Tax Archives - The BTI Consulting Group

Colin W. Fraser

tthorp — Thu, 21 Aug 2025 00:17:05 +0000

Colin Fraser is a commercial litigator with experience in all phases of litigation in federal and state courts, and in arbitration and mediation, with a principal focus on complex matters. He is experienced in managing cases at the trial court level, including all aspects of discovery, motion practice, and trial. He also has experience prosecuting appeals before the Ninth Circuit and the California Court of Appeal. Colin also represents clients before legislative and regulatory bodies at the local and state levels.

Colin has handled cases with claims exceeding several billion dollars in potential liability and has experience in a broad range of areas affecting business clients, including contract law, intellectual property litigation, anti-trust, Racketeer Influenced and Corrupt Organizations Act (RICO), the Telephone Consumer Protection Act (TCPA), false advertising, unfair competition, real estate disputes, and shareholder disputes.

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Antonio Longo

tthorp — Thu, 21 Aug 2025 00:16:30 +0000

Antonio is a Partner in the tax department and has extensive experience in tax law, with a focus on international, corporate, personal, and employment taxation, as well as in the resolution of tax disputes. Antonio has expertise in audit, tax compliance activities, and tax risk management systems. He also provides assistance in complex cases of wealth and succession planning.

Antonio assists Italian and multinational companies operating in various sectors, including insurance, pharmaceutical, industrial, technological, food, and retail. He is the main tax contact in the firm’s insurance team and support clients on management incentive plans and strategies related to the international mobility of workers.

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P. Prestin Weidner

tthorp — Thu, 21 Aug 2025 00:16:25 +0000

Prestin Weidner’s practice primarily involves federal and state tax structuring, planning and advice for business transactions, mergers and acquisitions, investment transactions, real estate transactions, recapitalizations, the formation of partnerships, joint ventures and other business entities, employment agreements and non-qualified deferred compensation plans, and equity and equity-based compensation plans. He also advises fund sponsors and investors on fund formations and investments, including co-investments. Prestin also engages in general business and corporate matters, including drafting and negotiating agreements for investment and acquisition transactions, entity formations, employment agreements, and equity incentive and other compensation plans.

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Morgan W. Holtman

BTIConsulting — Wed, 29 May 2024 13:56:10 +0000

Morgan Holtman has significant experience with the tax aspects of business planning, structuring transactions and restructuring business enterprises, particularly with respect to passthrough entities.

Morgan’s practice focuses on transactional tax planning for, and tax controversy representation of, corporations, partnerships and other entities in a variety of settings. She has extensive experience in partnership taxation across a range of industries and in domestic and cross-border contexts, with particular emphasis on partnership formation and restructurings, real estate joint venture matters, and mergers and acquisitions.

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Timothy Shapiro

BTIConsulting — Wed, 29 May 2024 13:55:21 +0000

Tim Shapiro advises public and private companies on tax aspects of a variety of domestic and cross-border transactional matters, including mergers and acquisitions, reorganizations, debt and equity financings, and the formation and operation of limited liability companies and other passthrough entities.

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Randy J. Clark

tthorp — Mon, 12 Jun 2023 18:49:41 +0000

Randy Clark is a partner in the firm’s Charlotte office and a member of the tax practice group. Randy focuses his practice on U.S. federal and international tax matters involved in acquisition, disposition, restructuring, and financing transactions, as well as on income tax planning for closely-held businesses and high net worth individuals. In addition, Randy counsels on tax considerations related to affiliated group operations, tax attribute planning and preservation, and renewable energy transactions.

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Jill H. Goldstein

tthorp — Mon, 07 Feb 2022 13:52:17 +0000

Jill represents participants in the affordable housing and historic tax credit industry. Her primary focus is on assisting tax credit investors and syndicators on equity and tax matters on lower-tier investments, including front-end structuring advice and strategy, negotiating and drafting key documentation, and analyzing and solving tax issues. Jill has assisted clients on transactions with any number of different financing sources and structures including projects utilizing income averaging, mixed-income projects, mixed-use projects, mixed-finance public housing projects, tax-exempt bond deals using LIHTC, projects which are financed by a combination of state and federal LIHTC (low-income housing tax credit) and state and federal HTC (historic tax credit), HUD Rental Assistance Demonstration projects utilizing LIHTC and projects using a combination of 9% and 4% LIHTCs.

She also has experience advising investors on the real estate and debt financing aspects of these investments. In addition, Jill’s practice includes advising tax credit investors on various workout, syndication and asset management issues, including assistance with LIHTC and HTC exit strategies.

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Yaniv Maman

tthorp — Mon, 07 Feb 2022 13:45:59 +0000

Yaniv Maman is a partner in the Tax Department. He advises U.S. and non-U.S. clients on partnership tax matters, mergers and acquisitions, international tax matters, and matters relating to private equity funds and their investors.

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Tim Goodman

tthorp — Thu, 09 Dec 2021 22:07:30 +0000

Tim works with employers on health and retirement plans, and executive compensation. Tim works with employers, with a special focus on assisting cooperatives, agribusiness companies, hospitals and health care entities, and tax-exempt organizations. Tim advises on health benefits including health care reform (the ACA), wellness plans, telemedicine, and employee assistance plans. His ACA experience includes taxes and penalties; including section 4980H and the employer shared responsibility fee, reporting (Form 1095-C), notices and mandates. Tim helps employers with the complex rules governing retirement plans and assists them to review operations, address errors, and maintain the tax-qualified status of their plans. His experience includes qualified and nonqualified retirement plans (including defined benefit, 401(k), 403(b), 457(b), and 457(f) plans, and section 409A). On executive benefits, Tim assists with employment agreements, severance arrangements, deferred compensation, and incentive plans. With health care entities, Tim also assists on sign-on bonuses, reasonable compensation under section 4958, and the excise taxes under section 4960 (added by the Tax Cuts and Jobs Act).

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Lewis M. Horowitz

tthorp — Thu, 09 Dec 2021 22:04:48 +0000

With more than 30 years of experience, Lewis Horowitz’s goal is to serve as a trusted advisor to his clients.

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