Tax Litigation

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

JoHanna was born in Colorado and completed her undergraduate work at Colorado State University with a B.S. in finance. She completed law school at the University of North Dakota. After law school, JoHanna moved to Albuquerque, New Mexico. She received a PhD in Economics which focused on the development of a stabilized international digital currency that transcends exchange rates. JoHanna’s career has covered legal work, national and international product development and market analysis and many other facets of business and ecommerce. JoHanna has also served on state and national technology boards as an attorney and advisor.

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!

Mr. Bruce’s legal career has focused on criminal litigation. For 37 years, Mr. Bruce worked as Assistant United States Attorney in the United States Attorney’s Office for the Western District of New York. During this time, he was Chief of the Organized Crime and the National Security Divisions of the office and served as Senior Litigation Counsel before retiring in 2016. He has extensive experience in investigations, trials of complex criminal cases, including RICO, tax, mail and wire fraud, false statements, perjury, and narcotics cases in United States District Court, and in appeals to the Second Circuit Court of Appeals. Over the last 20 years of Mr. Bruce’s career in the United States Attorney’s Office, he served as an Office Evaluator for the Executive Office for the United States Attorney’s Office, participating, as a member of a teams of seasoned Assistant United States Attorneys, in peer evaluations of United States Attorneys’ Offices throughout the United States. In 1998, Mr. Bruce took a temporary assignment as the Resident Legal Advisor in the United States Embassy in Moscow, where he was the liaison between Department of Justice Office of Overseas Prosecutorial Development Assistance and Training and the Russian Procurator’s Office to set up and run training by U.S. prosecutors and law enforcement agents for their Russian counterparts. From 2004 to 2006, Mr. Bruce also handled a complex ethics and misconduct investigation which involved an exhaustive review of two large scale narcotics prosecutions from another U.S. Attorney’s Office to determine if the lead Assistant United States Attorney in those cases had committed any violations of the law, acts of prosecutorial misconduct or ethical violations and prepared a report that was submitted to the Office of Professional Responsibility within the Executive Office for United States Attorneys. For four years prior to joining the U.S. Attorney’s Office, Mr. Bruce worked with the Internal Revenue Service Office of District Counsel. During this time, he acted as in-house counsel to the Buffalo Internal Revenue District on tax examinations, collection matters and in ongoing criminal investigations. He reviewed results of criminal tax investigations to determine if they were factually and legally sufficient to be referred to the Department of Justice for prosecution. He also tried and briefed cases in the United States Tax Court. Since 1996, Mr. Bruce has also been an Adjunct Professor at the SUNY Buffalo School of Law. Since leaving government service, Mr. Bruce has become a member of the Erie County Bar Association Grievance Committee where he has been called on to review allegations of ethical violations by criminal defense attorneys. He has also been an on-air commentator for WGRZ, Channel 2, and WBEN Radio., providing commentary and insight on high-profile federal prosecutions.

This trial focused practice has the goals of delivering quality legal services, providing to clients personal services while developing strong, trusted relationships through effective communication, analysis, planning and litigation skills seeking the best result possible. Mr. Straile has been a lawyer as a member of the Florida Bar since 2003 and has been working within the court and justice system since 2001; he is a member of the Criminal Law, Family Law, Real Property, Probate & Trust and the Trial Lawyers sections of the Florida Bar. Mr. Straile is a past treasurer for the Eighth Judicial Circuit Young Lawyers Division. Mr. Straile focuses his practice on trial law focusing in family, including domestic violence, traffic, criminal, business law and limited civil litigation or civil trial matters. Family cases include divorce, custody, paternity, modification, domestic violence, child abduction, division of assets, parenting plans, and marital settlement agreements. Mr. Straile handles cases from civil traffic to trafficking narcotics and cases ranging from misdemeanors to life felonies. Mr. Straile has handled all levels of criminal offenses and all issues related to criminal offenses from investigation to verdict and appeal. Mr. Straile represents businesses from start up to litigation after sale. Many clients also have used Mr. Straile to provide general consulting. Mr. Straile earned an LL.M (advanced law degree) from the University of Florida in tax law, a J.D. from St. Thomas University and a B.S. from Lambuth University . Prior to entering the legal field Mr. Straile provided financial services and advice at Banker's Life & Casualty and Morgan Stanley. Mr. Straile spent two years between the Third District Court of Appeal in Miami and the Seventeenth Judicial Circuit State Attorney's Office in Ft. Lauderdale . While in Law school Mr. Straile was active in trial competitions, and coached the St. Thomas Trial Team. Volunteer work includes the Volunteer Income Tax Assistance program and the Boy Scouts of America. Mr. Straile served as an organizer of the Volunteer Income Tax Assistance program and a liaison between the program and the Internal Revenue Service. For the Boy Scouts Mr. Straile taught merit badges, served as quartermaster, and assistant scout master. Mr. Straile is an Eagle Scout.

