Barbara T. Kaplan - Greenberg Traurig LLP

Barbara T. Kaplan

Listed in Best Lawyers since 2003
Phone: 212-801-9250

Barbara T. Kaplan, named one of the top 50 women lawyers in New York City by Super Lawyers magazine, focuses her tax litigation practice on domestic and foreign corporations, partnerships, and individuals in federal, state, and local tax examinations, controversies and litigation, including administrative and grand jury criminal tax investigations.  She is the co-chair of the global tax practice and chair of the New York tax department at Greenberg Traurig, LLP.

Brooklyn Law SchoolJ.D. 1975New York University School of LawLL.M 1979
American Association for JusticeAmerican and New York State Bar Associations

Case History

Areas of Concentration
  • Tax compliance counseling
  • Offshore account reporting
  • Sensitive audits
  • Promoter audits
  • Preparer penalties
  • Civil tax controversies
  • Complex tax litigation
  • Criminal tax investigations
  • Voluntary disclosures
  • Tax penalties
  • Tax procedure
  • Bank Secrecy Act compliance
  • Circular 230 violations
  • ERISA litigation
  • Regulatory investigations

Other Court Admissions
  • U.S. Court of Appeals for the Ninth Circuit
  • U.S. District Court for the Eastern District of New York
  • U.S. District Court for the Southern District of New York
  • Supreme Court of the United States
  • U.S. Court of Federal Claims
  • U.S. Tax Court
Significant Representations

  • Civil Tax and ERISA Litigation - Represented foreign corporations in litigation involving transfer pricing and other valuation issues; represented welfare benefit plan in ERISA litigation involving claim for benefits, tax consequences of participation in plan and related actions; represented estate of decedent in U.S. Tax Court in challenge of family limited partnership; represented limited partnerships with investments in motion pictures, commodity straddles, equipment leasing, oil and gas, real estate, nurseries, cattle raising and horse breeding in U.S. Tax Court; litigated and appealed a leveraged buy-out of a U.S. corporation with an international seminars business; litigated bad debts and other business expenses of a U.S. manufacturing business; settled Tax Court proceeding for construction company and its shareholder charged with tax fraud; refund litigation in Court of Federal Claims; interpleader action in Federal District Court to recover funds claimed by both IRS and the State.
Part 2
  • Administrative Tax Proceedings - Handled sensitive audits, offshore account reporting and audits, penalty waiver and abatement claims, unified partnership (TEFRA) proceedings, refund claims, facade easements, charitable contributions, transfer tax, tax shelters, REIT compliance, federal and state non-resident issues, unincorporated business tax, independent contractor/employee issues, transfer pricing, unreasonable compensation cases, penalty abatement, interest abatement, back-up withholding, accumulated earnings tax and sales and use tax cases.
  • Tax Collection Problems - Negotiated installment payment agreements, offers in compromise, collection freezes, interest and penalty abatements and cancellation of jeopardy assessments; removed tax liens and advised on transferee liability issues.
Part 3
  • Tax Fraud - Completed voluntary disclosures involving undisclosed offshore accounts, non-filers and tax fraud; represented corporations and individuals in federal and state administrative and grand jury criminal tax and related investigations; negotiated plea agreements; defended taxpayers in summons enforcement proceedings; represented and counseled taxpayers in cash reporting compliance checks, audits and government stings in the automotive, boating and motorcycle industries, among others; quashed subpoenas and IRS summonses.
  • Tax Professionals - Represented tax professionals before the IRS Office of Professional Responsibility in suspension and disqualification proceedings; advised tax professionals in connection with their duties as preparers and under the Internal Revenue Code and in advising their clients; counseled on compliance with Circular 230.

Client Comments

"Barbara Kaplan relates well with the client and the IRS. She is able to communicate well and be understood. She is very thorough. I would feel very comfortable referring her."

-Bruce Fisher
Friedman, LLP

"I have worked very closely with Barbara for the last five years. I have found her to be very experienced and smart in all matters. She is extremely responsive, has a wonderful attitude, and has a great way of explaining and analyzing a situation and making her clients feel at ease. I would highly recommend her to anyone seeking any type of legal tax advice."

-Richard Tannenbaum
Resnick Druckman Group LLC

Office Location

MetLife Building
200 Park Avenue
New York, NY 10166
United States

Practice Areas

Litigation and Controversy - Tax