Practice

Tax and Executive Compensation

Novel Structurings, Advice and Planning Success for Diverse Clientele

Munger Tolles’ tax practice focuses on structuring complex business transactions and advising on executive compensation and employee benefits matters. We also regularly handle tax litigation, drawing on the skills of both our tax attorneys and our general litigators. Each of our tax lawyers, from the most junior to the most senior, routinely practices across a range of these areas, ensuring that we are equipped to advise our clients and colleagues on multiple fronts.

Services

Our practice includes the following service areas:

Transactional

Structuring and taxation aspects of

Corporate and partnership transactions
Portfolio investments
Joint ventures
Real estate transactions
Investment fund formations
Workouts and restructurings
Public & private debt and equity offerings
Financial instruments
Advising founders, C-suite executives and management teams on M&A and other transactions

Executive Compensation and Employee Benefits

Founder and C-suite executive employment and cash and equity compensation arrangements
Severance Arrangements
Equity Compensation Plans

Exempt Organizations

Advice on matters involving the structure and operations of exempt organizations

Tax Issues for High Net Worth Clients

Advising founders and family offices on structuring and tax planning matters

Tax Controversy

Disputes with federal, state and local taxing authorities at the administrative and judicial levels

Clients

We handle a broad range of tax matters for major corporations, private equity funds, family offices and others. Recent clients include:

BDT Capital Partners
Berkshire Hathaway
Founder of Credit Karma
Founders of Bison Trails
Hillspire, LLC
Intel

Marmon Holdings
MGM Resorts International
Nexus Capital Management
Oaktree Capital Management
Pacific Gas & Electric (PG&E)

Pope Resources
Rauxa
The Yucaipa Companies
Various High Net Worth Individuals and Families, as well as Founders
View, Inc.

Related Practices

Financial Restructuring Corporate

Real Estate

Team

David Goldman

Matthew Schonholz

Experience

Transactional

Munger, Tolles & Olson has extensive experience with the structuring and taxation aspects of a broad range of complex transactions.

Intel Corporation’s $9 billion sale of its NAND flash memory solid state drive and wafer businesses to SK Hynix, a South Korean semiconductor manufacturer.
Pacific Gas and Electric Company’s sale of its wireless telecommunications business to SBA Communications, for approximately $973mm in initial proceeds.
Berkshire Hathaway’s M&A and bespoke investment matters, including investments in Occidental Petroleum, Snowflake Inc., Nubank and E.W. Scripps.
Credit Karma’s owner/founder in connection with Credit Karma’s $8.1 billion sale to Intuit.
Pope Resources in its sale to Rayonier, a publicly traded REIT, for $564 million.
BDT Capital in connection with its joint venture investments in Pret Panera, Keurig Dr. Pepper and Peet’s Coffee.

Executive Compensation
Munger, Tolles & Olson’s unique compensation practice focuses on representing founders, C-suite executives, management teams and investment fund managers in employment and cash and equity compensation arrangements relating to public and private companies as well as private equity and hedge funds.

News

Envoy Solutions Closes Three Acquisitions

Munger, Tolles & Olson advised Envoy Solutions, a diversified distribution company, in three recent acquisitions designed to deepen its footprint along...

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