Bill Mahaffey's practice focus is in the taxation, finance, corporate, and transactional areas. He has provided counsel on a wide range of tax-sensitive matters.
Representative Experience
Any result the lawyer or law firm may have achieved on behalf of clients in other matters does not necessarily indicate similar results can be obtained for other clients.
- Nonprofit organizations, including initial exemption determinations, joint ventures with for-profit organizations, unrelated business income, and various operations and employee benefit matters. Bill has developed particular emphasis in tax-exempt financing for exempt organizations, charter school financing, and the financing of low- and moderate-income housing programs offered by tax-exempt organizations.
- Mergers, acquisitions (taxable and tax-deferred), and reorganizations.
- Banking regulatory and finance issues, including financial accounting aspects associated with financial institution regulatory capitalization requirements.
- Corporate taxation, partnerships, and limited liability companies, including formation and operational issues.
- Compensation and fringe benefit matters, including qualified and nonqualified options, self-funded welfare benefit plans, and related matters
- ERISA-related matters, including leveraged and non-leveraged ESOPs, qualified plans, and advice to plan sponsors concerning fiduciary and plan administration issues.
- Estate and gift taxation planning.
- Assists in litigation in the Federal Tax Court and employee benefits litigation brought or maintained by plan participants or beneficiaries.
Professional & Civic Engagement
- American Housing Program Subcommittee, Member
- American Bar Association, Member
- Colorado Bar Association, Member
Honors & Awards
- The Best Lawyers in America, Tax Law, 2016-2025
- Chambers USA, Corporate/M&A, 2016
Thought Leadership
- Speaker, "Colorado Legal Update - Fall 2020: Corporate & Business"
- Speaker, "Congress Passes CARES Act - What You Need To Know Webinar," March 30, 2020
- Quoted, "Beyond Wayfair: Implications For State and Foreign Taxes," Tax Notes, October 22, 2018
Bill regularly presents at a variety of professional speaking engagements. In the last year, he has made seminar presentations to lawyers and professionals on the following matters:
- Partnerships, limited liability companies, and limited liability partnerships
- Charitable organization taxation-unrelated business income taxation
- Charitable organization taxation-employee fringe benefit planning (including qualified plans, 403(b) plans, and 457 plans)
- Federal income tax aspects of divorce
- State sales and use tax, including taxation of interstate transactions
