一位身着西装、系着红领带的男士在明亮的现代律师事务所里对着镜头微笑,与芝加哥经验丰富的律师们共同提供诉讼支持。

罗伯特-伯恩斯坦

合作伙伴

罗伯特-伯恩斯坦

合作伙伴

罗伯特·S·伯恩斯坦是富乐律师事务所的合伙人,隶属于该所商业法律部门的税务业务组。 罗伯特专注于公司税务、房地产投资信托、合伙企业税务、房地产税务、国际税务、公司法、员工福利、信托与遗产规划以及税务争议解决等领域。他担任《公司税务杂志》特约编辑顾问委员会成员,并执笔该刊 "工具、技术与交易"专栏。罗伯特在各类税务出版物中发表多篇论述公司金融交易及金融产品税务问题的文章。

奖项与表彰

Robert has been peer review rated as AV Preeminent®, the highest performance rating in the Martindale-Hubbell® Peer Review Ratings™ system.

Robert has been selected by his peers for inclusion in The Best Lawyers in America© in the field of Tax Law (2009-2024).

In 2005, he was recognized as one of Florida’s Legal Elite™ by Florida Trend magazine and in 2006 and 2009-2013 he was selected for inclusion in the Florida Super Lawyers® lists.

演讲和出版物

Robert is the author or co-author of the following published articles:

  • “Lennar – Morgan Stanley Venture Allows Lennar to Recognize Large Loss,” 35(3) Corporate Taxation 22, May/June 2008
  • “News Corporation to Use National Starch Technique to Acquire Dow Jones,” 35(1) Corporate Taxation 30, January/February 2008
  • “McDonald’s Two-Step Premium Split-Up,” 34(1) Corporate Taxation 28, January/February 2007
  • “Recent Developments in Structured Notes,” 33(6) Corporate Taxation 28, November/December 2006
  • “Oil, Currency, and Silver Commodities Come to the Securities Market,” 33(4) Corporate Taxation 40, July/August 2006
  • “Wall Street Rule Broken; IRS Challenges Commodity Mutual Funds,” 33(2) Corporate Taxation36, March/April 2006
  • “Intentionally Taxable Stock Acquisitions,” 32(6) Corporate Taxation 36, November/December 2005
  • “At Last at the Market; Proposed Section 475 Valuation Regulations,” 32(5) Corporate Taxation 13, September/October 2005
  • “Use of Foreign Publicly Traded Partnerships and the Lazard IPO,” 32(4) Corporate Taxation 45, July/August 2005
  • “The MCI-Verizon and AT&T-SBC Transactions,” 32(3) Corporate Taxation 50, May/June 2005
  • “Sprint-Nextel’s Post-Reorganization Spin-Off,” 32 Corporate Taxation 28, March/April 2005
  • “Henkel’s Cash-Rich Split-Off From Clorox,” 32 Corporate Taxation 33, January/February 2005
  • “Annuity Alternatives,” Registered Rep. Magazine, January 2005
  • “Monetizing Installment Sale Transactions,” 31 Corporate Taxation 29, November/December 2004
  • “Keyspan Corp.’s Cash-Rich Split Off,” 31(5) Corporate Taxation 38, September/October 2004
  • “Ashland – Marathon’s Leveraged Morris Trust Transaction,” 31(4) Corporate Taxation 32, July/August 2004
  • “Select Current Tax Issues in Public Company Transactions,” 31(3) Corporate Taxation 32, May/June 2004
  • “A Comparison of Tax Efficiencies of ETFS, Vipers, and Open and Closed End Funds,” 31(2), Corporate Taxation 34, March/April 2004
  • “Canadian Cross-Border Income Trusts,” 31(1), Corporate Taxation 28, January/February 2004
  • “Janus Capital Group’s Cash Rich Split-off,” 30(6), Corporate Taxation 39, November/December 2003
  • “Catellus Development Corp.’s Conversion to a REIT,” 30(5), Corporate Taxation 47, September/October 2003
  • “Distribution of Contingent Litigation Claims to Facilitate Mergers and Acquisitions,” 30(4), Corporate Taxation 37, July/August 2003
  • “Are VPFCS, Collars, and DECS Still Viable Hedging and Monetization Strategies?,” 30(2) Corporate Taxation 39, March/April 2003
  • “Moore Corporation Ltd.’s Two-Step, Cross-Border Acquisition of Wallace Computer Services, Inc.,” 30(3) Corporate Taxation 32, May/June 2003
  • “Can Securities Ever Be Part of a Hedging Transaction under the Final Hedging Regulations?” 29(4) Corporate Taxation 36, July/August 2002
  • “The Pfizer/Pharmacia and Procter & Gamble/Smucker Morris Trust Spin-off Transactions,” 29(6) Corporate Taxation 30, November/December 2002
  • “Are Expenses Incurred in Obtaining LBO Loans Deductible?” 20 J. Corporate Taxation 295, Autumn 1993
  • “New Proposed Regulations Limit the Deemed Exercise Rule of Options Under Section 382,” 20 J. Corporate Taxation 203, Summer 1993
  • “Tax Treatment of Preferred Purchase Units,” 20 J. Corporate Taxation 388, Winter 1994
  • “UPREITS: A Structure For All Seasons,” 21 J. Corporate Taxation 68, Spring 1994
  • “MIPS and EPICS: New Equity Flavored Debt Instruments,” 21 J. Corporate Taxation 283, Autumn 1994
  • “Downstream Reorganizations of Holding Corporations Owning Minority Stock Interests,” 22 J. Corporate Taxation 66, Spring 1995
  • “Gifting Stock Options,” 23 J. Corporate Taxation 173, Summer 1996
  • “Clouds Gathering Over Corporate Equity Split-Dollar Insurance Plans,” 23 J. Corporate Taxation 263, Autumn 1996
  • “Creative Uses of Section 355; The Hughes Aircraft-Raytheon Transactions,” 24 J. Corporate Taxation 301, Autumn 1997
  • “Partnership Retirements and Distributions,” 51 N.Y.U. Inst. Federal Taxation 8, 1993

