For over the past five years, Jerry served as the Co-Chair of Fox Rothschild LLP’s International Taxation and Wealth Planning Group. He had served from 2005 to 2015 as the Co-Chair of Fox Rothschild’s Tax and Wealth Planning Department where he worked from the firm’s Philadelphia and West Palm Beach offices. He was also chair of the firm’s Tax Opinions Committee. From 2015 to 2019 Jerry was a partner in the nationally recognized tax law firms of Kostelanetz and Fink, New York, NY (2015-2018) and Chamberlain Hrdlicka, Philadelphia (2019) prior to rejoining Fox Rothschild. Prior to merging with Fox Rothschild in 2005, Jerry was the majority shareholder in the tax law firm of August, Kulunas, Dawson & Siegel, P.A., in West Palm Beach, Florida, which he started in 1988 after serving as co-chair of the Tax Department of the Miami based Am Law 100 firm of Steel Hector & Davis.

In starting August Tax Law, P.C., Jerry returns to the attorney and accountant referral based tax and tax litigation firm he founded with Richard Comiter, also from Steel Hector & Davis, and Joseph J. Kulunas, partner, Fox Rothschild LLP, in West Palm Beach, Florida.

Main Areas of Involvement in Taxation

  • Domestic and International Taxation for U.S. Persons and Non-U.S. Persons including cross-border transactions, transfer pricing and supply-chain issues, cross-border acquisitions and mergers and joint ventures, etc.
    • Tax Treaty Issues including permanent establishment and residence issues, limitation of benefits, dual residency and citizenship matters.
    • Partnership and Corporate Taxation; including formation, operation and distribution tax issues, entity conversions.
    • Mergers and Acquisitions; including reorganizations, recapitalizations, private equity acquisitions of private companies.
    • Federal Taxation of Income, Deductions and Credits, including tax accounting and compliance issues, including uncertain tax position reporting and reserves for contingent tax liabilities.
    • Taxation of Intangibles, including patents, copyrights, research and development expenditures, cryptocurrency, notional contracts.
      Real Estate Taxation, including sales or other dispositions, work-outs, refinancings, like-kind exchanges, foreign investment in U.S. real property interests.
  • Wealth Tax Planning for owners of closely-held businesses, investors in funds or private equity firms, hedge funds, and investment managers, income, gift and estate tax, both federal and state, and frequently works on international estate and inheritance taxes with the assistance of foreign counsel; tax consequences to dual residency, expatriation from the United States, state and city residency tax issues.
  • Tax Controversy and Litigation on income, gift, estate, excise or inheritance tax audits and appeals, U.S. Tax Court and refund suit litigation in federal district courts, the U.S. Court of Claims and federal appellate courts; U.S. Bankruptcy Courts; Global Wealth audits, tax controversies involving partnerships and partners; representation before the National Office of the Internal Revenue Service in seeking favorable ruling or late election relief.
  • Risk Management Consultation to Law and Accounting Firms. Advises law firms, accounting firms and other professional service firms on tax matters in regard to their representation or prior representation of clients.