Eric J. Rollinger
Top rated Tax attorney in Rockville, Maryland
Stein Sperling Bennett De Jong Driscoll PC
Practice Areas: Tax
Licensed in Maryland since: 2010
Education: Marquette University Law School
Selected to Super Lawyers: 2023 - 2025 
Selected to Rising Stars: 2012 - 2020 Stein Sperling Bennett De Jong Driscoll PC
1101 Wootton PkwySuite 700
Rockville, MD 20852 Phone: 301-838-3324 Email: Eric J. Rollinger Visit website
Details
Tax law attorney and Certified Public Accountant, Eric Rollinger is a multifaceted member of Stein Sperling’s nationally recognized tax litigation and controversy team. He takes great pride in having successfully settled hundreds of disputes with the IRS and state taxing authorities.
Eric brings a wealth of knowledge and experience to his clients’ cases. Detail-oriented and practical, Eric provides each client with an informed course of action structured around the unique aspects of the case. He recognizes that financial concerns often keep clients up at night and, maintaining open lines of communication at all times, he works hard to resolve their cases efficiently and optimally.
As a Certified Valuation Analyst (CVA), Master Analyst in Financial Forensics (MAFF), and Master of Professional Accountancy (MPA), tax controversy and litigation support cases especially appeal to Eric, and he frequently provides relevant support in the areas of income analysis, tracing, tax consequences of marital awards, corporate structures, business valuation and financial forensics.
Eric is actively involved in many professional organizations both on national and state levels, staying current with evolving tax laws and regulations. He has co-authored articles on maximizing deductible expenses and implications of tax incentive challenges in the Journal of State Taxation and MACPA Statement magazines.
First Admitted: 2006, Wisconsin
Professional Webpage: https://steinsperling.com/attorneys/eric-rollinger/
Bar/Professional Activity:
- Bar Association of Montgomery County, Maryland
- Maryland State Bar Association
- Virginia State Bar
- Wisconsin State Bar
- American Academy of Attorney-CPAs (2009-present); National Executive Committee (2013-present); Capital Area Chapter President (2011-2014); AAA-CPA National President (2017-2018)
- American Institute of Certified Public Accountants (2007-present)
- Maryland Association of Certified Public Accountants (2009-present)
- Montgomery/Prince George's County Tax Study Group
- National Association of Certified Valuation Analysts (2010-present)
Special Licenses/Certifications:
- Certified Public Accountant (CPA), 2007
- Certified Valuation Analyst (CVA), 2010
Pro bono/Community Service:
- Volunteer Income Tax Assistance (VITA), 2006
Honors/Awards:
- Best Lawyers (2021-2024)
- Top Attorney (2019, 2021, 2023), Bethesda Magazine
- Top Lawyers (2015-2019, 2023), Washingtonian
- NACVA Top 40 Under Forty
- Martindale-Hubbell, AV Preeminent peer review rating
Educational Background:
- University of Wisconsin-Whitewater (B.B.A.); Men's Intercollegiate Tennis Team, Co-Captain (2000-2002), 2002
- Marquette University School of Law (J.D., 2006); Student Bar Association, Treasurer (2005-2006), 2006
- University of Wisconsin-Whitewater (M.P.A., Accountancy); Dean’s Advisory Council, 2003
White Papers:
- Template used nationally for training by National Association of Certified Valuation Analysts for local chapter meetings., Special Considerations in Valuing Professional Practices, NACVA, 2011
- Article, Northwest Airlines v. Wisconsin DOR: Anatomy of a Tax Incentive Challenge, Journal of State Taxation (co-author, ghost writer) (Nov. – Dec. 2006). , Northwest Airlines v. Wisconsin DOR: Anatomy of a Tax Incentive Challenge, Tax, 2006
Scholarly Lectures/Writings:
- "Pay Your Taxes or Lose Your Passport", Author, www.steinsperling.com/media-and-events/media/pay-your-taxes-or-lose-your-passport, Stein Sperling Client Alert, 2016
- A trio of presentations will update accountants and financial planners on topics affecting their clients. Attorneys from Stein Sperling’s Tax Law, Employment Law and Estates + Trusts departments will offer three sessions moderated by David S. De Jong in one program for a total of 3 CPE credits. Assisting the Troubled Taxpayer • Eric J. Rollinger, J.D., CPA, CVA; Mark W. Schweighofer, LL.M. • 1 CPE Credit This presentation will cover the latest strategies in dealing with the IRS in examination and collection matters from audits to appeals, from installment agreements to offers in compromise and from innocent spouse status to bankruptcy. We’ll also cover updates to alternative voluntary disclosures of foreign bank accounts., Speaker, Trifecta of Hot Topic, 2016
- Family law attorney Casey Florance and tax attorney Eric Rollinger are presenting to the Maryland State Bar Association (MSBA) Tax Controversy Study Group on the "Top 10 Tax Controversy Issues in Divorce", Speaker, Top 10 Tax Controversy Issues in Divorce, Maryland State Bar Association Tax Controversy Study Group, 2016
