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Thomas R. Vance
Attorney
555 East Wells Street
Suite 1900
Milwaukee, WI 53202-3819
Phone: (414) 978-5348
Fax: (414) 223-5000


Taxation
Thomas Vance is an attorney in the Milwaukee office of Whyte Hirschboeck Dudek S.C. where he advises clients on international, federal, state, and local tax matters. He has represented clients in Wisconsin, California, Illinois, Connecticut, Florida, Massachusetts, New Jersey, New York, Nevada and Virginia. Mr. Vance helps clients plan their investments and transactions to have the lowest possible tax consequences. He also defends them if they are challenged by tax authorities.

Mr. Vance guides clients through the difficult process of audits, administrative appeals, and litigation. His clients have cases before the Court of Appeals for the Seventh Circuit, various IRS appeals officers, and in the U.S. Tax Court. He has successfully represented corporations, partnerships, REITs, nonprofit exempt organizations and individuals. He takes the time to understand his clients and keep them informed so that any decisions are appropriate to their unique circumstances.

Mr. Vance counsels clients forming, buying, selling, or dividing their businesses. He is knowledgeable about the federal and state tax consequences of transactions and how to minimize the impact of taxation by multiple authorities. As businesses (often aided by technology) expand their geographic reach, they potentially fall within the ambit of many tax authorities. He is a valuable resource for clients navigating multijurisdictional taxation; whether crossing state lines or international boundaries.

Mr. Vance is a frequent speaker on tax topics relevant to individuals, professionals, and industry groups. He was an Adjunct Professor of Law at the University of Wisconsin Law School where he taught advanced classes in taxation. He now teaches advanced classes in taxation for the graduate program at the Lubar School of Business at UW-Milwaukee.

Education

  • New York University School of Law, L.L.M. in Taxation
  • Brooklyn Law School, J.D., cum laude
  • The University of Iowa, B.S. in Economics

Admissions

  • Wisconsin
  • New York
  • U.S. Tax Court
  • Court of Appeals for the Seventh Circuit

Awards & Distinctions

  • Edith C. Blum Prize for Excellence in Taxation
  • CALI Excellence for the Future Award in Tax Practice and Procedure

Representative Work

  • Audits, Administrative Appeals, Hearings and Trials of Federal, State, and Local Tax Matters
  • Tax Free Reorganizations And Divisions
  • Interstate Apportionment And Allocation Of Income
  • Self-Employment Income From LLC, Partnerships, And S Corporations
  • International Asset Reporting Including FBAR, FATCA, And The Offshore Voluntary Disclosure Program (OVDP)
  • Advising foreign entities choosing the state of incorporation for expansion into the U.S.
  • Formation and operation of IC-DISC
  • Analysis of permanent establishment provisions in tax treaties
  • Unrelated Business Income Tax
  • Real Estate Transfer Taxes
  • Real Estate Investment Trusts (REIT) and UPREIT Structures
  • Tax Consequences of Judgments and Settlements
  • Sales and Use Taxes
  • Unclaimed Property
  • Formation and Qualification of Tax Exempt Entities
  • Mergers, and Acquisitions By and Between Tax Exempt Entities
  • State and Local Nexus and Qualification To Do Business
  • Valuation of Businesses and Charitable Contributions
  • Property Taxes
  • Sourcing of Income Under Federal Law
  • State Residency
  • Gift and Estate Tax Treatment of Promoter Interests
  • State Tax Matters in States Including California, Illinois, Connecticut, Florida, Massachusetts, New Jersey, New York, Nevada, And Virginia
  • Local Tax Matters in Cities Including New York, Philadelphia, Washington, D.C., Chicago, Las Vegas, Los Angeles, and San Francisco
  • Classification of Employees and Independent Contractors
  • Wisconsin Beverage and Cigarette Taxes

Professional Associations

  • Dane County Bar Association
  • State Bar of Wisconsin
  • New York State Bar Association
  • American Bar Association
  • Brooklyn Law School Tax Law Association, Founder and President
  • Brooklyn Law School Volunteer Income Tax Assistance Program, Founder and Chair

Teaching Positions

  • Adjunct Professor, University of Wisconsin-Milwaukee, Graduate Tax Program, Taxation of Partnerships, LLCs, and S Corporations
  • Adjunct Professor of Law, University of Wisconsin Law School, teaching advanced classes in taxation

Articles and Presentations

  • Significant Federal and State Tax Developments to Access Now, co-author, On Balance (September/October 2014)