Litigation and Controversy - Tax
Barbara T. Kaplan
Recognized in Best Lawyers since 2003 Awarded Practice Areas
Biography
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.
Overview
- Brooklyn Law School, J.D., graduated 1975
- New York, New York State Bar Association
- American and New York State Bar Associations - Member, Tax Sections
- American Association for Justice - Member
- New York, New York State Bar Association
- American and New York State Bar Associations - Member, Tax Sections
- American Association for Justice - Member
- Brooklyn Law School, J.D., graduated 1975
Client Testimonials
Awards & Focus
Named "Lawyer of the Year" by Best Lawyers® for:
- Litigation and Controversy - Tax, New York City (2020)
Recognized in The Best Lawyers in America® 2026 for work in:
- Litigation and Controversy - Tax
Additional Areas of Practice:
- Tax Law
Awards:
- AV® Preeminent™ 5.0 out of 5
- Fellow of the American College of Tax Counsel
- Super Lawyers "Top 100 Lawyers in New York," 2009-2010
- Super Lawyers "Top 50 Women Lawyers in New York," 2007-2013
- Super Lawyers magazine, New York Super Lawyers, 2006-2013
- Chambers USA Guide, 2010-2013
- The Legal 500 United States, 2011-2013
- Euromoney Legal Media Group’s Americas Women in Business Law Awards, "Best in Tax Dispute Resolution," 2013
News & Media
Case History
Cases
- 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.
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