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Steven R. Battenberg

Partner

Overview

Steve focuses his practice in the areas of taxation and general corporate matters with a specific emphasis on non-profit tax, partnership tax, and Section 1031 Tax Deferred Exchange transactions. He advises clients on federal, state, and local business and tax issues arising from a broad range of complex transactions involving:

  • Organization and assistance with business start-ups
  • Buying and selling businesses
  • Succession planning for businesses and real estate transactions (including tax-deferred 1031 exchanges and low-income housing tax credit deals)
  • Nonprofit compliance issues (assisting nonprofit clients with obtaining initial tax-exempt status, dealing with unrelated business income taxes and assisting in maintaining tax-exempt status).
  • Drafting initial partnership and operating agreements for Limited Liability Partnerships

Steve also has extensive experience representing nonprofit corporations of varying size, having worked closely with tax-exempt entities on organizational and tax compliance issues. He currently serves as general counsel to multiple trade associations and charitable organizations.

Experience

Representative engagements include:

  • Representing both buyers and sellers in sale of business transactions ranging in size from $100,000 to $100 million
  • Drafting applications and receiving tax-exempt status (501(c)(3) status) for numerous nonprofit corporations, including hospitals, schools, youth sports organizations, and supporting organizations
  • Representing developers and taxpayers in structuring tax-deferred exchanges under Section 1031, including build-to suit exchanges, reverse exchanges, and personal property exchanges
  • Drafting tax opinions on behalf of developers selling federal Low-Income Housing Tax Credits and federal Historic Preservation Tax Credits
  • Representing start-up businesses on choice-of-entity decisions and succession planning

Honors & Recognitions

  • The Best Lawyers in America®, Tax Law, 2009, 2017 and 2018

Professional Activities

  • Past Chair, Wisconsin State Bar Tax Section
  • Chair, Pantheon Industries
  • Member, Wisconsin State Bar
  • Member, Washington State Bar
  • Member, American Bar Association (Section of Taxation)

Education

Admissions

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