Jones Day - Services - State and Local Tax Counseling

The challenge is to create and implement overall tax strategies that work to our clients' benefit
and advance their business objectives.

We assist our clients by formulating strategic plans that ensure compliance
with state and local tax laws while reducing unnecessary tax burdens.

Our Perspective

We believe it is not enough to simply address specific state and local tax issues as they arise. Rather, we recognize that overall tax planning is one of the most effective means of advancing our clients' interests. We assist our clients in identifying refinements to their operational structures that complement and advance their overall business strategies while providing the additional benefit of reducing state and local taxes. Business structures that take state and local tax considerations into account increase the business's competitiveness through improved cash flows, higher margins, and greater profitability.

Jones Day's State and Local Tax Team comprises more than 30 highly skilled tax counselors with comprehensive experience in analyzing all tax aspects of potential acquisitions, dispositions, spinoffs, and reorganizations, as well as multistate due diligence experience with mergers, acquisitions, and other reorganizations. We routinely work with clients to qualify for tax exemptions, obtain tax clearance, and mitigate taxes through negotiation. We have broad experience in numerous industries, including automotive, chemicals, consumer products and retail, e-commerce, energy/utilities, financial, healthcare, manufacturing, pharmaceuticals, telecommunications, and transportation. For more information, please download our State and Local Tax Counseling or our State and Local Tax Controversies brochure.

Distinctive Representations

Assisting a Fortune 50 company in analyzing options for segregating and marketing certain noncore assets and reducing state and local transactional taxes and state income tax by more than $10 million
Counseling a large transportation company on the sales tax treatment of a complicated investment transaction and assisting in obtaining a refund of more than $25 million.
Assisting a large venture capital company with critical due diligence in connection with an acquisition and negotiating a multimillion-dollar purchase price reduction for the seller’s undisclosed state and local sales, use, and income tax exposure. Following the closing, Jones Day helped the purchaser further reduce its tax costs by obtaining voluntary disclosure agreements and private letter rulings that eliminated millions of dollars of state and local tax exposure
Counseling a Fortune 500 company on options for integrating newly acquired businesses and eliminating unnecessary entities in a manner that saved more than $1 million of transfer taxes.

Leaders in State and Local Tax Counseling

Our State and Local Tax lawyers are leaders in their field. Among them are:

John M. Allen (Atlanta), member of the Committee on State and Local Taxation of the ABA, former editor-in-chief of the ABA's State and Local Tax Lawyer, and former chair of the Southeastern Association of Tax Administrators (SEATA) Advisory Council
David E. Cowling (Dallas), member of the BNA Tax Management State Tax Advisory Board, the CCH State Tax Advisory Board, the Tax Sections of the State Bar of Texas and District of Columbia Bar
Maryann B. Gall (Columbus), member of the board of the New York University Institute on State and Local Taxation, the Hartman Tax Institute in Nashville, and the University of Wisconsin Multistate Corporate Tax Board and its Multistate Tax Guide
Carolyn Joy Lee (New York), chair of the Tax Section of the New York Bar Association, member emeritus of the New York City Tax Forum, and a Fellow of the American College of Tax Counsel.
Charolette F. Noel (Dallas), adjunct professor of state and local taxation at the Dedman School of Law at Southern Methodist University and executive editor of the State Tax Return, a monthly Jones Day publication distributed to more than 2,000 readers

One Firm Worldwide

Our State and Local Tax Team is an integrated part of an extensive worldwide business tax team that includes more than 100 lawyers located in 15 offices around the globe. Our tax lawyers are experienced in handling complex international transactions and in restructuring business to reduce multinational tax exposure. The Firm not only provides U.S. and international tax advice, but also has the ability to provide related legal advice in other disciplines, such as corporate, antitrust, trade, contracts, and dispute resolution.

In addition, our tax lawyers have broad experience in tax controversies and partner with our Trial Practice and Issues & Appeals lawyers to ensure that the best talent is available to achieve successful results for our clients. We have successfully resolved numerous contested audits, obtained a number of significant victories before the U.S. Supreme Court, and prevailed in many administrative hearings both in the U.S. and internationally.

Contact(s)