- Eric's presentation will include: Top 5 tax issues missed in marital settlement agreements;Top 5 tax issues to consider when drafting a marital settlement agreement; andThe Tax Cuts and Jobs Act of 2017 and the significant canges to alimony that all family law attorneys need to know., Speaker, Marital Settlement Agreements: Drafting, Interpretation and Enforcement Issues, Bar Association Of Montgomery County Maryland, 2018
- Dealing with the IRS in 2018 by Eric J. RollingerTaking away in-person Appeals conferences in most instances was a bad idea and they havenow been restored, among the many changes in dealing with the IRS. This “when to” and “howto” program will be a practicum on handling audits, appeals and collection including Offers inCompromise installment agreements, innocent spouse and bankruptcy tax issues, Speaker, December Update for Accountants and Financial Planners, 2017
- The Fallacy of the Corporate/LLC Veil: It Can Be PiercedPresented by Donald Sperling, J.D., and Eric J. Rollinger, J.D., CPAMost individuals believe that creating a limited liability entity provides absolute protection from creditors. However, the corporate/LLC veil may be quite thin in certain circumstances. This session will address exceptions to limited liability such as personal guarantees and unpaid trust taxes and how you and your clients might further insulate yourselves from personal liability., Speaker, Update for Accountants and Financial Planners, 2017
- Instructor for Foxmoorworkshop "Federal Fiduciary Income Tax Workshop", Presenter, Fiduciary Income Tax Workshop, Foxmoor Continuing Education, Tax, 2012
- David Torchinsky and Eric Rollinger to present a Maryland/Federal Fiduciary Income Tax Workshop. This workshop will feature hypothetical situations including completed Federal and appropriate Maryland fiduciary income tax returns. You will receive helpful techniques to minimize fiduciary income tax liability as well as understand the significance of transferring the estate or trust assets before the end of the final year. In addition to explaining and illustrating the technical aspects of preparing the actual returns, the program covers various planning techniques to minimize the tax liability to the fiduciary and the beneficiaries., Maryland/Federal Tax Income Workshop, 2011
- David De Jong and Eric Rollinger will be speakers on Federal News Radio broadcast, For Your Benefit, hosted by Bob Leins. They will discuss the implications of different state taxes on federal annuities and Social Security benefits as well as the legal requirements for establishing residency in one state, but living part-time in another state. , For Your Benefit features David De Jong and Eric Rollinger, 2013
- Andrew Schwartz and Eric Rollinger will present "Partnership Buy-Ins/Buy-Outs: What Young Physicians Need to Know" to the Montgomery County Medical Society young physicians and guests as part of their Practice Success Series. Co-ownership is like a marriage—it is a long-term relationship that requires a lot of work, communication, dedication and perseverance. If the buy-in is not planned and written well, it could lead to an unhappy divorce. If the buy-out is not done fairly, it could leave both parties in uncomfortable positionsand with hard feelings. It is therefore critically important to get the best legal advice in drafting the buy-in and buy-out agreement in order to protect the financial interests of all parties: the practice, incoming partners and outgoing partners. Keith Mathis of the MedChi Agency will discuss all the relevant insurance products to protect you and the practice. Learn all the right questions to ask at this important session., Andrew Schwartz and Eric Rollinger to speak to Montgomery County Medical Society, 2012
- Eric Rollinger to will present "Joint Assets: the Marital Home and Business" to the Bar Association of Frederick County. This CLE course will explore the general principles of valuing an asset, including businesses and real property. He will also discuss tax implications and complex issues when disposing of jointly titled propertyand review marketability methods. Attendees will learn practical tips for a smooth real estate closing and the appropriate role of the title company., Eric Rollinger to speak to the Bar Association of Frederick County, 2012
- David De Jong and Eric Rollinger will be presenting “The Troubled Taxpayer” for the Maryland Association of CPAs (MACPA) on Tuesday, July 31. The program will focus on how to deal with the Internal Revenue Service on examination, collection and general administrative matters. Topics to be covered include criminal investigations, innocent spouse claims, installment plans and Offers in Compromise. The approach to the program will be to discuss both the law and the practicalities of each situation affecting a taxpayer., David De Jong and Eric Rollinger to present to the Maryland Association of CPAs, 2012
