Thomas J. Phillips, Partner

Biography

Tom Phillips focuses his practice in the area of taxation, providing tax analysis, advice, and tax opinions to publicly held and closely held business entities. His more than 40 years of experience include representation of clients in and structuring tax-free reorganizations and mergers, spinoffs, cross-border transactions, taxable asset and stock purchase transactions, partnership transactions, and private placement investments in limited partnerships and limited liability companies involving hedge funds, distressed company investments, commercial real estate, value company investments, and low-income housing tax credit projects. Tom also has extensive experience in tax controversy matters representing clients before the Internal Revenue Service, Wisconsin Department of Revenue, and federal and state courts.

Legal Services

Education and Honors

  • New York University School of Law (LL.M., 1974)
    • Taxation
  • University of Utah College of Law (J.D., 1973)
    • Order of the Coif
  • University of Minnesota (B.A., 1970)

Bar Admissions

  • Wisconsin
  • Utah

Court Admissions

  • U.S. Tax Court, 1974
  • U.S. District Court, Western District of Wisconsin, 1974
  • U.S. District Court, Eastern District of Wisconsin, 1974
  • U.S. Claims Court, 1974

Professional and Civic Activities

  • State Bar of Wisconsin (Tax Section, Member Board of Directors; Business Section; District Representative, Board of Governors) (Member) (2011–2015), Chair of Finance Committee, Board of Governors
  • Milwaukee Bar Association (Member)
  • American Bar Association Tax Section, Corporate Tax Committee, S Corporation Committee (Vice Chairman), Partnerships and LLC Committee, and Business Law Section (Member)
  • Milwaukee Tax Club (Member)
  • Professional Institute of Tax Study, Inc. (Member)
  • Columbia College of Nursing (Trustee)

Professional Recognition

  • Recognized as Best Lawyers® 2016 Milwaukee Tax Law "Lawyer of the Year"
  • Fellow of the Wisconsin Law Foundation Class of 2013
  • Listed in The Best Lawyers in America® (2003–present: Litigation & Controversy – Tax / Tax Law), Wisconsin's Top Rated Lawyers (Taxation), Wisconsin's Best Lawyers (Tax Law), and Martindale-Hubbell AV® Preeminent™ Peer Review Rated
  • Fellow, American Bar Foundation