John M. Allan
Atlanta
Tel: 1.404.521.3939
E-mail

David E. Cowling
Dallas
Tel: 1.214.220.3939
E-mail

Maryann B. Gall
Columbus
Tel: 1.614.469.3939
E-mail

Carolyn Joy Lee
New York
Tel: 1.212.326.3939
E-mail

Charolette F. Noel
Dallas
Tel: 1.214.220.3939
E-mail

Charles M. Steines
Cleveland
Tel: 1.216.586.3939
E-mail

	Print Page Email Page Select a Language State and Local Tax Counseling - Overview
Lawyers Staff Overview Experience Professionals News Publications Contact(s) John M. Allan Atlanta Tel: 1.404.521.3939 E-mail David E. Cowling Dallas Tel: 1.214.220.3939 E-mail Maryann B. Gall Columbus Tel: 1.614.469.3939 E-mail Carolyn Joy Lee New York Tel: 1.212.326.3939 E-mail Charolette F. Noel Dallas Tel: 1.214.220.3939 E-mail Charles M. Steines Cleveland Tel: 1.216.586.3939 E-mail Main Practice Tax	The challenge is to create and implement overall tax strategies that work to our clients' benefit and advance their business objectives. We assist our clients by formulating strategic plans that ensure compliance with state and local tax laws while reducing unnecessary tax burdens. Our Perspective We believe it is not enough to simply address specific state and local tax issues as they arise. Rather, we recognize that overall tax planning is one of the most effective means of advancing our clients' interests. We assist our clients in identifying refinements to their operational structures that complement and advance their overall business strategies while providing the additional benefit of reducing state and local taxes. Business structures that take state and local tax considerations into account increase the business's competitiveness through improved cash flows, higher margins, and greater profitability. Jones Day's State and Local Tax Team comprises more than 30 highly skilled tax counselors with comprehensive experience in analyzing all tax aspects of potential acquisitions, dispositions, spinoffs, and reorganizations, as well as multistate due diligence experience with mergers, acquisitions, and other reorganizations. We routinely work with clients to qualify for tax exemptions, obtain tax clearance, and mitigate taxes through negotiation. We have broad experience in numerous industries, including automotive, chemicals, consumer products and retail, e-commerce, energy/utilities, financial, healthcare, manufacturing, pharmaceuticals, telecommunications, and transportation. For more information, please download our State and Local Tax Counseling or our State and Local Tax Controversies brochure. Distinctive Representations Assisting a Fortune 50 company in analyzing options for segregating and marketing certain noncore assets and reducing state and local transactional taxes and state income tax by more than $10 million Counseling a large transportation company on the sales tax treatment of a complicated investment transaction and assisting in obtaining a refund of more than $25 million. Assisting a large venture capital company with critical due diligence in connection with an acquisition and negotiating a multimillion-dollar purchase price reduction for the seller’s undisclosed state and local sales, use, and income tax exposure. Following the closing, Jones Day helped the purchaser further reduce its tax costs by obtaining voluntary disclosure agreements and private letter rulings that eliminated millions of dollars of state and local tax exposure Counseling a Fortune 500 company on options for integrating newly acquired businesses and eliminating unnecessary entities in a manner that saved more than $1 million of transfer taxes. Leaders in State and Local Tax Counseling Our State and Local Tax lawyers are leaders in their field. Among them are: John M. Allen (Atlanta), member of the Committee on State and Local Taxation of the ABA, former editor-in-chief of the ABA's State and Local Tax Lawyer, and former chair of the Southeastern Association of Tax Administrators (SEATA) Advisory Council David E. Cowling (Dallas), member of the BNA Tax Management State Tax Advisory Board, the CCH State Tax Advisory Board, the Tax Sections of the State Bar of Texas and District of Columbia Bar Maryann B. Gall (Columbus), member of the board of the New York University Institute on State and Local Taxation, the Hartman Tax Institute in Nashville, and the University of Wisconsin Multistate Corporate Tax Board and its Multistate Tax Guide Carolyn Joy Lee (New York), chair of the Tax Section of the New York Bar Association, member emeritus of the New York City Tax Forum, and a Fellow of the American College of Tax Counsel. Charolette F. Noel (Dallas), adjunct professor of state and local taxation at the Dedman School of Law at Southern Methodist University and executive editor of the State Tax Return, a monthly Jones Day publication distributed to more than 2,000 readers One Firm Worldwide Our State and Local Tax Team is an integrated part of an extensive worldwide business tax team that includes more than 100 lawyers located in 15 offices around the globe. Our tax lawyers are experienced in handling complex international transactions and in restructuring business to reduce multinational tax exposure. The Firm not only provides U.S. and international tax advice, but also has the ability to provide related legal advice in other disciplines, such as corporate, antitrust, trade, contracts, and dispute resolution. In addition, our tax lawyers have broad experience in tax controversies and partner with our Trial Practice and Issues & Appeals lawyers to ensure that the best talent is available to achieve successful results for our clients. We have successfully resolved numerous contested audits, obtained a number of significant victories before the U.S. Supreme Court, and prevailed in many administrative hearings both in the U.S. and internationally. Contact(s) John M. Allan Atlanta Tel: 1.404.521.3939 E-mail David E. Cowling Dallas Tel: 1.214.220.3939 E-mail Maryann B. Gall Columbus Tel: 1.614.469.3939 E-mail Carolyn Joy Lee New York Tel: 1.212.326.3939 E-mail Charolette F. Noel Dallas Tel: 1.214.220.3939 E-mail Charles M. Steines Cleveland Tel: 1.216.586.3939 E-mail