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For partners looking to go their separate ways, getting the right assets to the right partners in tax-advantageous ways can be difficult. The use of the “drop and swap” and “mixing bowl” techniques for these purposes can require sophisticated tax planning. This panel will explore the use of these techniques and the audit risk their use may raise.



Mark E. Wilensky, Meltzer Lippe Goldstein & Breitstone LLP, Mineola, NY

Stephen M. Breitstone, Meltzer Lippe Goldstein & Breitstone LLP, Mineola, NY

Louis S. Weller, Bryan Cave LLP, San Francisco, CA

Bradley Borden, Brooklyn Law School, Brooklyn, NY

Donna M. Crisalli, Senior Level Counsel, Income Tax & Accounting, IRS, Washington, DC

Clifford M. Warren, Special Counsel to Associate Chief Counsel, Passthroughs & Special Industries, IRS, Washington, DC

Tax Planning Workshop: "Drop & Swap" and "Mixing Bowl" Techniques
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