Corporate Tax

As a lawyer for over 30 years, on a daily basis, John Teter has assisted thousands of clients in achieving their business and personal goals. He draws on this wealth of real-world experience, coupled with interaction with colleagues and a lifetime commitment to continuing education, to provide his clients the best legal representation possible. It is a great source of personal pleasure to apply these tools to assist others. Mr. Teter considers each case to be a personal challenge to achieve what is best for each of his clients. As an experienced taxation law attorney, he has the knowledge and resources to handle complex tax problems of individuals and business owners. Whether it involves a tax audit, tax appeal, or other matter, you can depend on John D. Teter for insightful analysis and skillful representation. Mr. Teter founded his own law firm to provide personalized service to each and every client. The law firm has the resources and experience of a large firm but the focused and customized attention you would expect from a smaller firm.

Pontius Tax Law, PLLC strives to resolve sensitive tax problems through trust, dedication, and value. The law firm was founded by John Pontius. Mr. Pontius regularly represents individual and business clients with sensitive and serious tax matters before the Internal Revenue Service and state taxing authorities. His client base is local, national and international. Over the course of his career, Mr. Pontius has represented businesses and individuals with complex tax issues in the following areas: FBAR examinations, offshore disclosures, FATCA, tax planning, unfiled tax returns, release of tax liens and levies, trust fund recovery penalty, IRS and state audit examinations as well as Appeals, penalty abatement, US Tax Court litigation along with defense of tax fraud and evasion. Mr. Pontius has extensive examination experience with federal and state audits, protests of proposed adjustments and audit reconsideration. He represents clients on tax liens and levies, collection due process hearings, offers in compromises and requests for penalty abatement. He has experience with employment tax issues such as worker classification and the trust fund recovery penalty. Prior to founding Pontius Tax Law, PLLC, Mr. Pontius practiced for five years at Maryland tax controversy law firms in Rockville, Annapolis, and Bethesda. Mr. Pontius has two years’ experience in the international corporate tax group at KPMG in Tysons Corner, Virginia where he researched and analyzed a wide range of complex tax matters in the areas of compliance, provision, planning, and restructuring. At the accounting firm, Mr. Pontius worked with a broad range of U.S. multi-national and foreign-owned clients doing business as corporations and partnerships in the communications, financial services, and defense contractor industries.

A. Antonio Tomas is a Board Certified Tax Lawyer, Board Certified Criminal Trial Lawyer and a Certified Public Accountant. Mr. Tomas's practice focuses on two main areas: Tax Law and Criminal Law. Mr. Tomas has successfully represented clients against the Internal Revenue Service at the field and appeals level, as well as before the United States Tax Court. He has also advised and counseled clients on various issues, including trust and estate planning, corporate structuring and general tax planning. Mr. Tomas has extensive experience at the state and federal level litigating all phases of a criminal case. He has defended clients charged with various white-collar crimes, as well as other crimes such as grant theft, child molestation and murder. Mr. Tomas graduated with honors from the University of Miami School of Law in 2003. During law school, he interned with the Miami-Dade state attorney's office and was an editor for the Inter-American Law Review. He went on to earn an L.L.M. degree (Masters of Law) in Taxation from the University of Miami in 2006. Prior to law school, he majored in Accounting and earned a Master's Degree in Taxation from Florida International University. He has been a C.P.A. (Certified Public Accountant) in the state of Florida since 2002.

Ernest established the firm with offices in Pennsylvania and London in 2005, providing professional services to multinational individual, corporate and private equity clients.  Ernest continues to bring together people with the shared belief that a practice should be built on providing reliable professional service while maintaining the trust of its people and of its clients.  Ernest's commitment to providing his clients with personal attention is carried forward today by each of the firm's service professionals.

Davis Law’s CEO is Marshal H. Davis, Esquire, MBA, LLM. Davis Law is a Bucks County law firm and serves the Philadelphia area and its suburbs, New Jersey, and elsewhere in Pennsylvania. He is an attorney licensed to practice law in Pennsylvania, New Jersey, and the federal courts of the Eastern District of Pennsylvania and Western District of Pennsylvania. Attorney Davis is a native and long-time resident of Bucks County, Pennsylvania. Dr. Davis’s primary practice areas include business law, commercial transactions, non-profit law, tax-exempt entities, real estate tax assessment appeals, and corporate law. In his spare time, he coaches fencing at Liberty Fencing Club LLC in Warrington, PA. In addition to running this local Bucks County law firm, in Spring 2013, Dr. Davis was an instructor at Temple University’s Beasley School of Law for the practicum of the JD-level Nonprofit Corporations class.

