Philip J. Wolman

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Direct: (213) 891-5390
Email: [email protected]
Offices: Los Angeles
Bar Admissions: California

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Presentations & Publications
Education
Court Admissions

Philip J. Wolman has handled tax matters in a wide variety of subjects including corporate and partnership tax planning, domestic and international business transactions, executive compensation and employee benefit plan matters, estate planning, business acquisitions and dispositions, equipment leasing, and tax controversies.

Mr. Wolman, who is AV Preeminent rated by Martindale Hubbell, is a member of the American (Taxation Section, Committee on Personal Service Organizations), Los Angeles County (Taxation Section) and Beverly Hills (Committee of Taxation) Bar Associations. He is admitted to practice in the United States District Court for the Central District of California and the United States Tax Court.

Areas of Practice

Tax, Benefits and Estate Planning
Corporate Law

Industry Specialties

Leveraged ESOP Finance
Employee Benefits and Executive Compensation
Equipment Leasing
Family Office & Wealth Management
Alternative Lenders
Apparel & Consumer Products
Private Equity and Venture Capital

Additional Specialties

Corporate Financial Services
Benefit Plans
ERISA
Tax Planning

- 06
  
  Dec
- Buchalter Represented Bank of the West in Upsizing of Duckhorn Credit Facilities
  
  · Commercial Finance
- Buchalter was counsel to Bank of the West as administrative agent in the upsizing of the Duckhorn credit facilities. The Buchalter team consisted of William Schoenholz, Joe [...]
- 03
  
  Jun
- Buchalter Represented VEP Healthcare Inc. in Its Merger with US Acute Care Solutions
  
  Representative Matters · Health Care Law
- Buchalter recently represented VEP Healthcare Inc. in its merger with US Acute Care Solutions. Together, the companies form the largest physician-owned provider of integrated [...]
- 06
  
  Nov
- Buchalter’s Corporate Practice Represents Willamette Community Bank in Its Sale to People’s Bank of Commerce
  
  Press · Representative Matters · Corporate Law
- In one of only two bank merger deals west of the Rockies since mid-March, our client, Willamette Community Bank (“WBC”) announced this week it is being acquired by merger with [...]
- 14
  
  Oct
- Buchalter’s Corporate Practice Completes Largest Bank Merger in California This Year - Heritage Commerce Corp Merger with Presidio Bank
  
  Firm News · Representative Matters · Corporate Law
- On October 11, 2019, Heritage Commerce Corp announced the completion of the merger with Presidio Bank. The transaction was valued in excess of $200 million and structured as an [...]
- 14
  
  Jun
- Buchalter Advises First Financial Corporate Services in Its Acquisition By JA Mitsui Leasing
  
  Firm News · Corporate Law
- First Financial Corporate Services, a computer and technology financier, has entered into an agreement to be acquired by the American subsidiary of JA Mitsui Leasing, an [...]
- 22
  
  May
- LADJ Heritage Bank of Commerce and United American Bank Complete merger with counsel from trio of law firms
  
  Press · Corporate Law
- Los Angeles Daily Journal May 22, 2018 “Buchalter APC advised Heritage Bank of Commerce, a wholly owned subsidiary of Heritage Commerce Corp., a bank holding company. [...]
- 10
  
  May
- Heritage Bank of Commerce, United American Bank Complete Merger
  
  Press
- May 10, 2018 Heritage Commerce Corp. announced it has completed its previously announced merger of its wholly owned bank subsidiary Heritage Bank of Commerce with United American [...]
- 07
  
  May
- Buchalter’s Corporate Practice Group Advises Heritage Bank of Commerce on Merger with United American Bank
  
  Representative Matters · Corporate Law
- On May 7, 2018, Heritage Commerce Corp announced it completed its merger with United American Bank. Heritage Bank of Commerce is a California state-chartered bank headquartered [...]
- 07
  
  May
- Mergermarket: Heritage Commerce Corp Announces the Completion of its Merger with United American Bank
  
  Press
- May 7, 2018 To view the full article, visit www.mergermarket.com *subscription required
- 06
  
  Apr
- Buchalter’s Corporate Practice Group Advises Heritage Bank of Commerce on Merger with Tri-Valley Bank
  
  Firm News · Representative Matters · Corporate Law
- On April 6, 2018, Heritage Commerce Corp officially completed its merger of its wholly-owned bank subsidiary Heritage Bank of Commerce with Tri-Valley Bank (“Tri-Valley”). [...]
- 19
  
  Jul
- Buchalter Represented Snak Club and New Century Snacks in its Investment by Insignia Capital
  
  Representative Matters
- Buchalter represented Snak Club and New Century Snacks in its investment by Insignia Capital. Based in Commerce, CA, the companies are leading manufacturers and distributors of [...]
- 15
  
  Mar
- Buchalter Nemer Represents mophie, inc. in Sale to Zagg
  
  Representative Matters · Corporate Law
- Buchalter Nemer advised mophie, inc. in its sale to ZAGG for more than $100 million plus earn-out. The transaction leverages the strengths of two industry leaders in the mobile [...]
- 21
  
  Aug
- Buchalter Nemer Represents Heritage Commerce Corp in its merger with Focus Business Bank
  
  Representative Matters
- Mark Bonenfant, and Philip Wolman advised Heritage Commerce Corp in the merger of its wholly-owned bank subsidiary Heritage Bank of Commerce with Focus Business Bank. The [...]

