|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
 |
|
|
|
|
|
|
 |
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
| |
PROFESSIONAL
EXPERIENCE |
|
|
|
|
|
|
|
|
|
|
|
|
Rob
Wood has extraordinarily broad experience in corporate, partnership
and individual tax matters. He has an international reputation as
a consultant on the tax treatment of litigation recoveries. Indeed,
in this area he is perhaps the preeminent lawyer in the United States.
He has long maintained a corporate tax practice emphasizing
general business planning, negotiation and documentation of corporate
distributions, divisive and acquisitive reorganizations, financings,
recapitalizations, formations and liquidations. He has recently
been named to "Super
Lawyers" by publishers of Law & Politics and San Francisco magazines,
and named to "America's Best Lawyers" by Forbes Magazine. Rob is
a frequent guest on Legal Broadcast Network radio shows, as well
as featured on the Legal Talk Network and Ringler Radio.
Unlike
many tax lawyers, Rob Wood performs related general corporate and
transactional work including negotiation and documentation of mergers
and acquisitions, financing, leases and licenses. His representation
in partnership transactions includes negotiation and documentation
of institutional joint ventures, limited partnership syndications
and real estate development projects. He also documents like-kind
exchanges. Mr. Wood is a frequent expert witness on tax matters
in civil cases, class actions, tax and accounting malpractice cases.
Mr. Wood's
tax controversy and administrative work is broad-based, including
audits, appeals, rulings, protests, appellate conferences, closing
agreements, Tax Court and appellate court litigation. He has also
regularly conducted California Franchise Tax Board and State Board of
Equalization audits, appeals and rulings.
Mr. Wood
has obtained many IRS private letter rulings for clients. He has
even been hired to meet with the IRS National Office in Washington
by other law or accounting firms when they have failed to obtain
a ruling. He also has significant experience with exempt organization
work, including formation, qualification, termination, and operation
of public charities and private foundations. He has often successfully
pursued property tax contests, including appeals and hearings.
Former
partner of Bancroft, Avery & McAlister, San Francisco; former
partner of Steefel, Levitt & Weiss, San Francisco. Formerly
associated with: McCutchen, Doyle, Brown & Enersen and Broad,
Schulz, Larson & Wineberg. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
 |
|
|
|
|
|
|
|
|
|
Phone: 415.834.0113 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PROFESSIONAL
MEMBERSHIPS |
|
|
|
|
|
|
|
|
| California,
New York, Texas, District of Columbia, Montana, Washington, Arizona
and Wyoming Bars: Member, Sections on Taxation |
| Qualified
Solicitor, Supreme Court of England and Wales |
| Law Society
of England and Wales |
| Canadian
Bar Association |
| Law Council
of Australia |
| U.S. Supreme
Court, U.S. Tax Court, Northern District of California, Ninth Circuit,
Third Circuit, District of Columbia Circuit, Central District of California,
Southern District of California, District of Arizona Bars |
| Certified
Tax Specialist, California Board of Legal Specialization |
| Fellow,
American College of Tax Counsel |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
OFFICES
AND LEADERSHIP POSITIONS |
|
|
|
|
|
|
|
|
| Chair,
Taxation Law Advisory Commission, California Board of Legal Specialization
(member 1989-1992; Chair 1991-1992) |
| Co-chair,
Corporate Tax Committee, California State Bar Tax Section (1991-1992) |
| Executive
Committee, State Bar of California, General and Solo Practice Section
(1994-1995) |
| Vice Chair,
Taxation Section, State Bar of California (2002-2003) |
| Executive
Committee, State Bar of California, Taxation Section (2000-2003) |
| Advisory
Council, International Biographical Centre, Cambridge, England |
