Robert H. Wellen
Litigation and Controversy - Tax
Litigation and Controversy - Tax
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Bob Wellen, a partner of the firm, has practiced tax law for nearly 35 years. His practice involves planning, structuring and negotiating business transactions and representing taxpayers seeking private letter rulings from IRS and tax policy determinations from IRS and the Treasury Department and in controversies with IRS. He also serves as an arbitrator and as an expert witness in commercial disputes involving tax issues. Bob grew up in Jersey City, New Jersey. He graduated from Yale College in 1968 and Yale Law School in 1971. As a law student, he assisted Professor Boris I. Bittker in editing a new edition of Federal Income Taxation of Corporations and Shareholders. Bob served on active duty in the U.S. Navy Judge Advocate General’s Corps. His work included representing Naval personnel at courts martial and administrative hearings, general legal assistance to Naval personnel and drafting legal opinions for the Judge Advocate General. As a highlight, he had the opportunity to work on briefing and arguing a case in the U.S. Supreme Court involving the Constitutional right to counsel in courts martial. While on active duty, he obtained an LL.M. (Taxation) from Georgetown University Law Center. When he completed his active duty in the Navy, Bob joined the Washington office of Fulbright & Jaworski LLP, where he began his tax law career. He later became a partner of that firm. While at Fulbright & Jaworski, he worked principally on corporate transactions, including the spin-off by The Coastal Corporation (later acquired by El Paso Corporation) of Valero Corporation, currently the largest oil refiner in the U.S., and the work-out of the Great Plains Coal Gasification project. Bob joined Ivins, Phillips & Barker as a partner in 1993. Since joining the firm, he has continued his corporate tax work. He has worked with clients such as H.J. Heinz, Northrop Grumman, VISA International, Union Pacific, Dominion Resources, General Electric, Fidelity Investments and S.C. Johnson. His work has included a wide variety of business transactions such as formations of new business corporations and joint ventures, mergers and acquisitions, restructurings of business organizations (domestic and foreign), bankruptcies and workouts, spin-offs, stock repurchases and liquidations. He has also represented clients in tax controversies with I.R.S. in audit, appeals and litigation. These controversies have involved complex corporate and consolidated return issues, including issues relating to stock redemptions, debt workouts and joint ventures. Due to his national reputation, Bob has been tapped as an expert witness on corporate tax in cases in litigation in state and Federal courts and in arbitration. He has also served as arbitrator in a number of disputes involving tax sharing agreements between parties to acquisitions and spin-offs. Bob’s articles on corporate tax subjects have been published in the Practising Law Institute volumes on corporate transactions, Tax Notes, Journal of Taxation, Taxes and other publications. He has also lectured at numerous institutes conducted by organizations such as the Tax Executives Institute, the American Bar Association Tax Section, the Federal Bar Association, the District of Columbia Bar Association, New York University, Penn State/Dickinson College of Law, American Law Institute/American Bar Association and the Practising Law Institute, among others. Bob is active in the American Bar Association Tax Section. As a member of the Section’s Government Submissions Committee, he reviews comments on proposed legislation, proposed regulations and rulings. He is also a Fellow of the American College of Tax Counsel and a member of the District of Columbia Bar Taxation Section and the Federal Bar Association Tax Committee. Bob has been recognized in numerous publications and surveys as one of the leading corporate tax lawyers in the U.S. As examples, he has been named by Legal Times as one of the 10 “Leading Lawyers” in Washington, D.C., tax practice, by Washington Post Magazine on its Best Lawyers List for Washington, D.C. and by Washingtonian Magazine in its Top Lawyers list. He is also rated in both Chambers USA and Chambers Global. He is also consulted on corporate tax subjects by the press, including Bloomberg’s, Dow Jones, Elsevier Business Intelligence, Tax Notes and BNA. Bob Wellen, a partner of the firm, has practiced tax law for nearly 35 years. His practice involves planning, structuring and negotiating business transactions and representing taxpayers seeking private letter rulings from IRS and tax policy determinations from IRS and the Treasury Department and in controversies with IRS. He also serves as an arbitrator and as an expert witness in commercial disputes involving tax issues. Bob grew up in Jersey City, New Jersey. He graduated from Yale College in 1968 and Yale Law School in 1971. As a law student, he assisted Professor Boris I. Bittker in editing a new edition of Federal Income Taxation of Corporations and Shareholders. Bob served on active duty in the U.S. Navy Judge Advocate General’s Corps. His work included representing Naval personnel at courts martial and administrative hearings, general legal assistance to Naval personnel and drafting legal opinions for the Judge Advocate General. As a highlight, he had the opportunity to work on briefing and arguing a case in the U.S. Supreme Court involving the Constitutional right to counsel in courts martial. While on active duty, he obtained an LL.M. (Taxation) from Georgetown University Law Center. When he completed his active duty in the Navy, Bob joined the Washington office of Fulbright & Jaworski LLP, where he began his tax law career. He later became a partner