Stephanie Loughlin focuses her practice on advising businesses, their owners, and high-net-worth clients on federal income tax and partnership tax matters. She works with clients in real estate, hospitality, technology, consulting, and other industries on joint venture and business transactions, tax planning, tax controversy and advocacy, and charitable and estate planning.
Stephanie advises clients on structuring and negotiating joint ventures, acquisitions, and other business transactions. She has represented several private equity funds in the formation of their investment funds, and in their portfolio investments, including debt restructurings and asset sales. She counsels clients on day-to-day operational issues that arise in the context of joint ventures and other closely held businesses.
Stephanie has extensive experience representing businesses, individuals, and trusts and estates before the Internal Revenue Service (IRS) and federal courts in tax audits and controversies, many of which have involved the valuation of closely held media, entertainment, and real estate businesses. In addition, she assists clients with IRS private letter ruling requests.
Stephanie also helps clients achieve business succession, estate planning, and charitable giving objectives. She routinely collaborates with clients' accountants, investment advisors, appraisers, and other professional consultants to develop and implement efficient tax plans tailored to her clients' goals.