Marc Lewin, Esq. Email and Phone Number
Marc Lewin, Esq. work email
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Marc Lewin, Esq. phone numbers
My tax practice encompasses federal, Rhode Island, and other state and local taxation. I can help you resolve tax issues in the following ways:• plan for and structure domestic and international tax implications of business transactions;• resolve tax disputes with the IRS and state tax authorities; and• assist with tax compliance issues for tax returns and information returns.In my business law practice, I work with business entities of all sizes, high net worth individuals and their trusts, as well as private foundations and public charities. I can assist both for-profit and non-profit organization by drafting and counseling with respect to:• business legal entity formation, including choice of entity and federal tax exemption under 501(c) for non-profit organizations;• stockholder agreements, partnership agreements, LLC operating agreements, and corporate bylaws;• contracts for every type of business transaction; and• executive compensation plans, including equity incentive plans.Aside from my legal work, I am a co-owner, with my wife, of a small e-commerce business. This experience and my experience having “hung my own shingle” as a solo lawyer gives me a business perspective uncommon among lawyers. Additionally, I serve on several nonprofit boards where I provide governance oversight, advise on strategic initiatives, plan meeting agendas, guide organizations on parliamentary procedure, and draft minutes and written consents.
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FounderLucidate P.C. Apr 2021 - PresentProvidence, Rhode Island, United States -
CounselAdler Pollock & Sheehan P.C. Jun 2014 - Apr 2021Providence, Rhode IslandRepresented management team of private equity portfolio company in a strategic acquisition, the planned sale of the company to another middle-market private equity company, and the ultimate sale of the company to a publicly traded strategic buyer, including guiding team on all state and federal tax aspects of these sales, such as partnership tax “mixing bowl” issues, and drafting tax representations and warranties.Advised emerging hedge fund investment manager on how to produce “tax alpha” by selective use of the section 988 election for regulated futures contracts tax loss positions.Planned tax-free merger of franchises held in multiple S corporation holding companies.Guided tax aspects of acquisition of subsidiary’s qualified and nonqualified stock options.In acquisition of dental practice, reduced seller’s tax liability using his personal goodwill.Drafted a high net-worth family limited partnership with disproportionate distributions.Drafted administrative and judicial appeal briefs for estate and sales tax controversies.Advised on tax-exempt status and drafted documents for nonprofit organizations. -
Manager - Tax Advisory ServicesArthur Bell, Certified Public Accountants Dec 2009 - Jun 2014Hunt Valley, MarylandHeaded group of lawyers guiding niche CPA firm for private investment funds on tax issues for hedge funds and fund sponsors, along with the public charity, private foundation, charitable giving, and estate planning endeavors of those sponsors’ high net-worth owners by devising tax planning strategies to resolve problems and exploit opportunities, reviewing transaction documents to provide tax comments, and resolving tax compliance issues involving uncertain tax return positions. Produced results such as:Advised super high net-worth individual that treating stock repurchase as a distribution rather than as a redemption under §302 would result in millions of dollars in tax savings.Convinced highly respected estate planning attorneys that Connecticut trust tax planning idea would save multi-generational trust tens of millions of dollars annually.Guided international tax effectively connected income aspect for new financial product.Applied noncontingent bond method to international sovereign wealth fund institutional investor’s $1 billion contingent debt instrument and provided schedule for OID accrual.Formed firm’s advice to its hedge fund clients on new international tax regime—FATCA.
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PrincipalLaw Office Of Marc A. Lewin, P.C. Dec 2008 - Jan 2010Held sole responsibility for all firm matters, both legal and administrative.Examples of representative matters that I worked on:Advising a client in a federal district court Trust Fund Recovery Penalty refund suit.Counseling on the best use of currently not collectible status, offers in compromise, and installment agreements in representing clients before the Internal Revenue Service.Prepared and conducted three full trials in Maryland district court.Completed income tax returns, resolving complex compliance issues.
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ManagerOffices Of Larry Strauss, J.D., Cpa, And Associates Jan 2008 - Apr 2009Baltimore, MarylandResolved compliance issues, completed tax returns, drafted documents, and advised on: Tax consequences of creation and operation of liquidating trust;Rev. Rul. 99-6 application to dissolution of partnership after sale of one partner’s entire interest to the other partner; and Disclosure of tax return position seeking an international tax treaty-based branch profits tax exemption.
Marc Lewin, Esq. Skills
Marc Lewin, Esq. Education Details
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Taxation -
Magna Cum Laude
Frequently Asked Questions about Marc Lewin, Esq.
What company does Marc Lewin, Esq. work for?
Marc Lewin, Esq. works for Lucidate P.c.
What is Marc Lewin, Esq.'s role at the current company?
Marc Lewin, Esq.'s current role is Tax and business lawyer providing creative, practical, and reliable solutions..
What is Marc Lewin, Esq.'s email address?
Marc Lewin, Esq.'s email address is ra****@****ail.com
What is Marc Lewin, Esq.'s direct phone number?
Marc Lewin, Esq.'s direct phone number is +140128*****
What schools did Marc Lewin, Esq. attend?
Marc Lewin, Esq. attended Georgetown University Law Center, The John Marshall Law School, Tufts University.
What skills is Marc Lewin, Esq. known for?
Marc Lewin, Esq. has skills like Tax, Tax Law, Legal Writing, Income Tax, Tax Research, International Tax, Legal Research, Tax Accounting, Accounting, Partnership Taxation, Corporate Tax, Irs.
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