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  • 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.

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; mergers and acquisitions; and financing transactions, restructurings, and reorganizations. He also handles complex tax controversies at audit, before the IRS Appeals Division and in court. Jeff has been involved in some of the largest tax controversies in the U.S., amounting to over $75 billion in tax adjustments.

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

  • Real estate
  • Manufacturing
  • Insurance and financial services
  • Energy
  • Automotive
  • Pharmaceuticals
  • Health care
Jeff also advises clients on tax compliance issues and has represented numerous clients in connection with reporting foreign financial accounts and compliance with the Foreign Account Tax Compliance Act. He also handles state tax matters involving nexus, income tax and apportionment, sales and use tax, and voluntary disclosures.
  • Represented real estate investment firm with portfolio of real estate of approximately $50 million in connection with restructuring of business operations to provide for continued acquisitions and expansion in tax efficient manner. 
  • Represented private equity firms in acquisitions and sales of portfolio companies in transactions valued from $5 million to $2.5 billion. 
  • 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.