Tax

Charles A. Ray, Jr. concentrates his practice in Federal Tax Law, representing both individuals and corporations. His impeccable resume reveals a proven record of hard work, integrity, and accountability. For your individual tax needs, Charles Ray will provide prompt personalized service at an affordable rate. His vast business background makes him the ideal Tax Lawyer for corporate interests as well. We under promise and over deliver. The Tax Law Firm of Charles A. Ray, Jr. represents individuals and businesses all over the United States, not just in Washington, D. C. The firm thrives not only because of satisfied clients and its reputation for success, but also because of referrals from other attorneys who know and trust the quality of Charles Ray’s work. We deliver personal attention to our clients by listening, remaining accessible, and promptly responding to their needs. We are selective about the cases we accept to ensure the consistent delivery of exceptional service and personal commitment to each case.

Attorney Robert Schaller treats every client like family, giving them the time and personal attention they deserve. The law firm offers both in-office and virtual conferencing because some clients want to talk in the law office while other clients want to talk in the comfort of their home - and conference face-to-face over the computer via Zoom. For over 40 years, I’ve had the privilege of guiding individuals and families through some of life’s most difficult legal challenges. Whether you’re facing overwhelming debt, the threat of foreclosure, or aggressive collection actions, you don’t have to navigate it alone. I offer personalized legal solutions in bankruptcy, debt resolution, garnishment prevention, and lawsuit defense—each tailored to protect your financial well-being and restore your peace of mind. My goal is always to help you regain control of your future with dignity and confidence. In addition to financial relief services, I provide experienced guidance in estate planning and business matters. I work closely with clients to draft wills, trusts, and powers of attorney, ensuring their wishes are honored and their loved ones are protected. I also assist entrepreneurs with business formation and incorporation, laying a strong legal foundation for long-term success. No matter your legal need, I approach every case with compassion, clarity, and a deep commitment to your best outcome. Let’s work together to build a secure and hopeful path forward. Talk to Attorney Robert Schaller and gain peace of mind. The consultation is FREE!

Harry counsels predominately high net-worth families and closely-held businesses in a broad range of matters, including areas of taxation (state, national and international), formation, real estate, trust and estates, and business succession planning. Harry advises clients on structuring transactions in a tax-efficient manner. Harry has an acute understanding of the real estate and agricultural sector and helps clients meet their business objectives. Harry regularly advises corporations, partnerships, and individuals on a broad range of domestic offshore and cross-border transactions often focusing on complex and innovative structures to transfer wealth and business holdings. Harry’s experience includes acquisitions, dispositions (including like-kind exchanges), sophisticated financing, easements, and other asset management matters that add post-tax value to the respective client. Harry also helps individuals and families with sophisticated wealth planning and wealth preservation and multi-generational planning which minimizes income, estate, gift and generation-skipping transfer taxes. Understanding the desire to preserve wealth and closely held business enterprises, Harry ensures a client’s legacy is persevered while navigating potentially sensitive family dynamics. As part of legacy planning, Harry regularly counsels his clients in respect to charitable giving and has been involved with establishing private foundations, charitable lead and remainder trusts, and other not-for-profit entities. Harry remains active within the community. While not practicing law, Harry enjoys running basketball and hockey.

Steve, originally from Baltimore, holds a JD and an MBA in Finance from the University of Maryland. In addition to advanced degrees, Steve has completed several training programs on representing taxpayers before the IRS including earning the NTPI Tax Fellow® and Certified Tax Resolution Specialist (CTRS) designations. Before becoming the Managing Partner of Cromwell & Company, Steve was the Controller for NFR Security, Inc. As a key member of the management team, he contributed to the success of completing the sale of NFR Security to Check Point Software Technologies, Ltd., (Ticker CHKP) and the post-integration support of the two companies. Prior to that, he held controller positions with other high tech firms in the Baltimore Washington corridor and a senior analyst position in the treasury department of ICMA Retirement Corporation in downtown DC. Steve has significant experience in tax preparation, representing clients before the IRS, auditing, business valuation, and investment advisory. Occasionally when time permits, Steve has taught accounting courses at local universities and community colleges in the DC Metro area. In his free time, Steve enjoys being outdoors running, hiking, and biking. On Saturday afternoons in the fall, you can find Steve at University of Maryland football games cheering on the Maryland Terrapins.

Lincoln Clark is a practicing lawyer in the state of California handling Tax matters.