- Karen Shapiro, Eric Rollinger and Mark Schweighofer will be conducting a seminar on the anatomy of buying and selling a business for the Maryland Association of CPAs. This presentation will begin with a discussion on valuing a business. It will cover the lifecycle of a transaction from the first steps of dealing with brokers, the execution of NDA's and the Letter of Intent, through financial disclosures, due diligence, and negotiations surrounding the definitive agreements, and will end with a discussion on closing and post closing issues. This presentation will include a discussion of the joint efforts of attorneys and accountants working on the various tax considerations (including sales/use tax, federal and state tax concerns, payroll, new 83(b) elections, assumption/cancellation of options, election under IRC Section 338(h)(10) and tax-free transactions under Section 368)., Karen Shapiro, Eric Rollinger and Mark Schweighofer to speak to the Maryland Association of CPAs, 2012
- Calculating distributable net income, making estimated payments, choosing fiscal years for estates – these are only some of the challenges facing the fiduciary income tax practitioner. In this program, led by David Torchinsky and Eric Rollinger, attendees get the practical information they need to prepare federal fiduciary income tax returns for trusts and estates. At this workshop participants will actually work through a set of fiduciary income tax problems. Each problem, based on a hypothetical estate or trust, will illustrate the completion of the entity’s fiduciary income tax return and the tax consequences to the beneficiaries. Attendees will examine a completed Form 1041 and have the opportunity to ask questions and discuss key concepts in depth – including the total return concept, combining a decedent’s living trust with the decedent’s estate for a single return and use of more flexible estate tax rules. The problems illustrate how the allocation of estate deductions affects the tax liability of the estate or trust and the beneficiaries. The program materials include expanded discussion of several tax concepts and planning suggestions to help minimize taxes., David Torchinsky and Eric Rollinger to present Maryland & Federal Fiduciary Course, 2012
- Family law attorneys may find themselves in unfamiliar territory when faced with divorcing a husband and wife who own a business together. In most cases, continuing joint ownership of a business after divorce is not feasible. So what do you do with the business? Karen Shapiro and Eric Rollinger will provide insight on the various possibilities including one spouse buying out the other, a sale to a third party and dissolution. Karen will start with a basic discussion about the different types of entities, the governing documents for each and the types of documents you'll want to make sure you get in discovery. Eric will discuss issues around valuing the business. They will also address other obstacles for divorcing couples who jointly own a business such as employment, benefit, and alimony issues., Divorcing Husbands, Wives and Businesses CLE Seminar, 2012
- Andrew Schwartz and Eric Rollinger will be speaking at the Collaborative Dispute Resolution Professional’s practice group meeting on November 28. Their presentation will cover business issues, including topics such as valuation and business start-ups and dissolutions., Collaborative Dispute Resolution Professionals’ Practice Group Meeting, 2011
- The irreconcilable contradictions between the federal and state laws pertaining to medical cannabis businesses place CPAs and other professionals in a legal quandary. In Maryland, these issues will soon take center stage in the coming months as medical marijuana businesses begin operating in the state. Eric's and Jeremy's article addresses key questions surrounding cannabusinesses for the 2016 tax year., Co-author, Look Before You Leap: Assessing the Shifting Legal Landscape for CPAs Servicing the Medical Marijuana Community, MACPA's Statement, 2016
- "Child-related Tax Issues in Divorce: What are They and What Do You Do with Them?", Speaker, Family Law Section Of The Bar Association Of Montgomery County, Maryland, 2016
- "Representing the Troubled Taxpayer," presented to financial professionals, 2015
- "Alternative Minimum Tax," presented to financial professionals, 2015
- "Tax Planning for Taxpayers with Goverment Stipends and Grants", Speaker, Army Research Lab, 2015
- "Tax Audit Best Practices", Core Networking Group, 2015
- "Effective Use of Expert Witnesses", Speaker, Maryland State Bar Association, 2015
- "Divorce and Taxes: Who Claims the Kids?", Author, Bethesda Beat, 2016
Other Outstanding Achievements:
- Co-Captain University of Wisconsin-Whitewater Men's Intercollegiate Tennis Team, 2002
Office location for Eric J. Rollinger
1101 Wootton Pkwy
Suite 700
Rockville, MD 20852
Selections
3 Years Super Lawyers
9 Years Rising Stars
- Super Lawyers: 2023 - 2025
- Rising Stars: 2012 - 2020