of that firm. While at Fulbright & Jaworski, he worked principally on corporate transactions, including the spin-off by The Coastal Corporation (later acquired by El Paso Corporation) of Valero Corporation, currently the largest oil refiner in the U.S., and the work-out of the Great Plains Coal Gasification project. Bob joined Ivins, Phillips & Barker as a partner in 1993. Since joining the firm, he has continued his corporate tax work. He has worked with clients such as H.J. Heinz, Northrop Grumman, VISA International, Union Pacific, Dominion Resources, General Electric, Fidelity Investments and S.C. Johnson. These controversies have involved complex corporate and consolidated return issues, including issues relating to stock redemptions, debt workouts and joint ventures. Due to his national reputation, Bob has been tapped as an expert witness on corporate tax in cases in litigation in state and Federal courts and in arbitration. He has also served as arbitrator in a number of disputes involving tax sharing agreements between parties to acquisitions and spin-offs. Bob’s articles on corporate tax subjects have been published in the Practising Law Institute volumes on corporate transactions, Tax Notes, Journal of Taxation, Taxes and other publications. He has also lectured at numerous institutes conducted by organizations such as the Tax Executives Institute, the American Bar Association Tax Section, the Federal Bar Association, the District of Columbia Bar Association, New York University, Penn State/Dickinson College of Law, American Law Institute/American Bar Association and the Practising Law Institute, among others. Bob is active in the American Bar Association Tax Section. As a member of the Section’s Government Submissions Committee, he reviews comments on proposed legislation, proposed regulations and rulings. He is also a Fellow of the American College of Tax Counsel and a member of the District of Columbia Bar Taxation Section and the Federal Bar Association Tax Committee. Bob has been recognized in numerous publications and surveys as one of the leading corporate tax lawyers in the U.S. As examples, he has been named by Legal Times as one of the 10 “Leading Lawyers” in Washington, D.C., tax practice, by Washington Post Magazine on its Best Lawyers List for Washington, D.C. and by Washingtonian Magazine in its Top Lawyers list. He is also rated in both Chambers USA and Chambers Global. He is also consulted on corporate tax subjects by the press, including Bloomberg’s, Dow Jones, Elsevier Business Intelligence, Tax Notes and BNA.
Recognized in Best Lawyers since 1997
Amy Stewart
I recently worked with Robert H. Wellen on a complex tax matter, and his deep expertise in litigation and controversy tax law was evident from our first meeting. With over 50 years of experience, including nearly 35 years in tax law, Mr. Wellen demonstrated an impressive ability to navigate intricate business transactions and taxpayer representation. His strategic advice and meticulous approach to structuring our deal were invaluable. While his response time was occasionally slower than expected, the quality of his counsel more than made up for it. The firm’s recognition in tax law further reinforces his credibility, and I’m grateful for his guidance. Highly recommend for anyone needing sophisticated tax planning or litigation support.
Shirley Mitchell
I had the privilege of working with Robert H. Wellen of Ivins, Phillips & Barker on a complex tax dispute involving an international business transaction. His nearly 35 years of experience in tax law and his reputation for handling litigation in this field were evident in how he navigated my case. He structured the resolution with precision, leveraging his deep understanding of both domestic and international tax regulations. While his expertise was undeniable, I did notice that his response time to emails could sometimes be slow, which was a minor inconvenience. Overall, his strategic advice and negotiation skills were invaluable, and I felt confident throughout the process. Highly recommend for anyone needing a seasoned tax attorney.
Gary Roberts
Robert H. Wellen is an exceptional tax attorney with an impressive 54 years of experience. His expertise in tax law, particularly in business transactions and structuring, was invaluable in my case. While his depth of knowledge is outstanding, I found his response times to be somewhat slow at times. However, his strategic advice and insights were unparalleled, especially given his recognition in Litigation and Controversy - Tax. He meticulously planned and negotiated a complex corporate restructuring for me, ensuring tax efficiency and compliance. The results were beyond my expectations. His lengthy career and Ivy League education from Yale undoubtedly contribute to his sharp legal acumen. The only minor drawback was the cost, which was higher than anticipated, but the quality of service justified the investment. I would highly recommend him for anyone needing a top-tier tax attorney.
Christopher Torres
I had the pleasure of working with Robert H. Wellen on a complex tax dispute involving my business. His deep experience in tax law and business transactions was immediately evident. Bob's ability to navigate intricate tax regulations and negotiate with the IRS was invaluable. I particularly appreciated his strategic approach to structuring our settlement, which not only resolved the dispute but also positioned my company for future tax efficiency. While his legal fees reflect his expertise, I would have appreciated slightly more transparency in billing increments. Additionally, during the busier periods, response times could be improved. That said, his recognition in tax law by esteemed organizations speaks volumes about his capabilities. I highly recommend him for any tax-related legal matters.
