William D. Rohrer, P.A.

Partner

  • William D. Rohrer, P.A.
  • Phone: +1 305 960 2226

    Import to Address Book

  • Duane Morris LLP
    201 S. Biscayne Boulevard, Suite 3400
    Miami, FL 33131-4325
    USA
  • Duane Morris LLP
    1540 Broadway
    New York, NY 10036-4086
    USA
  • Duane Morris LLP
    230 Park Avenue, Suite 1130
    New York, NY 10169-0079
    USA

William D. Rohrer, P.A. is an international tax attorney and a certified public accountant. His practice focuses on strategic tax planning for foreign and domestic clients, many of whom have tax issues spanning several tax jurisdictions. Mr. Rohrer’s experience covers business transactional planning, with emphasis on inbound, tax-advantaged structures for doing business (including investing in real estate) within the United States, and outbound foreign tax credit optimization structures. He represents multinational, public and closely-held companies doing business inside and outside the United States and several foreign real estate funds, fund managers and developers that invest in the United States. 

Mr. Rohrer also represents high net worth individuals, resident and non-resident, and their closely-held businesses. He advises on matters dealing with income tax and compensation planning; estate, gift and other transfer tax and trust planning; wealth preservation; and business succession planning, including pre-immigration income and estate tax planning for non-residents who are moving to the United States. 

Mr. Rohrer earned his LL.M. in Taxation from New York University School of Law in 1987. He is a 1982 graduate of the Ohio State University Moritz College of Law and a 1978 cum laude graduate of Ohio State University.

Areas of Practice

  • Strategic Tax Planning
  • Corporate Law
  • Wealth Planning

Representative Matters

  • Represented the principals of YouVisit, LLC, a company that has created virtual tours of campuses for more than 600 educational institutions, in their personal income and estate tax planning. YouVisit, LLC was subsequently sold to EAB, a portfolio company of Vista Equity Partners that provides research, enterprise technology, and data-enabled services for education institutions.

  • Represented developer of self-storage facilities in the acquisition of two facility sites in Houston, Texas.

  • Represented Goldman Sachs Lending Partners in a $700 million Senior Secured First Lien Term Loan Facility and $50 million Senior Secured First Lien Revolving Facility together with other security, credit, hedging and financing, resulting in an aggregate principal financing estimated to be $1.1 billion, with funding to be used to restart an oil refinery in the U.S. Virgin Islands.

Admissions

  • Florida
  • New York
  • Washington, D.C.

Education

  • New York University School of Law, LL.M., 1987
  • The Ohio State University, Michael E. Moritz College of Law, J.D., 1981
  • The Ohio State University, B.S., cum laude, 1978

Experience

  • Duane Morris LLP
    - Partner, 2016-present
  • Carlton Fields Jorden Burt P.A.
    - Shareholder/Director, 2003-2016
  • Katz Barron Squitero and Faust P.A.
    - Partner, 1992-2003
  • Baker & McKenzie
    - Senior Associate, 1988-1992
  • PriceWaterhouse
    - Associate, 1981-1988

Professional Activities

  • The Florida Bar
  • New York Bar
  • District of Columbia Bar
  • Ohio Bar
  • American Bar Association
    - Member, Tax Section
    - Member, International Section; Former Co-Chair, International Tax Committee
  • Greater Miami Chamber of Commerce
    - Former Chair, Global Business Development Committee
  • Globalaw
    - Former Member, Board of Directors

Honors and Awards

  • Listed in Best Lawyers in America, 2021-2024

  • Listed in Chambers USA: America's Leading Business Lawyers (Tax), 2007-2014 and 2017-2024

  • Listed in The Legal 500 (Tax Law)
  • AV Preeminent® Peer Review Rated by Martindale-Hubbell®

Civic and Charitable Activities

  • Baptist Healthcare Medical Foundation
    - Chair, Board of Directors
  • Key Biscayne Community Foundation
    - Member, Board of Directors
  • Episcopal Charities of Southeast Florida
    - Member, Board of Directors; Former Chair

Selected Publications

  • Co-author, "The Long-Awaited Chile-U.S. Income Tax Treaty Is Finally Making It to the Finish Line," Duane Morris Alert, June 29, 2023
  • Co-author, "CARES Act Reanimates Sale-Leaseback Tax Benefits," Law360, July 2, 2020

  • Co-author, "Opportunity Zones Heat Up in South Florida," Commercial Property Executive, April 3, 2019

  • Co-Author, "Seeking to Capitalize on the Opportunity Zone Program? Move Quickly to Take Full Advantage," Miami Herald, January 18, 2019

