Douglas W. Stein

Douglas Stein is a Partner in the Tax Practice of Smith, Gambrell & Russell, LLP.

Mr. Stein concentrates his practice on trust and estate planning and administration, representing owners of closely-held businesses, principals of private equity/venture capital/LBO funds, life settlement companies, executives and families of signifi cant wealth, and establishing and administering private foundations, public charities and other taxexempt entities. He has extensive experience in tax leveraged transactions, whether purchasing or exploiting tax credits such as solar, low income housing, new market tax credits, historic tax credits, or creating and administering captive insurance companies. He is also actively involved in implementing conservation tax easements for clients and for funds.

Mr. Stein has extensive experience in IRS controversy work and continues to represent his clients in both federal and state audits and the U.S. Tax Court.

Mr. Stein advises his multinational and international clients on both inbound and outbound transactions, business management issues, and sophisticated estate planning. His expertise is assisting clients in harmonizing their estate and income tax needs for themselves, their families, and their businesses. Mr. Stein’s diverse experience makes him uniquely qualifi ed to spot tricky issues and bring real value to his clients not only in the form of tax equity investors and tax savings but also in business advice.

Mr. Stein is well published in peer reviewed journals and lectures frequently on a variety of tax topics. He was selected as a Michigan Rising Star.

Mr Stein is vice-chair of the Business Investment Entities, Partnerships, LLCs and Corporations Committee of the American Bar Association, and frequently lectures at their conferences. He has commented on proposed regulations by the IRS and his comments were incorporated into the final regulations.

Mr. Stein received his B.A. in Economics from the University of Maryland and earned his J.D. from Benjamin N. Cardozo School of Law. He is a member of the Georgia, Massachusetts, Michigan and New York Bars and is admitted to the United States Tax Court. He is conversant in Hebrew.