This trial focused practice has the goals of delivering quality legal services, providing to clients personal services while developing strong, trusted relationships through effective communication, analysis, planning and litigation skills seeking the best result possible. Mr. Straile has been a lawyer as a member of the Florida Bar since 2003 and has been working within the court and justice system since 2001; he is a member of the Criminal Law, Family Law, Real Property, Probate & Trust and the Trial Lawyers sections of the Florida Bar. Mr. Straile is a past treasurer for the Eighth Judicial Circuit Young Lawyers Division. Mr. Straile focuses his practice on trial law focusing in family, including domestic violence, traffic, criminal, business law and limited civil litigation or civil trial matters. Family cases include divorce, custody, paternity, modification, domestic violence, child abduction, division of assets, parenting plans, and marital settlement agreements. Mr. Straile handles cases from civil traffic to trafficking narcotics and cases ranging from misdemeanors to life felonies. Mr. Straile has handled all levels of criminal offenses and all issues related to criminal offenses from investigation to verdict and appeal. Mr. Straile represents businesses from start up to litigation after sale. Many clients also have used Mr. Straile to provide general consulting. Mr. Straile earned an LL.M (advanced law degree) from the University of Florida in tax law, a J.D. from St. Thomas University and a B.S. from Lambuth University . Prior to entering the legal field Mr. Straile provided financial services and advice at Banker's Life & Casualty and Morgan Stanley. Mr. Straile spent two years between the Third District Court of Appeal in Miami and the Seventeenth Judicial Circuit State Attorney's Office in Ft. Lauderdale . While in Law school Mr. Straile was active in trial competitions, and coached the St. Thomas Trial Team. Volunteer work includes the Volunteer Income Tax Assistance program and the Boy Scouts of America. Mr. Straile served as an organizer of the Volunteer Income Tax Assistance program and a liaison between the program and the Internal Revenue Service. For the Boy Scouts Mr. Straile taught merit badges, served as quartermaster, and assistant scout master. Mr. Straile is an Eagle Scout.

Marshall N. Dickler, is a condominium and homeowner association attorney with over 50 years of experience. Based out of Arlington Heights, IL, Attorney Dickler has provided representation for different areas of condominium and home owners associations including litigation, real estate transactions, real estate tax disputes and challenges, zoning, collections, catastrophic injury and more. His understanding of these legal areas has garnered recognition locally and nationally. Since 1977, Attorney Dickler has been a member and teacher at the Community Associations Institute (CAI), where he has discussed many different topics dealing with condominiums, homeowners associations, corporations, real estate and more. At one point, he also held the title of director and president at the CAI-Illinois chapter, showing his experience for this area of law. To schedule your consultation, contact us at 847-593-5595.

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L. ERIC EBBERT is the owner of the Ebbert Law Firm, which he created in 2020. He is licensed in both Tennessee and Florida. He practices in the areas of Labor & Employment law - Management, business litigation, and health care liability. His emphasis on Labor & Employment law includes counseling and defending employers in state and federal courts and before government agencies under Title VII, the Americans with Disabilities Act, Age Discrimination in Employment Act, Family and Medical Leave Act, Fair Labor Standards Act, National Labor Relations Act, and state employment laws; conducting high-level investigations; management training; and employment contracts. His litigation practice also includes real property, breach of contract, tort liability, products liability, and health care liability, as well as the full spectrum of business-to-business litigation. Eric has tried more than 30 cases, representing regional, national, and multi-national companies, through all stages of litigation and appeals. Eric received his Bachelor of Science degree in Accounting from Brigham Young University and his law degree from the University of Tennessee College of Law. He is admitted to practice in the United States District Court for the Eastern, Middle and Western Districts of Tennessee, and the Middle and Southern Districts of Florida, and the U.S. Tax Court. He is listed in The Best Lawyers in America® in the field of Litigation/Labor & Employment. Since 2007 Eric has served as a member of the District Investigatory Committee of the Tennessee Board of Law Examiners. He is a member of the Tennessee and Knoxville Bar Associations, a member of SHRM, and a member of the Board of the Senior Citizens Home Assistance Service, Inc. He devotes his personal time to family and church.

I am licensed to practice law in the United States Supreme Court, the State of Texas, both the Northern, Eastern and Southern Districts of Texas Federal Courts. I have represented well over 10,000 bankruptcies since 2003. I have worked out over 5000 IRS tax problems since 2003. I have also represented clients with loan modifications on their homes as well as deed's in lieu of foreclosure, short sales, and the rescinding of foreclosures. There are many alternatives to bankruptcy which my law firm has dealt with as well including credit card problem negotiation, offer-in-compromise and tax installment agreement. My goal is to make my law firm the industry standard in these areas of the law. If I can assist as many people as possible to reach their goals of financial freedom through representation and education I will feel as though I have accomplished something in my life. This practice is my passion and something that I believe in greatly. We provide a service to our clients that they will feel for the rest of their lives and that is what makes it all worth it.