  • Quoted, "Trump, The Russians, and The Future of Ultra Luxury Real Estate," Forbes Magazine, February 21, 2017

  • Technical Editor, Chapter 12, "Foreign Income and Foreign Taxpayers," Rose and Chomie, Federal Income Taxation, 3rd Edition, Hornbook Series

  • Co-author, "New FIRPTA Exceptions Provide Opportunities for Foreign Pensions and Investment Funds," Carlton Fields Client Alert, February 2016

  • Co-author, "U.S. Pre-Immigration Tax Planning," Carlton Fields Web Resource, January 2016

  • Co-author, "Proposed Innovation Box Legislation," Expect Focus International, Summer 2015

  • "Treasury and IRS Provide Guidance for Same-Sex Married Couples," Carlton Fields Client Alert, September 2013
  • "Q&A with Bill Rohrer," Equally Wed Magazine, June 2013
  • "Married Same-Sex Couples Should File Protective Claims for Tax Refunds Now," Carlton Fields Client Alert, April 9, 2013
  • "Supreme Court Finds That Filing a False Tax Return Is Grounds for Deportation," Carlton Fields Client Alert, March 6, 2012
  • "Can the Spanish ETVE Be Used to Finance Foreign Operations?" Carlton Fields Client Alert, February 17, 2012
  • "The IRS Offers a Second Chance to Become Compliant," Carlton Fields Client Alert, February 25, 2011
  • "Foreign Financial Account Reporting (FBAR)," Carlton Fields Client Alert, May 11, 2009

  • Co-author, "U.S. Banks Handcuffed on LDC Swaps," ABA Banking Journal, September 1987

  • Co-author, "Looking Better All the Time," Sec. 1248, The Tax Advisor, July 1987

  • "U.S. Branch Taxation: A Venture into the Unknown," International Bureau of Fiscal Documentation, Bulletin, 1987-1 (1987)

  • Co-author, "PriceWaterhouse Best Seller on the 1986 Tax Act," PriceWaterhouse

  • Co-author, "International Tax Planning Offshore Style, Case Western Reserve," Journal of International Law, 1985

Selected Speaking Engagements

  • Speaker, "CXO Virtual Roundtable Meeting," Executive Roundtable, Webinar, October 8, 2020

  • Speaker, "Private Equity Real Estate Forum 2019," Opal Group, Napa Valley Marriott, Napa, California, October 22, 2019

  • Co-presenter, "SFO Trends and Techniques: Cutting-Edge Tax Planning Strategies for Single Family Offices," Duane Morris Webinar, June 19, 2019

  • Speaker, "Current Structures and Strategies to Minimize U.S. Taxes," Opal Group's Real Estate Investment Summit, West Palm Beach, Florida, April 1-2, 2019

  • Panelist, "Tax and Regulation: Constructing a Tax Efficient Strategy," Opal’s Private Equity Real Estate Forum 2018, Napa, CA, October 23, 2018

  • Speaker, "The Federal Opportunity Zone Program in Real Time: Leveraging This Tax Incentive Now," Duane Morris Miami Roundtable Luncheon, Miami, October 10, 2018

  • Panelist, "Real Estate in Private Equity," Family Office Winter Forum, March 1, 2017
  • Speaker, "Pre-immigration Tax Planning Strategies," Leumi Third Annual Private Bank Investment Conference, December 5, 2016
  • "Tax-advantaged Structures for Foreign Investment in U.S. Real Estate, Including Quick Fixes for Bad Decisions," Webinar
  • "The U.S. Non-resident Trust: Uses and Opportunities," Webinar
  • "Wealth Preservation Strategies: Living on the Cutting Edge," Webinar
  • "How Foreign Manufacturers with U.S. Distribution Subsidiaries Can Minimize Their Exposure to the Long Arm of the Products Liability Laws in the U.S. ('Let Me Sell in Peace!')," Webinar
  • "Mexico and Venezuela: Offshore Tax-Compliant Structures," Webinar
  • "Understanding FATCA, the IGAs and Offshore Voluntary Disclosure," Webinar
  • "Understanding the Real Estate Investment Trust ('REIT')," Webinar
  • "Understanding the Beneficiary Defective Irrevocable Trust ('BDIT')," Webinar
  • "The Captive Insurance Company," Webinar
  • "Pre-immigration Tax Planning," Webinar
  • "Understanding Conservation Easements," Webinar
  • "Trust Planning for Multijurisdictional Families," Webinar
  • "Settlement Agreements: Tax Planning," Webinar