Rachel Ann Simon

Rachel Simon is a partner in Rutan's Corporate, Securities and Tax Section, where she provides sophisticated legal services in the areas of business, tax, and estate planning. Her practice emphasizes mergers and acquisitions, tax planning, tax litigation, financings, estate and succession planning, and general corporate practice.

She handles complex commercial business transactions, strategic tax planning and controversies, corporate law, including mergers and acquisitions, real estate law and numerous other areas pertaining to finance.  She represents individuals and families in estate planning matters, including wills and trusts, state and federal tax controversy resolution and more. 

Ms. Simon provides personalized, sophisticated legal counsel to her clients. Her primary focus is the protection of her clients’ business and personal interests. 

AREAS OF EXPERTISE

• Small business start-ups – federal tax compliance, business transactions, corporate law issues  
• Company formation – corporate governance and structuring, tax structuring, shareholder matters  
• Corporations, partnerships and sole proprietorships – helping clients determine the most appropriate business structure for their needs  
• Non-profit formation and governance – advising clients in all related non-profit matters 
• Mergers, Acquisitions, and Reorganizations -advising clients on buying, selling, or restructuring

In addition to the previously mentioned areas, Ms. Simon provides representation and counseling in the following areas: 

• Sales tax compliance – Ms. Simon provides legal counsel and representation in matters pertaining to sales and use tax, including audits, appeals, special fees, multi-state taxes and more.
• Estate planning – Preparation and drafting of wills and trusts; selection of trustee, executor; minimizing estate taxes by careful asset organization