faith, and did not engage in conduct that prejudiced the former employer. As trial approached, the court granted a number of summary judgment and evidentiary motions that significantly limited the scope and value of plaintiffs’ claims. On what would have been the first day of trial, the parties were able to reach an amicable resolution that terminated the case.
Represented managing member of limited liability company in dispute with former member involving business valuation and claims for breach of contract and usurpation of corporate opportunity.