Matthew J. Meltzer

Associate

About

Matthew J. Meltzer advises middle and upper-middle market and Fortune 500 companies, private investment funds, and real estate professionals on the federal and state tax aspects of every aspect of their businesses. Specifically, Matt assists both buyers and sellers in corporate acquisitions and mergers as well as joint ventures, lenders, buyers and intermediaries in like-kind exchanges of real estate, and businesses of all sizes in federal and state tax reporting and general day-to-day tax planning. He has also served as special tax counsel in private securities offerings, including offerings of interests in Delaware statutory trusts intended to facilitate tax-deferred exchanges of real property.

In addition to his transactional work, Matt advises on the income tax treatment of structured litigation settlements and attorney fee arrangements, financial products and employee compensation. He has assisted non-profit organizations in obtaining tax-exempt status, and previously advised the board of directors of a leading donor advised fund on the tax issues associated with gifts of interests in closely held businesses and other forms of complex illiquid assets.

Matt’s work in the state and local tax field includes assisting a variety of businesses, particularly remote sellers, in navigating the new legal landscape of sales and use tax collection obligations and obtaining voluntary disclosure arrangements. He has also worked with real estate developers in structuring transactions in states and localities with intricate realty transfer tax schemes. Matt also regularly litigates state and local tax matters before administrative agencies and state appellate courts.

Prior to entering law practice, Matt worked as a financial advisor, assisting private clients with a variety of issues related to personal income and business entity tax planning, federal and state taxation audits, and income tax preparation. Matt completed a federal judicial clerkship with Chief Judge Gary L. Lancaster in the U.S. District Court for the Western District of Pennsylvania after graduating from law school.

Credentials

Bar Admissions

  • Pennsylvania

Education

  • Vanderbilt University Law School, J.D., Law & Business Certificate
  • Swarthmore College, B.A.

Court Admissions

  • U.S. District Court, Eastern District of Pennsylvania
  • U.S. District Court, Western District of Pennsylvania

Organizations

  • Insurance Industry Charitable Foundation, Associate Board Member (Philadelphia Chapter)