- Designed and implemented tax-advantageous estate planning, wealth transfer, and charitable planning strategies for a variety of domestic and international clients.
- Counseled fiduciaries on intricate tax, probate, estate, and trust administration matters.
- Advised tax-exempt public charities and private foundations on a range of issues, including corporate formation and governance, obtaining and maintaining tax-exempt status, compliance with federal tax reporting and charitable solicitation registration requirements, and responding to IRS audits.
- Represented hospitals, schools, other non-profit organizations (QALICBs), and community development entities (CDEs) in federal New Markets Tax Credit (NMTC) financings for real estate redevelopment and working capital projects.
- Designed and effectuated preferred organizational structures for hospital systems and other health care entities to optimize tax and governance outcomes in M&A transactions and internal restructurings.
Partner,
- Phone: +1 404 881 4296
- Email: jake.kaplan@alston.com
Jake develops personalized strategies that minimize taxes for his clients and their businesses. His efficient approach guides families, health care systems, and other tax exempt organizations through the nuanced tax laws and regulations that govern them.