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Overview

Tax Attorney

Katie works with the Tax and Employee Benefits Practice Teams, focusing on business tax, international tax, executive compensation, qualified plans, and international tariff and sanctions issues. She has experience working with businesses of all sizes from startups to mature, large companies, including partnerships, limited liability companies, private and publicly-held corporations, and individual taxpayers. She advises these businesses across a variety of areas including tax, business and employee benefits law.

Katie's recent experience includes working with clients to analyze the benefits of investing capital gains in Qualified Opportunity Zone Funds, including assisting with the formation of a Qualified Opportunity Fund and the underlying partnership investment vehicle in order to take advantage of the tax benefit.

Katie writes and speaks often about her respective practice areas, including international tax matters and employee benefits. While at Northwestern University School of Law, she also worked with one of her former tax law professors to compose a scholarly legal article for the Florida Tax Review on corporate reorganizations.

For more information, please contact Katie Roskam at 616/336-6494 or kkroskam@varnumlaw.com

Experience

Experience

Structured a Qualified Opportunity Zone (QOZ) Fund for the expansion of a nonprofit senior center in cooperation with a private developer. Work included development of fund formation documents, educational materials and partnership agreements.

Represented Granger Energy Services division's sale of 16 landfill gas-to-energy sites across six states to an Australian company. Negotiated sale agreement, coordinated antitrust filings, and advised on tax, employee benefits and energy regulatory matters.

Represented a leading carbon steel service center in its sale to a private equity fund. Negotiated the purchase agreement and provided counsel regarding the transaction structure, employee benefits, tax matters and antitrust filings under the Hart-Scott-Rodino Antitrust Improvements Act.

Represented individuals and families on business and tax planning matters associated with closely-held operating companies, IC-DISC entities and the formation/operation of family offices.

Lead tax analyst for holding company restructuring to achieve business and estate planning objectives, including the sale of a business.

Submitted applications for relief through various IRS offshore disclosure programs, including the Streamlined Compliance Program.

Assisted companies in developing compensation arrangements for senior executives, including the provision of certain death, disability, severance and change in control benefits.

Advised large to midsize companies regarding supplemental executive retirement plan benefits, stock option plans, 409A compliant bonus deferral plans, restricted equity awards and phantom equity plans, and qualified plans on wide-ranging issues dealing with plan design, administration and corrections.

Assisted companies on ESOP plan design, administration and termination.

Advised multiple companies on navigating complex OFAC economic sanctions, including the provision of advice on day-to-day compliance issues involving Cuba, Iran and Russian/Ukraine sanctions.

Counseled companies with respect to U.S. Customs and Border Protection requirements and provided assistance in connection with audits and reviews, country of origin labeling, import tariffs and other import-related issues. 

Represents multiple companies in submitting required reports to Bureau of Economic Analysis in connection with foreign direct investment in the U.S.

Leadership

Honors & Recognitions

Loyola University Chicago School of Law, Computer Assisted Legal Instruction (CALI) awards: contracts; advocacy; business organizations; corporate and partnership tax; sales; land use; advanced partnership tax; tax audits, procedure and ethics; and estate planning.

Professional Affiliations

Association for Corporate Growth (ACG), Young Professionals Committee

ESOP Association, Michigan Chapter, Board

Grand Rapids Bar Association

Michigan Women’s Tax Association

State Bar of Michigan: Council member; Young Tax Lawyers Committee, chair

Women Lawyers Association of Michigan

Community Involvement

Gerald R. Ford Job Corps Center

Grand Rapids Art Museum, Visionnaire Executive Committee

Habitat for Humanity, Young Professionals Committee

Muskegon Innovation Hub, Advisory Committee

News & Publications

Speaking Engagements

Publications

Clerkships

  • Muskegon County Prosecutor's Office, intern
  • United States District Court for the Northern District of Illinois, judicial extern (Hon. Ronald A. Guzman)

Education

Northwestern University School of Law
Chicago, Illinois
L.L.M. in taxation, 2013

Loyola University Chicago School of Law
Chicago, Illinois
J.D., magna cum laude, tax certificate, 2012

Hope College
Holland, Michigan
B.A., magna cum laude, 2009

Bar Admissions

  • Michigan

Court Admissions

  • All Michigan state courts
  • United States Tax Court
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