Profile

Paul is the Chair of the Firm’s State and Local Tax (SALT) Group and practices in the Transportation, Distribution and Logistics Group in the Harrisburg office.  He has over 20 years of SALT litigation experience encompassing government, corporate and private practice.

What does Paul do for Clients?
Paul prides himself on providing value-added services to his clients by substantially reducing assessed tax liabilities or obtaining significant refunds of tax overpayments.  He focuses his practice on sales, use, corporate net income, personal income, PURTA, business privilege and realty transfer tax.

Additionally, Paul handles real estate tax assessment appeals throughout Pennsylvania’s 67 counties and is considered an industry thought leader in Pennsylvania assessment law because he co-authors the leading treatise “Assessment Law and Procedure in Pennsylvania” and speaks and writes regularly on Pennsylvania assessment law topics.

Highlights of his experience include:

  • Successfully obtaining sales and use tax relief for clients on issues including those related to public utility, manufacturing, computer services, realty and building machinery and equipment.
  • Negotiating favorable settlements regarding corporate net income and franchise tax issues for clients.
  • Helping clients obtain significant tax savings through property tax assessment reductions before county boards and courts of common pleas.
  • Receiving tax exempt status for charitable institutions for both property tax and sales and use tax.

Recent Successes:

  • Successfully cleaned up 20 years of Pennsylvania PURTA tax issues for a railroad at both the state and local level.
  • Drafted and negotiated PILOT agreements for a large non-profit hospital system in multiple taxing jurisdictions throughout the Commonwealth.
  • Successfully negotiated an $84,609,800 reduction in assessed value for an industrial property in Blair County. Saved company $1,100,000 of property taxes per year.
  • Successfully negotiated an $85,862,500 reduction in assessed value for a retail store in downtown Philadelphia. Saved company $1,150,000 of property taxes per year.
  • Successfully negotiated exempt status for two properties owned by a nursing home in Montgomery County.  Resulting in $981,000 of refunds for real estate taxes paid in years deemed exempt and $337,400 of tax savings per year going forward.

How does Paul spend his free time?
Paul enjoys coaching baseball and watching his two teenage boys play baseball and basketball.  Paul also is an avid hunter and fisherman and looks forward to the day when he can spend more time afield.   When not coaching or afield, Paul enjoys volunteering his time and energy with the Paxtang Lions Club.

EDUCATION

King’s College – Business Administration – Cum Laude

Widener University School of Law – JD 2002

HONORS/AWARDS

Property Tax Article of the Year Award, Institute for Professionals in Taxation, 2019

MEMBERSHIPS

Pennsylvania Bar Association – Past Chair of Tax Law Section

Institute for Professionals in Taxation

Tax Executive Institute (TEI)

Paxtang Lions Club – Past-President, Former Secretary and Vice-President

 

EXPERIENCE/REPRESENTATIVE CASES

HIGHLIGHTS

  • Performing Pennsylvania sales and use tax reverse audit refunds for construction companies, manufacturers, retailers and public utilities
  • Representing property owners in school district initiated property tax appeals

RECENT SUCCESSES

  • Successfully negotiated a $20,234,600 assessed value reduction for a hotel in center city Philadelphia, saving the client $283,243 of real estate taxes per year
  • Successfully obtained exempt real estate tax status for a church in Berks County
  • Successfully reduced a Pennsylvania sales and use tax assessment by $110,000 for an out of state services company

 

PUBLICATIONS

January 31, 2024 - Allegheny County – Real Estate Tax Annual Assessment Appeal Deadline is April 1, 2024
McNees PA Tax Blog

August 7, 2023 - Upcoming Pennsylvania Annual Assessment Appeal Deadlines Post August 1
McNees PA Tax Law Blog

July 6, 2023 - Annual Assessment Appeal Deadlines in Pennsylvania are Quickly Approaching
McNees PA Tax Blog

March 6, 2023 - PA Commonwealth Court Flatlines Nonprofit Hospitals Exempt Status for Real Property Taxes
McNees PA Tax Law Blog

February 21, 2023 - Allegheny County – Bonus – Real Estate Tax Assessment Appeal Deadline – March 31, 2023
McNees PA Tax Blog

July 21, 2022 - Historical drops in Common Level Ratios Should have Commercial Pennsylvania Property Owners Contemplating Annual Assessment Appeals for the 2023 Tax Year
McNees State & Local Tax Blog

May 6, 2022 - Philadelphia Reassessment Update
McNees PA Tax Law Blog

February 3, 2022 - PA Supreme Court Still Interested in School District Selection Process for Real Estate Tax Appeals
McNees State & Local Tax Blog

January 4, 2022 - What’s Your Property Worth? How Pennsylvania Appraisers Calculate the Market Value of Real Estate

June 10, 2021 - Time to Start Looking at Your Assessed Values in Pennsylvania in Preparation for Annual Assessment Appeal Deadlines
McNees PA Tax Blog

May 27, 2021 - Pennsylvania Department of Revenue extends Voluntary Compliance Program for Retailers with Inventory in Pennsylvania
McNees PA Tax Law Blog

February 5, 2020 - Department of Revenue Issues Pennsylvania Sales and Use Tax Letter Ruling No. SUT-20-001 – Regarding Taxation of Membership Fee
McNees State & Local Tax News

August 3, 2018 - PA DOR Issues Sales Tax Guidance for Malt or Brewed Beverage Manufacturers
Food & Beverage Alert

May 3, 2016 - PA Tax Law News - Spring 2016
Tax Increases Part of Governor Wolf’s 2016-2017 Proposed Budget l Lease Receipts Subject to Business Privilege Taxes After All l Department of Revenue Issues Guidance Regarding the Act 52-2013 Add-Back Provision l The End of (New) Limited Partnerships in Pennsylvania? l SALT Group Out and About

January 14, 2016 - 15th Edition of Assessment Law and Procedure

September 10, 2015 - PA Tax Law News - September 2015
In this issue: PA Budget Watch Continues | Pass-Through Business Tax Alert | The Noose Tightens: Charitable Exemptions Again Under Attack | Department Recommences Responsible Party Assessments | IFTA Compliance More Important Than Ever

Contact Info

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