Denise Hoffman White

Denise has a Masters in Taxation from New York University School of Law, and represents both individual and organizational clients in all aspects of tax planning and controversy resolution. Denise's practice is primarily focused upon tax exempt organizations, estate and business succession planning (including federal estate and gift tax planning), trust and estate litigation and business planning that ranges the spectrum from formation to disposition and all related tax consequences.

Custom estate and business succession planning is a cornerstone of Denise’s practice. Denise works closely with a variety of clients, including entrepreneurs, corporate executives, professional athletes, investment bankers, real estate developers, family offices and philanthropists to help them identify their objectives and provide creative and pragmatic solutions designed to meet their specific goals. Denise's recent representations frequently include the following types of issues:

• Advises independent executors and trustees as they navigate sensitive family, financial and tax issues relating to the administration of estates and trusts - this oftentimes involves litigation and alternative dispute resolution;
• Represents family members and professionals at multi-generational family offices on estate planning, trust administration and tax reporting issues; and
• Assists individuals with their complex multi-national tax issues relating to trusts where the settlor and beneficiaries reside in multiple countries.

Nonprofit and tax exempt organizations rely upon Denise’s experience as they work to resolve critical tax and business issues. She advises nonprofit organizations from the time of initial formation through an ultimate dissolution and can navigate the IRS initial application process, ongoing federal and state tax compliance, corporate governance and regulatory compliance matters. Representative client matters include: affiliated business enterprise/joint venture structures between tax exempt and taxable entities; advice related to political and lobbying activities; audit and tax controversy resolution; Form 990 preparation; and Unrelated Business Income Tax (UBIT) Analysis. Our nonprofit clients are both public charities and private foundations, national and international charities, schools and educational – including colleges and universities, cultural institutions, social service agencies, research organizations, trade and professional associations, social clubs, religious organizations and advocacy groups.

Our firm is focused on building long-term client relationships and we enjoy serving as strategic business advisors to our entrepreneurial clients. Denise works with both new and established companies on sale and acquisition opportunities, corporate restructuring and a range of tax concerns.  The business advisory services are offered to corporations, partnerships and LLCs and cover both operational and legal compliance issues.  Because of the firm’s broad capabilities, Denise will team with her partners in the powerful Litigation, Employment and Real Estate groups to represent her clients in civil courts, arbitral bodies, or before regulatory agencies. Because of the firm’s broad base of resources Denise is able to assist her clients in this comprehensive and collaborative manner.