Travis is a business tax lawyer with more than a decade of experience in large, international law firms (Jones Day and Mintz Levin). He has served as lead tax counsel on transactions up to $500 million and materially contributed to deal teams conducting multi-billion dollar transactions. He advises, directly or with co-counsel, on high-value business transactions for corporations, pass-through entities, non-U.S. entities, and individual executives and entrepreneurs.
For nonprofit institutions, Travis has niche experience with tax-exempt organizations, particularly in the education, health care, philanthropy, political, and trade association areas. He advises their compliance and business functions on alternative investment activities, unrelated business income tax, joint ventures, reporting and disclosure issues, executive compensation, and general operations.
He has a B.S.F.S. from Georgetown University (1995) and a J.D. From the University of Virginia School of Law (2000). After growing up in New Hampshire and living in Washington, D.C., England, Saipan, Cape Cod, and Ohio, Travis has settled in Andover, Massachusetts with his wife, Sara, and their five children.
Blais, Halpert, Lieberman & Greene LLC is a transactional tax boutique focused on tax-sensitive structuring and implementation of high-value business transactions, including mergers and acquisitions, private equity and venture capital investments, fund formations, and executive compensation arrangements. While much of our work concerns C corporations, we work equally regularly with partnerships, LLCs, S corporations, and other pass-through entities. We often advise on cross-border transactions, including inbound and outbound acquisitions and investments as well as immigration and expatriation issues. We can assist in planning transactions and drafting documents to ensure the fulfillment of the client’s economic objectives most beneficially under tax law.
A cornerstone of our practice is serving as U.S. tax co-counsel to corporate boutiques and small to moderately sized law firms without their own in-house tax staff. We provide assistance as well to immigration, litigation, and non-U.S. law firms. We regard co-counsel as our partners in delivering seamless, practical, efficient, and valuable service to clients. We work regularly with co-counsel located in Boston, New York, Washington, D.C., Columbus, Chicago, Denver, Los Angeles, Canada, the United Kingdom, and other locales where business transactions have a significant U.S. income tax dimension.
We offer a unique value proposition in providing sophisticated transactional tax advice to the middle market, which is underserved by many of the “specialty” law areas. We bring expertise, efficiency, an understanding of how tax advice integrates with non-tax legal and business objectives, and most of all, the ability to communicate tax law to non-tax lawyers and business clients.