Mitchell W. Goldberg
As a Board Certified Specialist in Tax Law by The Florida Bar, Mitchell concentrates his practice in the areas of federal income, partnership, corporate, international and transfer taxation and related business transactional matters. He counsels businesses and individuals on choice of entity for both new business ventures and for restructuring ongoing businesses in order to achieve desired economic and tax results. Mitchell's business transaction practice focuses on the structuring, analysis and drafting of sophisticated business transactions including asset purchase and sale agreements, stock purchase agreements, mergers, joint ventures, limited liability company operating agreements, partnership agreements and other contractual arrangements to provide tax efficient structures that maximize value.
Mitchell's international tax practice includes counseling foreign persons investing in the United States (in-bound transactions) on different methods to minimize exposure to U.S. taxes, pre-immigration tax planning for nonresident aliens desiring to become U.S. tax resident or U.S. citizens, and counseling U.S. persons wishing to invest outside the United States (out-bound transactions) on the most effective structures to defer U.S. tax, minimize exposure to taxation in multiple jurisdictions, and other desired tax and economic results.
Also, Mitchell represents taxpayers before the Internal Revenue Service in connection with audits, IRS Appeals, installment agreements, offers in compromise, penalty abatements, offshore voluntary disclosures, and other administrative matters.
Represented BBX Capital [a public company trading on the NYSE] in the three stage acquisition of the Altman Companies, a real estate development platform primarily operating in South Florida, which includes a construction company which has historically acted as the general contractor for the platform, and separate development company and management companies. The first stage of the purchase required the creation of a joint venture between BBX [the Buyer] and the owner of the Altman Companies [the platform] which was followed by the purchase by BBX [the Buyer] of a 50% interest in the Altman Companies [the platform companies] for $22.7 million, and then a contribution of all of the interests of each of BBX [the Buyer] and the owner of the platform companies to the joint venture. Subject to certain conditions the Buyer] BBX will purchase an additional 40% of the Altman Companies [the platform companies] through the joint venture on the 4th anniversary of the original acquisition, for an additional $9.4 million.
Represented a 100+-store franchisee of a national quick-service restaurant chain in an investment bank-led sales process that generated aggregate sale proceeds of more than $200 million. The sales process encompassed multiple transactions with four unaffiliated sophisticated buyers, seven affiliated selling entities, a national franchisor with the power to block or influence the transaction, and assets located in multiple states, leading to a complex transaction negotiation and structure. Advised the client in connection with the marketing process, definitive agreements, and concurrent closings.
Awards & Honors
- Chambers & Partners USA: America’s Leading Business Lawyers
- South Florida Business & Wealth Up and Comer award finalist
- Florida Super Lawyers, Rising Star, 2017-2020
Community Activities / Associations
- Member, The Florida Bar
- Tax Section of The Florida Bar
- New Tax Lawyers Committee Co-Director, 2015-2016
- Jewish Federation of South Palm Beach County
- Business and Professional Cabinet
- Professional Advisory Committee
- Emerging Philanthropist Institute, Class of 2019
- Greater Boca Raton Chamber of Commerce
- Leadership Boca, Class of 2017
- South Palm Beach County Bar Association
- Young Lawyers Section President, 2014-2015
- Taxation Committee Co-Chair, 2013-2014
In the News
South Florida Business Journal Quotes Mitchell Goldberg in, "$15 FOR FLORIDA How businesses can prepare for the coming minimum wage increases"
February 12, 2021
American Banker Quotes Mitchell Goldberg in, "Small Bank’s Asset Sale is Opportunity Zone’s Gain"
February 5, 2021
Twenty-Seven Berger Singerman Attorneys Recognized in 2020 Edition of Florida Super Lawyers
June 8, 2020
The Real Deal quotes Mitchell Goldberg in "How Miami-based players are making the most of Opportunity Zones"
December 30, 2019
The Real Deal Quotes Mitchell Goldberg "How Miami-based players are making the most of Opportunity Zones"
December 29, 2019