| Alliance
of Merger & Acquisition Advisors |
| National
Trust for Historic Preservation |
| International
Fiscal Association, London |
| International
Bar Association, London |
| ABA Tax
Section: Committees on S Corporations and Environmental Taxes |
|
|
|
|
|
|
|
|
|
|
EDITORIAL
BOARD MEMBERSHIPS |
|
|
|
|
|
|
|
|
| Journal
of Corporate Taxation (WG&L) 1985-1989 |
| Taxation
for Lawyers (WG&L) 1985-1989 |
| Journal
of Real Estate Taxation (WG&L) 1986- |
| Journal
of Bank Taxation (Faulkner & Gray) 1987-1992 |
| BusinessWeek
Newsletter for Family-Owned Business (McGraw Hill) 1988-1990 |
| Corporate
Taxation (Faulkner & Gray) 1988-1992 |
| S Corporations:
The Journal of Tax, Legal and Business Strategies (Executive Enterprises)
1988-1991 |
| The Real
Estate Tax Digest (Matthew Bender) 1989- |
| Taxation
of Mergers and Acquisitions (Faulkner & Gray) 1990-1992, Editor-in-Chief |
| The Journal
of New York Taxation (Faulkner & Gray) 1991-1992 |
| Bankruptcy
Law Review (Faulkner & Gray) 1992 |
| Consolidated
Returns Tax Report (Faulkner & Gray) 1992, Editor-in-Chief |
| The M&A
Tax Report (CCH) 1992-, Editor-in-Chief |
| The Practical
Accountant (Faulkner & Gray) 1993- |
| Corporate
Business Taxation Monthly (CCH) 2003- |
|
|
|
|
|
|
|
|
|
|
OTHER
ACTIVITIES |
|
|
|
|
|
|
|
|
Adjunct
Professor, Golden Gate University School of Law (L.L.M. Program) (2004) |
Contributor,
Legal Checklists (West Group 2000) |
2000, 2001
and 2002 Delegations, Los Angeles County Bar Association and California
Bar Association Tax Section to Washington DC |
Contributor,
California Torts (Matthew Bender 1999) |
Planning
Committees, 1988, 1989 and 1990 Tax Planning Conferences For Closely
Held Corporations (California CPA Society) |
Planning
Committee, 1994 Tax Disputes Conference (California CPA Society) |
Planning
Committees, 1990 and 1993 S Corporations Conference (California CPA
Society) |
Chairman,
1991 S Corporations Conference (California CPA Society) |
Consultant,
Wrongful Employment Termination Practice, 2d Ed. (CEB 1997) |
Contributor,
Legal Checklists (Callaghan) |
Contributor,
Modern Trust Forms |
Instructor,
University of California, Hastings College of the Law (1981-1982) |
Mentor Program,
General and Solo Practice Section, State Bar of California |
|
|
|
|
|
|
|
|
|
|
|
EDUCATION |
|
|
|
|
|
|
|
|
| University
of Chicago Law School, J.D. 1979 (Florence James Adams Prize; University
of Chicago scholarship) |
| Humboldt
State University, A.B., English 1976 (summa cum laude, President's
Scholar) |
| University
of Sheffield, England (1975-1976) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BOOKS,
ARTICLES, CHAPTERS AND SPEECHES |
|
|
|
|
|
|
|
|
Author
of numerous books and articles on taxation in legal, accounting and
business publications. See Media & Publications |
|
|
|
|
|
|
|
|
|
|
HONORS
AND AWARDS |
|
|
|
|
|
|
|
|
| "Best of Class" for tax lawyers by Best of the U.S., a rating service, in 2007 & 2008. |
Featured
in BNA's 2006 Authorities Calendar |
The Best Lawyers in America, 2006, 2007 & 2008 editions, by Woodward/White,
Inc. |
Named a
Super Lawyer by Law and Politics and San Francisco Magazine |
Named by
Forbes Magazine to America's Best Lawyers |
AV-Rated
by Martindale-Hubbell |
Elected
to more than a dozen biographical publications, including Who's Who
in America, Who's Who in American Law, Who's Who in California, Who's
Who in the World, and Who's Who in the West |
| Ranked in the top half dozen tax lawyers in the country by United States Lawyer Rankings. |
Distinguished
Leadership Award, American Biographical Institute |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
REFERENCES |
|
|
|
|
|
|
|
|
| Client
references and professional references available on request. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
References
available on request.
e-mail
Wood & Porter
click
here for a printable version of this page
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|