Representative Matters

  • Helped a regional mall in Idaho resolve property tax appeals in litigation and avoid future disputes, resulting in a substantially reduced valuation.
  • Successfully advocated for a Washington state manufacturer at a local board hearing, resulting in the refund of millions of dollars in over-assessed property taxes.

  • Advised the purchaser of a multimillion-dollar Washington business with significant intangible value on sales/use tax, real estate excise tax, and property tax considerations for the transaction. After the transaction, successfully defended against $1 million in threatened liability in a Washington Department of Revenue sales/use tax and B&O tax audit.

  • Served as counsel on New Jersey and Pennsylvania assessment appeals for a national banking association.

  • Represented of a group of neighborhood property owners in a town-wide revaluation.
  • Advised on a successful multi-year step-down reduction of assessment for oil tank farm.
  • Represented a casino/racetrack in a successful multi-year, multimillion-dollar tax assessment appeal.
  • Negotiated assessment reduction for taxpayers throughout New Jersey.

  • Worked on behalf of a large manufacturer to reach fair property tax values in a very complex situation. Established positive working relationships with state and local taxing authorities at the earliest point in the process and thereby avoided any need for tax appeals. Built on those relationships in each succeeding assessment year as the expansions progressed.

  • Quickly and definitively protected a $1.5 million refund received by large national REIT for overpaid real estate excise tax against the Department of Revenue’s efforts to reclaim the funds.

  • Litigated and negotiated settlements for significant property tax savings on shopping centers’ appeals before the Oregon Tax Court.

  • Worked with the Washington Department of Revenue to achieve property tax reductions based on fairer values for a centrally assessed utility.

  • Successfully worked on behalf of a large industrial client during multiple years of rapid plant expansions to reach fair property tax values in a very complex situation. Established positive working relationships with state and local taxing authorities at the earliest point in the process and thereby avoided any need for tax appeals. Built on those relationships in each succeeding assessment year as the expansions progressed.
  • Achieved a large industrial client’s property tax goal by stipulation rather than by taking its appeal through a costly and uncertain hearing. The taxing authority conceded in full on the strength of pre-hearing briefing that featured industry-specific experience from the state in question and other jurisdictions with analogous precedents.
  • Obtained property tax exemptions for low-income housing projects, including large refunds for past years.
  • Secured substantial property tax refunds for a marina based on a correction of land-use data.
  • Represented the former Revel Casino recently in a settlement with Atlantic City that will see Revel’s 2015 property tax assessment reduced from $625 million to just $225 million. The immediate effect for Revel is the reduction in the amount of taxes it has to pay in its first two quarterly tax installments from nearly $10 million to $1.88 million.
  • Obtained a judgment from the Tax Court of New Jersey on behalf of the owner of the Borgata Hotel and Casino in Atlantic City, shaving $1.38 billion from the Borgata’s 2009 and 2010 assessed values. The judgment resulted in a savings for the client of $48 million plus interest for the two tax years.