Admissions and Professional Memberships

A member of The Florida Bar and the New York State Bar, Robert is admitted to practice before the United States Court of Appeals for the Eleventh Circuit, the United States Tax Court, the United States District Court for the Southern and Eastern Districts of New York, and the United States District Court for the Middle District of Florida.

Robert is a Florida Bar Board Certified Tax Lawyer. He was a member of the Florida Bar’s Tax Law Certification Committee from July 1, 2005 through June 30, 2011, served as its vice chair from July 1, 2007 – June 30, 2008 and served as its chair from July 1, 2008 – June 30, 2009.

2024 年 2 月 7 日 交易与胜利

富理达代表天职国际就其由 Hellman & Friedman 主导的战略投资提供法律咨询

Foley & Lardner LLP 代表领先的咨询会计师事务所天职国际会计师事务所处理私募股权公司 Hellman & Friedman 和 Valeas Capital Partners 对其进行的战略投资。
2023 年 8 月 17 日 荣誉与奖励

富理达律师入选 2024 年美国最佳律师排行榜

Foley & Lardner LLP 今天自豪地宣布,公司在美国 20 个办事处的 236 名律师入选 2024 年版《美国最佳律师》(The Best Lawyers in America©)。
2022 年 8 月 18 日 新闻发布

富理达律师入选 2023 年美国最佳律师排行榜

Foley & Lardner LLP 自豪地宣布,我们 20 个办事处的 250 名律师获得了 2023 年版《美国最佳律师》的认可。
2021 年 8 月 19 日 新闻发布

富理达律师入选 2022 年《美国最佳律师》杂志

富理达律师事务所(Foley & Lardner LLP)今天宣布,该所18个美国办事处的236名律师入选2022年版《美国最佳律师》(The Best Lawyers in America©),13个办事处的46名律师入选最佳律师:Ones to Watch "榜单。此外,公司有 14 名律师获得了 "年度律师 "的特别称号,在每个业务领域和大都会地区只有一名律师获得这一荣誉。
2020 年 8 月 20 日 新闻发布

富理达律师荣登《2021 年美国最佳律师》榜单

富理达律师事务所(Foley & Lardner LLP)今天宣布,该所20名律师在各自的执业领域获得了2021年最佳律师 "年度律师 "称号。此外,本所 18 个办事处的 243 名律师入选《2021 年美国最佳律师》。事务所 14 个办事处的另外 51 名律师入选新类别 "最佳律师":该奖项旨在表彰在私人执业中表现出色的律师和其他处于职业生涯早期的律师。
July 2, 2020 Press Releases

Foley Represents Innovative Industrial Properties in $258.7 Million Common Stock Offering

Foley & Lardner advised Innovative Industrial Properties, Inc., a pioneering real estate investment trust focused on the regulated medical-use cannabis industry, in a public offering of its common stock raising gross offering proceeds of approximately $258.7 million.