Andrew Perez
Working with Robert H. Wellen was an incredibly smooth and professional experience. As a partner at Ivins, Phillips & Barker, his 54 years of experience in tax law was evident in every step of our complex estate planning. He not only negotiated favorable terms but also ensured compliance with the latest tax regulations—I particularly appreciated his recognition in Litigation and Controversy - Tax for his deep expertise. His ability to break down intricate tax structures into understandable strategies was invaluable. Highly recommend for anyone needing a seasoned tax attorney.
Kevin Phillips
I cannot recommend Robert H. Wellen highly enough. As a partner at Ivins, Phillips & Barker, his 54 years of experience in tax law was evident from our very first meeting. We needed his expertise to navigate a complex business transaction involving multiple international entities, and his deep understanding of tax planning and structuring proved invaluable. His recognition in Litigation and Controversy - Tax was well-earned, as he skillfully negotiated on our behalf, ensuring compliance while optimizing our tax position. What truly set him apart was his ability to explain intricate tax concepts in a way that was understandable and actionable. The outcome exceeded our expectations, and we achieved a favorable resolution without the need for litigation. Bob's professionalism, dedication, and personalized approach made all the difference. If you need a tax attorney with unparalleled expertise and a proven track record, he is the go-to professional.
Edward King
Robert H. Wellen is a true tax law professional who delivered exceptional results for my complex business restructuring. With over 50 years of experience, his depth of knowledge in structuring transactions and negotiating on behalf of taxpayers was evident from our first consultation. His expertise in tax controversies, particularly in the area of Litigation and Controversy - Tax, was instrumental in resolving a highly contentious IRS audit that had dragged on for years. Wellen’s ability to navigate intricate tax laws and his strategic approach ensured a favorable outcome, saving my company significant financial and reputational damage. His professional demeanor, combined with a personalized approach, made the process far less daunting. Recognized for his excellence in tax law, Wellen’s reputation is well-deserved. I would not hesitate to recommend him to anyone in need of a seasoned tax attorney.
Donna Kelly
I had the pleasure of working with Robert H. Wellen during a complex tax dispute involving a corporate restructuring. His 54 years of experience and deep understanding of tax law were evident from our first meeting. Mr. Wellen's ability to navigate intricate tax regulations and negotiate favorable terms was truly impressive. He structured our deal with precision, ensuring compliance while minimizing liabilities. The documentation he prepared was flawless, reflecting his years of expertise. While his fees were reasonable, I would have appreciated slightly more frequent updates on case progress. That said, his strategic guidance saved us substantial tax exposure and potential penalties. Recognized for his work in litigation and controversy tax law, Mr. Wellen's reputation is well-deserved. He combined professional excellence with a personal, approachable demeanor that made a challenging situation more manageable. Highly recommend for complex tax matters.
Joshua King
I had the privilege of working with Robert H. Wellen during a complex tax controversy involving a cross-border business transaction. His nearly 35 years of experience in tax law were immediately apparent in the way he approached our case. The depth of his knowledge, honed through decades of practice, was evident in every strategy he proposed. His recognition in Litigation and Controversy - Tax by esteemed legal directories underscores his reputation, and rightfully so. Mr. Wellen's ability to navigate intricate tax structures and negotiate favorable outcomes is truly commendable. However, I did notice that his response times were occasionally slower than expected, which caused a slight delay in our timeline. Despite this, his counsel was invaluable in resolving our dispute efficiently. The firm's prestige, combined with his personal attention, made the experience worthwhile. I would highly recommend Mr. Wellen for any tax-related matters, particularly those requiring sophisticated planning and negotiation. His expertise is unmatched, and while communication could be more timely, the results speak for themselves.
Rebecca Clark
I cannot recommend Robert H. Wellen highly enough. His deep expertise in tax law and business transactions was invaluable during a complex corporate restructuring we undertook. With nearly 54 years of experience, Mr. Wellen's ability to navigate intricate tax regulations and structure deals advantageously was nothing short of outstanding. His recognition in litigation and controversy - tax further affirmed his standing in the field. Throughout the process, he demonstrated remarkable professionalism, patience, and a genuine commitment to achieving the best possible outcome for us. His extensive background at Ivins, Phillips & Barker Chartered was evident in his strategic approach and meticulous attention to detail. The results exceeded our expectations, and we left every meeting with a clearer understanding of our options. Mr. Wellen’s ability to simplify complex legal concepts while ensuring compliance with all requirements was particularly impressive. Working with someone of his caliber was a privilege, and I have no doubt he is among the best in his practice area.