The Browder & Welborn Law Office is a family-oriented law firm that focuses on protecting our clients' families, their family businesses and their assets through careful estate planning.

Attorney Putnam C. Smith represents Main Street business owners and executives, professionals of all types and local, regional and national real estate investors, developers and operators, concentrating on business and commercial real estate transactions and tax and estate planning. Common transactions include start-ups, acquisitions and sales of closely held business, tax-free mergers and reorganizations, asset purchases, leveraged buyouts and joint ventures and partnerships in a wide range of industries. He has practiced corporate law in Atlanta and the surrounding metropolitan area since 1988, initially with Nall & Miller, LLP and later with Robert W. Fisher, P.C., a tax boutique that was instrumental in the creation of Nextel and a number of international ventures in the telecommunications industry before disbanding in 1994. Before attending law school, he incorporated Jimmy Carter’s 1976 presidential campaign and worked as a legal assistant with other leading Atlanta law firms, including King & Spalding, LLP and Kilpatrick Stockton, LLP, gaining invaluable experience with public corporations and investment banks. During his tenure with Lipscomb, Johnson, Sleister, Dailey & Smith, LLP, Mr. Smith has handled private equity investments in shopping centers and industrial and commercial property in several southeastern states, land assemblages requiring services ranging from quiet title actions to road closures and a $116 million buyout to resolve a shareholder’s dispute involving a closely held technology business.

Monica P. Patankar is a partner with the law firm of Patankar Law P.C. Monica takes a compassionate approach to helping clients solve their legal issues. She listens to each story carefully and understands that no two issues are alike. Monica's legal training and experience have prepared her to handle your legal needs. Monica gained her legal knowledge at University of Notre Dame Law School in Notre Dame, Indiana. Upon graduation, Monica worked for a large law firm, Chapman and Cutler LLP in Chicago, Illinois. At Chapman, Monica worked with large municipalities and other governmental entities to raise capital for large infrastructure projects. After working for Chapman, Monica also had the opportunity to focus her legal acumen on individuals with family law issues and businesses handling general litigation and transactional matters, before forming Patankar Law P.C. Moreover, through her previous work experiences, she gained an interest in taxation and furthered her education at Washington University in St. Louis, School of Law receiving an LL.M. in Taxation. Monica is trained as a Guardian ad Litem, an attorney that is appointed to determine what is in the best interest of the minor children, in Kane, DuPage, and Kendall Counties. To schedule an initial consultation with a skilled Aurora Tax Attorney, call 630-820-8877.

Spencer Golden is an associate at K/S Attorneys at Law who handles legal matters in the area of criminal law, tax controversy, tax planning, business structuring/planning, asset protection, estate planning, probate, bankruptcy, and real estate representing individuals and their businesses.

