Nathan is a business and tax attorney representing clients in a broad range of general business and tax matters, with a focus on tax controversy and planning. He works with both for-profit and nonprofit organizations, guiding them through the tax implications of their business strategies and helping them achieve their goals in the most tax-efficient manner.
Nathan concentrates his practice on state and local tax planning and controversy, including Ohio and multistate sales and use tax, income and commercial activity taxes, and personal income tax. He has helped businesses claim significant refunds of erroneously paid state and local taxes, reduce tax assessments, and restructure business operations to take advantage of available exemptions and tax credits. Nathan has experience representing clients in all stages of tax controversy, from initial audit through proceedings before the Ohio Board of Tax Appeals and the Ohio Supreme Court.
Nathan represents nonprofit and exempt organizations in a variety of governance and tax matters. He assists clients with entity formation, applying for tax-exempt status, advising on difficult challenges related to exempt activities, and disputes with the Internal Revenue Service. He also provides counsel on managing and creating endowments, advising on spending and investment strategies, and negotiating agreements that align with an organization’s financial and operational goals.
Clients rely on Nathan to simplify complex tax concepts and provide strategic guidance to help them achieve their objectives. Known for delivering dependable service, he takes pride in developing a deep understanding of each client’s business operations to offer tailored solutions and build lasting relationships.