Areas of Practice

Tax, Benefits and Estate Planning
Corporate Law

Industry Specialties

Leveraged ESOP Finance
Employee Benefits and Executive Compensation
Equipment Leasing
Family Office & Wealth Management
Alternative Lenders
Apparel & Consumer Products
Private Equity and Venture Capital

Additional Specialties

Corporate Financial Services
Benefit Plans
ERISA
Tax Planning

- Publication
  
  Beware of Proposition 19 Property Tax Increases—Planning Opportunities Still Exist for a Brief Window
  
  Buchalter Client Alert · November 17th, 2020
- Download
- November 17, 2020 Proposition 19, which was marketed as a provision to benefit homeowners who are over 55, the disabled, and wildfire/disaster victims, [...]
- Publication
  
  Executive Order Payroll Tax Deferral: Guidance and Considerations
  
  Buchalter Client Alert · September 4th, 2020
- Download
- On August 8, 2020, the President of the United States issued a Presidential Memorandum directing the Secretary of the Treasury to use his authority [...]
- Publication
  
  Buchalter Client Alert COVID-19: Opportunities in an Economy Shattered by Covid-19
  
  Buchalter Client Alert · April 23rd, 2020
- Download
- The stock market has had record declines and many businesses are shuttered, at least temporarily. Long-term prospects may still be positive but in the [...]
- Publication
  
  Buchalter Client Alert COVID-19: Estate Planning
  
  Buchalter Client Alert · April 20th, 2020
- Download
- We hope this Alert finds you and your family healthy and safe during these unsettling times. COVID-19 has interrupted all of our normal routines but has [...]
- Publication
  
  Tax Credits to Offset Congress' Newly-Mandated Paid Leave
  
  Buchalter Client Alert · March 20th, 2020
- Download
- March 19, 2020 On March 18, 2020, President Trump signed into law the bipartisan Families First Coronavirus Response Act (H.R. 6201) (the “Act”). H.R. 6201 [...]
- Presentation
  
  Speaker, Trusts as Loan Parties
  
  February 5th, 2016
- Robert Willner and Philip Wolman discuss "Trusts as Loan Parties," at Boston Private Bank.
- Presentation
  
  Co speaker, Nuts and Bolts of Leveraged ESOP Finance
  
  April 3rd, 2014
- Robert Willner and Philip Wolman present “Nuts and Bolts of Leveraged ESOP Finance,” for Community Bank in Los Angeles, CA.
- Publication
  
  How the Affordable Care Act Impacts Employers
  
  Buchalter Nemer Client Alert · July 6th, 2012
- By: Carol Lucas, Esq., Arthur Chinski, Esq., Philip Wolman, Esq., Joshua Mizrahi, Esq. On June 28, 2012, the U.S. Supreme Court, to the surprise of some, held [...]

Areas of Practice

Tax, Benefits and Estate Planning
Corporate Law

Industry Specialties

Leveraged ESOP Finance
Employee Benefits and Executive Compensation
Equipment Leasing
Family Office & Wealth Management
Alternative Lenders
Apparel & Consumer Products
Private Equity and Venture Capital

Additional Specialties

Corporate Financial Services
Benefit Plans
ERISA
Tax Planning

Mr. Wolman earned an A.B. in History in 1973 from the University of California, Berkeley, where he was elected to Phi Beta Kappa. He attended UCLA School of Law, receiving his J.D. in 1976. He earned his LL.M. degree in Taxation in 1977 from NYU School of Law.

Areas of Practice

Tax, Benefits and Estate Planning
Corporate Law

Industry Specialties

Leveraged ESOP Finance
Employee Benefits and Executive Compensation
Equipment Leasing
Family Office & Wealth Management
Alternative Lenders
Apparel & Consumer Products
Private Equity and Venture Capital

Additional Specialties

Corporate Financial Services
Benefit Plans
ERISA
Tax Planning

U.S. District Court for the Central District of California
U.S. Tax Court

Areas of Practice

Tax, Benefits and Estate Planning
Corporate Law

Industry Specialties

Leveraged ESOP Finance
Employee Benefits and Executive Compensation
Equipment Leasing
Family Office & Wealth Management
Alternative Lenders
Apparel & Consumer Products
Private Equity and Venture Capital

Additional Specialties

Corporate Financial Services
Benefit Plans
ERISA
Tax Planning