Speaking Engagements
Georgetown Law 2025 Advanced eDiscovery Institute
November 21, 2025 | 8:30 AM – 9:30 AM ET
Leading the energy evolution.
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From compliance to the courtroom, we have you covered.
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Helping you focus on what matters – improving human health.
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Trusted advisors to leading insurers for 100+ years.
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Unlocking value in the middle market and beyond.
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Full-service legal advice from coast to coast.
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Applying radical applications of common sense
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Our standard-setting client experience program.
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Delivering life-changing help to those most in need.
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Our firm’s greatest asset is our people.
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Market-leading eDiscovery and data management services.
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The Pepper Center for Public Services
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Strategies helps businesses and individuals solve the complexities of dealing with the government at every level. Our team of specialists concentrate exclusively on government affairs, representing clients nationwide who need assistance with public policy, advocacy, and government relations strategies.
This unique program provides innovative and affordable opportunities to startups and early-stage emerging companies with a solid technology or scientific foundation. We help companies that have a quality management team in place and do not have other significant legal representation.
eMerge’s lawyers and technologists work together to deliver strategic end-to-end eDiscovery and data management solutions for litigation, investigations, due diligence, and compliance matters. We help clients discover the information necessary to resolve disputes, respond to investigations, conduct due diligence, and comply with legal requirements.
Stay ahead of the curve and in touch with our latest thinking on the issues that are top of mind across our practices and industry sectors.
Change happens fast in today’s turbulent world. Stay on top of the latest with our industry-specific channels.
Take a closer look at how we partner with clients to help them realize their goals.
Articles + Publications July 13, 2022
Our Tax Practice is different from that of most major law firms – we go beyond just answering tax questions by providing independent, practical advice, tailored to each client’s local and global business objectives.
We hope you find benefit from this issue of our Tax Update, addressing federal and international tax issues.
By: Randy Varner
State personal income tax issues related to residency and domicile, because of their fact-dependent nature, are often the subject of controversy and litigation. Taxpayers have a fresh win in this area to celebrate. The New York Supreme Court, Appellate Division, Third Department, in In the Matter of Obus et al. v. New York State Tax Appeals Tribunal, N.Y. Sup. Ct. App. Div. Third Dept. Dkt. No. 533320 (June 30, 2022), reversed a Tax Appeals Tribunal decision, holding that a rarely used vacation home in New York was not a “permanent place of abode” for purposes of the New York state personal income tax.
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By: Steven Bortnick and Morgan Klinzing
Sovereign Wealth Funds (SWFs) are an important source of capital for private equity funds. SWFs generally enjoy favorable tax treatment in the U.S., but this treatment is subject to specific limitations; SWFs typically require separate LPA provisions or side-letter protection to ensure that their favorable tax treatment is not thwarted by the activities of the funds in which they invest.
We are very pleased to announce the addition of Partner, Thomas Gray to the Troutman Pepper Tax Team.
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Thomas Gray |
Tom Gray, a leading tax attorney in transactional and investment tax, recently joined Troutman Pepper’s national tax practice as a partner in the firm’s New York office. Most recently, Tom served as a partner at Faegre Drinker.
“With his extensive transactional tax and investment funds experience, Tom will be an outstanding addition to our Tax and Benefits practice groups and add significant value to our clients” said Partner Joan Arnold, who leads the practice.
Tom is a skilled tax attorney with a deep knowledge of complex tax laws and considerations at stake when clients undertake transactions or investments. His practice focuses on all corporate and partnership transactions, including mergers and acquisitions, reorganizations, restructuring, spinoffs, and equity and debt financings.
With a unique viewpoint as both a certified public accountant and lawyer, the firm’s clients will benefit greatly from Tom’s familiarity on tax issues from every perspective. He will support both domestic and offshore clients on cross-border tax matters.
Todd Reinstein presented on “A Practical Look at Section 382” for the TEI Westchester – Fairfield Chapter on June 21, 2022.
Anne Loomis presented at the Association of Corporate Counsel Energy Network on June 15, 2022.