Twenty-Eight Berger Singerman Attorneys Recognized in 2019 Edition of Florida Super Lawyers
May 29, 2019
Thirty-One Berger Singerman Attorneys Recognized in 2018 Edition of Florida Super Lawyers
June 17, 2018
Chicago Tribune quotes Mitchell Goldberg in, "Tax season confusion: What you need to know before you file this year"
January 25, 2018
Berger Singerman Elevates Gina Clausen Lozier, Mitchell W. Goldberg and Iryna Ivashchuk to Partner
January 1, 2018
Charlotte Business Journal, Second hotel site at Crescent Stonewall Station acquired; 181-room hotel planned
August 30, 2017
Thirty-Two Berger Singerman Attorneys Recognized in the 2017 Super Lawyers Florida Edition
June 8, 2017
Berger Singerman Guides Cargo Airline From Bankruptcy to Sale
April 19, 2016
Client Alert - COVID-19: Key Tax Components of Consolidated Appropriations Act, 2021
December 29, 2020
Daily Business Review, "Before Taking a PPP Loan, First Consider the Employee Retention Credit"
April 16, 2020
Client Alert - COVID-19: CARES Act: Important Tax Code Changes
March 29, 2020
South Florida Business & Wealth, "How to Get Employer Tax Credits for Paid Sick Leave, Family Leave"
March 26, 2020
Daily Business Review, "Tax Extenders: Limited Benefits and Limited Certainty for Limited Taxpayers"
January 6, 2020
Law360, "Sometimes GILTI Is A Pleasure"
January 30, 2019
South Florida Legal Guide - 2017 Edition, "The Tax Yin to the Immigration Yang"
January 4, 2017
Daily Business Review, "With Panama Papers Going Public, US Tax Penalties Come Into Play"
May 25, 2016
The Florida Bar, "IRS Thinks Certain Profits Interests Are Too Good To Be True"
December 31, 2015
Events & Speaking Engagements
Mitchell Goldberg & Daniel Hudson, Speakers, "Practical Tax Strategies for Real Estate Deal Structuring and Implementation", Tax Section of The Florida Bar
April 30, 2021
Mitch Goldberg & Bryan Appel, Panelists, "Year-End Tax Planning After the 2020 Election," hosted by Berger Singerman and Marcum LLP
November 11, 2020
Mitch Goldberg, Speaker, "Is Your Stretch - IRA Secured?, Tax Planning & Controversy Committee Webinar, South Palm Beach County Bar Associate
November 10, 2020
Webinar: Returning to a New Normal: Tax Implications of the CARES Act
April 29, 2020
Webinar: Returning to a New Normal: PPP & Stimulus Funding Next Steps
April 23, 2020
Webinar: Emerging Issues Facing Businesses Amidst COVID-19
April 6, 2020
Mitch Goldberg and Bryan Appel, Panelists, "Year-End Tax Seminar," hosted by Berger Singerman and Marcum LLP
November 5, 2019
Mitch Goldberg, Panelist, "Opportunity Zones – Worth the Hype?," for the IAA Leadership Conference
September 25, 2019
Mitch Goldberg and David Black, “The State of M&A and Pre-Liquidity Tax Planning,” for the Dallas regional meeting of the Investment Adviser Association
March 25, 2019
Mitch Goldberg and David Black, “The State of M&A and Pre-Liquidity Tax Planning”, for the New York regional meeting of the Investment Adviser Association
November 27, 2018
Mitch Goldberg, Mark Wisniewski, and Bryan Appel, Panelists, "Year-End Tax Seminar," hosted by Berger Singerman and Marcum LLP
November 14, 2018
Mitchell Goldberg, Speaker, "The New Qualified Business Income Deduction," for the Signature Real Estate Companies Annual Meeting
June 12, 2018
Mitchell Goldberg, Speaker, Tax Cuts and Jobs Act CLE
March 20, 2018
Mitchell Goldberg, Speaker, "Tax Topics for U.S. Persons," Greater Miami Tax Institute
March 13, 2018
Mitch Goldberg, Speaker, "Tax Issues for Non-Residents Buying U.S. Real Estate", Signature Real Estate Companies Annual Meeting
June 13, 2017
Mitchell W. Goldberg, Speaker, Wynmoor's Greater Toronto Area Association (GTA) Panel Discussion and Seminar
March 6, 2017
Mitchell Goldberg, Speaker, "Economic Substance and Corporate Transactions," The Florida Bar CLE Committee
May 19, 2016
Doing Business in Florida Blog
Don’t Ignore Those IRS Notices!
January 20, 2020
Sometimes It’s Good to be GILTI
January 17, 2019
The New Deduction for Pass-Through Entities and Sole Proprietorships
January 21, 2018
Tax Court Giveth and Congress Taketh Away: Taxation of Sale of U.S. Partnership Interests by Foreign Persons and Impact on M&A Transactions
January 15, 2018
Death, Taxes, Insurance, Oh My!
December 12, 2016
Beware of the Tax Traps of Employer-Owned Life Insurance Contracts
September 6, 2016
Tax Court Reminder: Puerto Ricans Are Subject to U.S. Self-Employment Tax
August 7, 2016
IRS and Treasury Department Clarify COD Income Exclusions"
June 15, 2016
New Proposed Regulations Require Disclosure of Foreign Ownership
May 9, 2016
Panama Papers Going Public
April 28, 2016