Courtney Hollander is a member of the Tax, Securities and Business and Corporate Law Sections. Her practice focuses on a wide variety of tax matters, which uniquely positions her to work with clients on their overall corporate governance, succession planning, mergers and acquisitions and general transactional matters. Courtney is currently completing coursework to obtain her LL.M. in Taxation.
Courtney has experience advising clients in IRS LB&I controversies relating to international tax matters. She also works with domestic businesses looking to expand internationally and advises clients on various planning considerations such as permanent establishment and other treaty provisions, mandatory withholding and check-the-box regulations. She advises international employers on various tax matters, including foreign employee classification for U.S. tax purposes.
Courtney advises taxpayers on various federal tax controversy matters and has experience working with C corporations, S corporations and their shareholders, and sole proprietors. She has also worked with individual taxpayers facing trust fund recovery penalty assessments, including representing taxpayers before the IRS Office of Appeals.
She has experience with tax planning matters, including securing an IRS private letter ruling, assisting estate planning clients with tax-advantageous wealth transfers and advising clients on their various mergers and acquisitions. From a compliance perspective, Courtney regularly works with taxpayers on payroll tax matters, including structuring deferred compensation agreements, taxation of fringe benefits, and correcting taxpayer information statements.
Courtney represents clients in controversies before the Wisconsin Tax Appeals Commission. She also works with multi-state clients on tax apportionment and minimum contacts analyses.
Courtney also works with financial services firms, including investment advisory firms and their representatives, on securities matters. Courtney is an Investment Adviser Certified Compliance Professional (IACCP). The IACCP designation is awarded to individuals with knowledge of and experience in investment adviser regulation and compliance best practices. With her IACCP designation, Courtney advises investment adviser clients on a wide variety of subject matters, including the Investment Advisers Act of 1940; compliance program rules; ethics; trading and brokerage; Form ADV disclosure and advertising; and compliance mandates such as SEC Regulation S-P. She has experience with initial SEC registration requirements and has worked with clients throughout their SEC examination. She also regularly works with state-registered investment advisers. Using her industry-tailored knowledge and skills, she works with investment adviser clients on their mergers and acquisitions. She also works with corporate clients regarding Regulation D and state securities offerings. She has experience with securities-related controversies, including FINRA arbitration.