Business & Finance
Tax
Providing experienced counsel and representation on complex federal, state, and local taxation issues for private and public clients.
Print to PDFOur Focus
Clients turn to the attorneys on our Tax team when facing sophisticated tax issues, including:
- The formation, acquisition, and disposition of closely held businesses, real estate joint ventures, and other businesses
- Mergers, acquisitions, and reorganizations
- Debt financing and inter-company restructuring
- Cross-border transactions
- The formation and operation of tax-exempt organizations
- Real estate transactions, including 1031 exchanges and QOZ investments
- Tax aspects of estate planning
- Charitable giving; and,
- Tax-exempt bond financing.
Our Value
We transform complex tax issues into understandable decision points, empowering clients to navigate an ever-changing regulatory landscape with confidence and certainty.
Our Clients
Private companies of all sizes, non-profits, counties, government agencies, public authorities, and individuals regularly turn to the members of Obermayer’s Tax practice.
Awards:
Obermayer was the Gold Winner in the Tax Law category of The Philadelphia Inquirer’s Philly Favorites in 2025 and 2026 and the Silver Winner in 2024.
Obermayer’s Tax Group has:
- Advised significant real estate developers and investment funds on complex real estate acquisitions, 1031’s, reverse 1031’s, QOZ investment and QOF formation, tax credit financing, and tax credit sales.
- Overseen billions of dollars of state and local government taxable and tax-exempt bond issuances, refundings and refinancings, in its role as Bond Counsel.
- Structured countless private company acquisitions, dispositions, buy-outs, carve-outs, tuck-ins, mergers, and spin-offs, both internationally and domestically, ranging from small privately held companies to large institutions.
- Navigated business succession tax planning and multi-generational gifting for numerous privately owned family corporations.
- Served as counsel to significant private foundations and religious institutions regarding administrative procedures, contributions, and maintenance of tax-exempt status.
- Represented countless individual and corporate clients in front of the IRS, state Department of Revenues, and Department of Labor to negotiate for the reduction of federal and state taxes and penalties.
- Helped our clients optimize structure and reduce federal and state taxes through legal entity rationalization and reorganization.
- Structured buyouts and retirement of partners in complex partnership structures.