Todd Reinstein presented on “Ethical Issues for In-House Tax Professionals” and Randy Varner presented on “State Tax Controversy – Update on Key Developments and Trends” at TEI’s Hybrid 72ndMidyear Conference on June 9, 2022.
Anne Loomis, Todd Reinstein, Randy Varner, and Brittany Johnson presented on “Life Cycle of a Deal: From Napkin to Financial Statements” for the TEI Richmond Chapter on May 18, 2022.
Morgan Klinzing presented on “Partnership Merger Considerations” as a panelist at the American Bar Association Tax Section on May 13, 2022.
Todd Reinstein presented on “Taxation of Troubled Companies” as a panelist at the D.C. Bar Taxation Community’s 2022 Tax Legislative and Regulatory Update Conference on May 4, 2022.
Randy Varner spoke on “State Tax Considerations for Investment Funds and Managers: The Growing Impact of Economic Nexus and Market-Based Sourcing Rules” for FEA on May 3, 2022.
Steven Bortnick and Morgan Klinzing presented on “Sovereign Wealth Funds: Important Investors with Important Issues” for FEA on March 17, 2022.
Todd Reinstein was quoted in Law360‘s article, “Keeping NOL Safe Harbor Could Aid Troubled Startups” on June 9, 2022.
Anne Loomis authored “IRS Creates Fast-Track Pilot Program for Corporate Private Letter Rulings” on February 17, 2022.
Todd Reinstein authored “IRS Issues New Section 382 PLR on Applying Actual Knowledge Exception” on February 17, 2022.
Randy Varner wrote “Trends to Watch in State and Local Tax” on February 17, 2022.
Speaking Engagements
Georgetown Law 2025 Advanced eDiscovery Institute
November 21, 2025 | 8:30 AM – 9:30 AM ET
Firm Events
2025 Mid-Atlantic Health Care IT Forum
November 19, 2025 | 3:30 PM – 7:00 PM ET
Troutman Pepper Locke Philadelphia Office – Philadelphia Conference Center
31st Floor, 3000 Two Logan Square, Philadelphia, PA 19103, Eighteenth and Arch Streets
Sponsored Events
2025 ACG Deal Crawl
November 19 – 20, 2025
JW Marriott Charlotte
600 S College Street, Charlotte, NC 28202
Speaking Engagements
Restructuring in the Age of Artificial Intelligence
November 17, 2025 | 1:30 PM – 2:30 PM ET
Offices of CohnReznick
New York, NY
Leading the energy evolution.
Learn more
From compliance to the courtroom, we have you covered.
Learn more
Helping you focus on what matters – improving human health.
Learn more
Trusted advisors to leading insurers for 100+ years.
Learn more
Unlocking value in the middle market and beyond.
Learn more
Full-service legal advice from coast to coast.
Learn more
Applying radical applications of common sense
Explore More
Our standard-setting client experience program.
Explore more
Delivering life-changing help to those most in need.
Explore More
Our firm’s greatest asset is our people.
Explore More
Market-leading eDiscovery and data management services.
Explore more
The Pepper Center for Public Services
Explore more
Strategies helps businesses and individuals solve the complexities of dealing with the government at every level. Our team of specialists concentrate exclusively on government affairs, representing clients nationwide who need assistance with public policy, advocacy, and government relations strategies.
This unique program provides innovative and affordable opportunities to startups and early-stage emerging companies with a solid technology or scientific foundation. We help companies that have a quality management team in place and do not have other significant legal representation.
eMerge’s lawyers and technologists work together to deliver strategic end-to-end eDiscovery and data management solutions for litigation, investigations, due diligence, and compliance matters. We help clients discover the information necessary to resolve disputes, respond to investigations, conduct due diligence, and comply with legal requirements.
Stay ahead of the curve and in touch with our latest thinking on the issues that are top of mind across our practices and industry sectors.
Change happens fast in today’s turbulent world. Stay on top of the latest with our industry-specific channels.
Take a closer look at how we partner with clients to help them realize their goals.