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

Born and raised in Mid-Michigan, Casey attended Michigan State University where he earned a Bachelor of Arts degree with a major in Advertising. Casey worked for years in advertising, marketing, and business consultation before deciding to attend law school. In 2013, Casey graduated Cum Laude from Thomas M. Cooley Law School (now Western Michigan University Cooley Law School), with a concentration in Intellectual Property. While attending law school, Casey worked on various consumer protection projects with the Attorney General of Michigan, as well as interning for an East Lansing based law firm. In 2014, Casey was admitted to the State Bar of Michigan, and is licensed to practice in the state of Michigan, is admitted to practice in the Michigan Federal Court of the Western District, and has been admitted to practice in the Colorado Federal Court, as well as the United States Tax Court. Since becoming licensed, Casey has been working as a solo practitioner in Michigan. Casey has worked in a wide variety of areas including Real Estate, Landlord/Tenant, Copyright, Contracts, Tax Issues, Business Organization, Wills and Trusts, Bar Exam Appeals, Collections, Construction Law, and Compliance. Recently, Casey has received a Certificate of Completion in the areas of probate and estate planning issued by the Institute of Continuing Legal Education and the Probate and Estate Planning Section of the State Bar of Michigan.

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 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.

Katz Law Firm’s founder and managing partner, Adam Katz, is admitted to practice law in New York Supreme Court, Southern District, Eastern District and U.S. Tax Court. He is an active member of the ABA– American Bar Association, NYSBA – New York State Bar Association (and is also a member on the Trusts and Estates Law Committee), NAELA (National Academy of Elder Law Attorneys), NAEPC (National Association of Estate Planners and Councils) and EPCNC (Estate Planning Council of Nassau County). Adam received a plaque from Martindale-Hubble in 2017 for practicing law. He is recognized and listed for estate planning and probate services on Nolo.com and Avvo.com, where he voluntarily answers questions regarding various aspects within the practice of law. Adam has also been nominated to be a rising star SuperLawyer by Thomson Reuters since 2015. In addition, he has been selected to serve as Co-Counsel for other law firms and attorneys. Adam was invited and has accepted the position to become a State Practice Advisor for Interactive Legal, which is among the nation’s elite leading Trusts, Estates and Elder Law legal resource and knowledge base. Adam’s unique academic background enabled him to gain exposure and valuable work experience across a wide variety of financial and legal positions. He has worked in the financial sector at Merill Lynch, practiced corporate litigation at Proskauer Rose LLP, intellectual property at Pennie & Edmonds, corporate transactional law at Jones Day and trusts and estates law at a number of firms. Adam has published articles on accounting and tax in BNA and decanting irrevocable trusts in the Nassau Lawyer. In addition, Adam has substituted as a law professor at Hofstra University’s School of Law and St. Johns Law School on trusts and estates drafting and tax law, lectured and participated in panels at Cardozo Law School and has given classes and presentations in various forums. Adam earned his Juris Doctor at Fordham University School of Law, where he was Notes and Articles Editor for the Fordham Journal of Corporate and Financial Law. Additionally, Adam was selected as teacher’s assistant and student coordinator of a research team to publish a treatise on International Law. After law school, he received his Master of Laws in Taxation, with a focus on Trusts and Estates, from New York University School of Law in 2008, where he was elected to be Director of the NYU Law & Business Association and volunteered as a mediator in the NYU Mediation Clinic. Katz Law Firm’s founder and managing partner, Adam Katz, is a cum laude graduate of Hofstra University where he graduated with two degrees and was given the Presidential Academic Fitness Award. Adam received his Bachelor of Science in Mathematics with honors and was Vice President of Kappa Mu Epsilon National Mathematics Honor Society. Adam also received a Bachelor of Arts with a triple-minor in Philosophy, Economics and Asian Studies. He was also elected to be Senator of Hofstra’s Student Government Association and was chosen to be a teacher’s assistant of Finite Calculus with Business Applications. If you need to find a lawyer who you can trust in the Cedarhurst area, Katz Law Firm is ready to use our expertise to serve you—contact us today!