• vcard
  • Education
    • J.D., with honors, University of Chicago Law School, 1990, Order of the Coif
    • B.A., University of Wisconsin-Milwaukee, 1987, History
  • Court Admissions
    • U.S. Tax Court, 1997
    • U.S. Court of Appeals, Ninth Circuit, 1997
    • U.S. District Court, Southern District of New York, 1992

Jeffrey Goldman has a wealth of experience in taxation of business enterprises, including corporate and partnership taxation, state and local tax, international tax and tax controversy. He has more than 25 years of experience representing clients in complex tax matters.  Jeff’s clients range from Fortune 100 companies to family-owned organizations and some of the largest privately-held companies in the country.

Drawing from his years of experience, Jeff’s practice also concentrates on providing tax advice and compliance relating to the Opportunity Zones program.

Jeff frequently advises clients on structuring complex domestic international transactions and all types of business transactions, including: 

  • Real estate and limited liability company/partnership transactions
  • Private equity and real estate fund formation
  • Opportunity zone planning, formation and compliance
  • Mergers and acquisitions

 Jeff has experience providing tax counseling to clients various industries, including:

  • Real estate
  • Manufacturing
  • Information technology
  • Insurance and financial services
  • Energy
  • Automotive
  • Pharmaceuticals
  • Health care
  • Represented real estate investment firm in connection with portfolio of real estate of over $700 million in connection with restructuring of business operations 
  • Assisting private equity sponsors and clients in establishing funds which have raised and deployed over $5 billion
  • Assisting real estate sponsors and developers in establishing domestic and cross-border funds and joint ventures raising over $4 billion  
  • Represented private equity funds in acquisitions and sales of portfolio companies in transactions valued from $5 million to $2.5 billion
  • Represented clients in establishing opportunity funds and  over $1 billion of qualified investments 
  • Represented a public multinational in the U.S. Tax Court in connection with an IRS challenge to a cross-border “basis bump” acquisition, where the Tax Court ruled in favor of the taxpayer’s claim for stepped-up basis in assets despite finding strong tax motives for the transaction. Affirmed by the Court of Appeals for the Ninth Circuit
  • Representing large public communications entity in Tax Court case involving corporate reorganization and issues of economic substance 
  • Represented large public transport company in case involving offshore insurance, where the Court of Appeals for the Eleventh Circuit ultimately issued a ruling in favor of the taxpayer, finding that coverage provided by an offshore insurer was true insurance for tax purposes and had true economic substance
  • Represented large issuer of annuity contracts in IRS audit and Appeals in matter involving IRS adjustments of over $50 billion