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Geoff Schultz is an associate in the tax section of Porter & Hedges. His practice includes all aspects of structuring and negotiating partnership and limited liability company formations and restructurings, corporate formations and reorganizations, business acquisitions and dispositions, corporate finance transactions, deferred recognition transactions, admissions of and providing equity incentives for management and key employees, as well as choice of entity considerations, state tax planning, and client representation before IRS Exam and Appeals and state taxing authorities. Mr. Schultz has been named a “Texas Rising Star” in 2005, 2006 and 2007 by Texas Monthly magazine. Representative Experience
- Formations, operations, dissolutions, etc. of partnerships, corporations and other business entities on behalf of real estate developers, oil and gas producers, and investment management firms.
- Initial public offerings and spin-offs with respect to major international corporations.
- Sales of wind energy and other businesses.
- Planning for major corporate liquidations in order to take advantage of currently reduced capital gain and dividend rates, as well as potential liquidation discounts, and operating in partnership form going forward.
- Structuring entities and business arrangements so as to maximize tax credits arising under Internal Revenue Code sections 29, 45 and 45J, as well as related contribution in aid of construction issues.
- Offerings of convertible preferred stock as well as other debt and equity offerings.
- Global settlements by way of qualified settlement funds pursuant to Treasury regulations issued under section 468B.
- Litigation involving application of sections 1092 and 263(g) to complex financial instruments.
- Tax deferral solutions involving the application of section 1033 in unique circumstances involving liquidated damages and break-up fees.
- Case before the North Dakota Supreme Court in which the court declared North Dakota's dividends received deduction unconstitutional under the Commerce Clause.
Professional / Civic Affiliations
- American Bar Association
- State Bar of Texas
- Houston Bar Association
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