Profile
Shivani Rumalla focuses her practice on federal, international, multistate, and local tax planning and implementation for both U.S. and foreign companies. She regularly structures, drafts, and negotiates complex joint ventures throughout the United States and has experience advising clients on tax efficient structuring of real estate transactions, REIT formations, and corporate mergers and acquisitions. Shivani’s tax experience also includes advising a variety of businesses on the tax implications of inbound and outbound transactions, advising clients on the tax implications of a bankruptcy filing, and representing clients in federal tax controversy matters.
Concentrations
- Partnership and limited liability company (LLC) formations, transactions, and liquidations
- Drafting and negotiation of partnership and LLC agreements
- Inbound and outbound cross border mergers, acquisitions, reorganizations, and joint ventures
- Real estate tax planning, including like-kind exchanges and debt workouts
- REIT formation and taxation
- Federal taxation
- International taxation
Capabilities
Experience
- Advised an inbound multinational oil and gas company on the U.S. federal income tax consequences of a legal entity rationalization.°
- Advised a U.S. multinational chemical company on the inbound tax planning of its Luxembourg holding company structure.°
- Advised an inbound multinational company on the U.S. federal income tax consequences of the anti-hybrid rules and restructured its non-U.S. debt without triggering the significant modification rules.°
- Advised a domestic oil and gas company on the issuance of redeemable preferred stock, which involved constructive stock distributions related to redemption premiums on the preferred stock.°
- Advised an inbound multinational geophysical company on the U.S. federal tax treatment of its intercompany debt issuances in section 304 transactions.°
- Advised a domestic media company on the U.S. federal income tax consequences of a bankruptcy filing.°
- Advised a portfolio company of a private equity group on the U.S. federal income tax consequences of the divestiture of two-thirds of its business.°
°The above representations were handled by Ms. Rumalla prior to her joining Greenberg Traurig, LLP.
- Mergers & Acquisitions Tax Senior Associate, PricewaterhouseCoopers LLP, 2016-2020
- Judicial Intern, Hon. Jim Jordan, 160th District Court of Texas, 2013
Recognition & Leadership
- Member, State Bar of Texas
- Tax Section
- Member, Dallas Bar Association
- Tax Section
- Member, American Bar Association
- Tax Section
- Member, Dallas Association of Young Lawyers
Credentials
- LL.M., Taxation/Tax Law, Northwestern Pritzker School of Law
-
J.D., cum laude, Texas Tech University School of Law
- Business Law Concentration
- Executive Student Writing Editor, Texas Tech Administrative Law Journal
- M.B.A., Texas Tech University, Rawls College of Business, 2015
- B.A., Texas A&M University
- Texas