Ryan M. Whitaker focuses his practice in the areas of tax controversy, tax planning, corporate law and estate planning. He is licensed to practice in Ohio, and before the United States Tax Court.
In his tax controversy practice, Ryan regularly represents clients before the Internal Revenue Service, the United States Tax Court, and various state and local taxing authorities. He also assists his clients with tax liens, tax levies, offer-in-compromises, payroll tax issues, audits, penalty abatements and obtaining relief for foreign nationals and expatriates under the Offshore Voluntary Disclosure Program (OVDP) and the Streamlined Filing Compliance Procedures (SFCP).
In his tax planning practice, Ryan advises clients on how to structure their businesses and transactions in a tax-efficient manner. He regularly structures tax-free corporate reorganizations and divestitures, development projects under the Qualified Opportunity Zone program, and complex tax-deferred real estate exchanges under Section 1031 of the Internal Revenue Code. Ryan serves as President of ExcelExchanges LLC, a 1031 exchange Qualified Intermediary, and wholly owned subsidiary of DBL Law.
In his corporate law practice, Ryan acts as outside legal counsel to business owners, directors and officers on issues involving business formation, mergers, acquisitions, real estate acquisitions and leasing, contract negotiation and shareholder agreements.
In his estate planning practice, Ryan advises clients on the use of wills and trusts to accomplish succession planning and charitable gifting goals.