Carl R. Erdmann’s practice is devoted to state and local tax planning and controversy throughout the country. He has extensive experience with state and local taxation of financial institutions, including insurance companies and their products.
Mr. Erdmann has served as state and local tax counsel in a number of acquisitions, dispositions and joint venture transactions, including:
- the sale of one of the largest health maintenance organizations and indemnity health operations in the United States;
- the proposed demutualization of the largest mutual life insurance company in the United States;
- the formation of a significant petrochemical manufacturing and distribution joint venture, and the sale of a significant specialty chemical manufacturing facility; and
- the sale of one of the largest home mortgage portfolios in the United States, as well as related origination and servicing operations.
Mr. Erdmann also represents a number of clients in state and local tax audits, appeals and litigation throughout the country. He advises clients in all stages of state and local tax controversy — from initial information gathering, through negotiations and settlement, as well as litigation and appeals, if necessary. He also has timely obtained formal and informal rulings from state and local tax authorities in many jurisdictions on issues such as utilization of alternative apportionment formulae, the applicability of sales and use tax to corporate reorganizations, as well as a variety of nexus and voluntary compliance issues.
Prior to joining Skadden, Arps, Mr. Erdmann was a partner in the state and local tax group of a national law firm, and held state and local tax positions at a major insurance company, a large manufacturing company, and a “Big Five” public accounting firm.
Mr. Erdmann, a frequent lecturer on state and local tax issues, is a member of the Advisory Board of the State Insurance Tax Institute, a member of the Incentives Editorial Board of the Journal of Multistate Taxation and Incentives and a contributing editor of the State Tax Review.
District of Columbia
J.D., Rutgers University School of Law, 1995
B.B.A., Accounting, James Madison University, 1988 (cum laude)