EXPERIENCE: ScaleUp Legal – Managing Partner Miami, FL • Manage formation and development of ScaleUp program for startups seeking representation and counsel to raise capital, overcoming due diligence difficulties, and structuring deals. • Qualify, evaluate, and manage affiliated PE investments and portfolio of startups. • Counsel US and global clients (businesses and executives), on corporate structure, immigration, PE/VC, international tax, compliance, and complex international transactions. • Review, negotiate, and supervise hundreds of commercial, procurement, and licensing contracts, DPAs, and more with clients, vendors, and partners . • Counsel clients on the legal aspects of investing in blockchain technology and making other cryptocurrency investments. • Counsel domestic and international (including Egypt, Philippines, Spain, and Argentina) clients on entity formation in Delaware, Florida, and Nevada, tax implications, registered agents, power of attorney, and tax IDs for corporate and individual clients. • Search, and file for, new trademarks, respond to office actions, and manage trademarks. CoachHub – Sr. Legal Counsel Miami, FL and Berlin, Germany • As VP and officer of the US subsidiary, negotiate and manage hundreds of deals in the US, Latin America (including Brazil), and Spain. Counsel and negotiate with C-level executives, on corporate structure, immigration, PE/VC (more than $300M raised in VC), international tax, compliance, and complex international transactions. • Review and determine adequacy of software as service platforms, and their compliance with our internal requirements as well as FedRAMP, GovCloud, GDPR, CCPA, SOC II, and ISO. • Hire, lead, and mentor team members in the UK, Germany, and the US by examining their work, setting priorities, providing feedback, and facilitating improvements and growth. • Work with Human Resources to establish a nationwide employment strategy minimizing labor costs and risks for a workforce of around 150 employees across 27 states and several countries. • Clients and partners included Silicon Valley Bank, Amazon, Meta, Twitter, T. Rowe Price, Capital One, Kellogg's, Thomson Reuters, Repsol, Banco Santander, and more. Indiana Department of Workforce Development – Investigator Miami, FL and Indianapolis, IN • Determined the facts and created a record relevant to the claimants’ claims by using questioning techniques similar to the ones used for deposition, direct, and cross examination. • Applied relevant Indiana labor law and jurisprudence to assist in adjudicating unemployment and COVID-19 pandemic benefits claims. Maine Department of Labor – Appeals Hearing Officer Miami, FL and Augusta, ME • Heard appeals from unemployment claimants in the state of Maine and applied relevant law concerning unemployment benefits and emergency assistance related to COVID-19. • Conducted hearings with claimants over the phone, created a record, and made decisions over the qualifications of claimants to receive unemployment benefits. • Affirmed or reversed decisions by unemployment benefit deputies based on the record created during the hearings and the applicable law. M3N – Founder Miami, FL and Barcelona, Spain • Founded M3N, Inc., a Delaware corporation, and established the corporate documents necessary for corporate governance and operations in Florida. • Developed the business and technology to invest in triple net CRE using data science. • Through the COVID-19 pandemic, developed and leveraged the network of contacts necessary to raise the funds necessary to begin operations and deploy capital. Trueba & Suarez – IP Law Miami, FL • Drafted motions for Federal court, State court, and TTAB proceedings. Drafted responses to USPTO office actions. Provided litigation support including document management, document review, eDiscovery, and client coordination. • Researched and summarized TMEP, the Hague convention (for service on international defendants), Federal (Lanham Act, DMCA, and the Copyright Act), and Florida statutes related to trade secrets, international copyrights, trademarks, and franchises. • Initiated, followed up with, negotiated, and delivered take down notices, demand letters, and cease and desist letters to content and service providers (like YouTube, GoDaddy, and others) and opposing parties as necessary to protect the intellectual property rights of our clients. • Evaluated searches performed by outside vendors on trademarks and patents. Evaluated potential pre, and post, AIA patent cases, patent office actions, and patents used by examiner to deny patents. InternetDynamo – Founder Miami, FL • Acquired clients generating more than $800,000 in revenue per year. • Led the team responsible for the design, deployment, growth, and maintenance of the hosting infrastructure necessary to sustain the website ranked number 20 in traffic in the world. • Led the design and development, with a team of DBAs, the cluster database infrastructure responsible for hundreds of millions of transactions per day spanning several databases, servers, networks, and geographic locations. EDUCATION: Universidad de Barcelona, Facultad de Derecho Barcelona, Spain Grado en Derecho (Legum Baccalaureus (LL.B.)/Bachelor of Law) – EU Law and Data Privacy University of California - Berkeley, School of Law Berkeley, CA Legum Magister (LL.M.)/Master of Law – Intellectual Property (IP) Nova Southeastern University, College of Engineering and Computing Miami, FL Master of Science in Management Information Systems (M.MIS) – Data Science Nova Southeastern University, Shepard Broad College of Law Ft. Lauderdale, FL Juris Doctor (J.D.) – International Law & Civil Law Stetson University College of Law: Tampa, FL International Institute of Social Studies The Hague, Netherlands Truman Bodden Law School Georgetown, Grand Cayman Florida Institute of Technology, Nathan M. Bisk College of Business Melbourne, FL Bachelor of Arts (B.A.), cum laude – Business Administration & Computer Information Systems OTHERS: Native Reader, Writer, and Speaker of Legal and Business English and Spanish Member of the Florida Bar – Bar No. 1027712 Miami, FL CIPP/US Miami, FL Startup @ Berkeley Law/VC University – Certificate in VC Berkeley, CA Chairman of Board of Our Children, Our Future (non-profit) Hollywood, FL Nova Southeastern University – Certificate in Civil Law Ft. Lauderdale, FL University of California, Berkeley – Certificate in Law and Technology (IP) Berkeley, CA InfraGard, South Florida Members Alliance Miami, FL Nova Southeastern University – Certificate in International Law Ft. Lauderdale, FL HNBA/Microsoft, Intellectual Property Law Institute (IPLI) Scholar Washington, DC Master Swimmer Miami, FL