Randy Kaltenmark concentrates his practice on estate planning, tax planning, and controversies involving federal, state, and local taxes, as well as estate and trust administration. His clients include high-net-worth families, business owners, executives, fiduciaries, and business entities.
Randy works closely with clients to develop tax-efficient estate plans for their assets. His work includes estate and trust administration, including probate, the preparation and audits of estate and gift tax returns, and advising on family governance, family office formation, business succession, and tax-efficient wealth transfer strategies.
Experience
- Advised cloud computing business concerning sales and use tax issues in multiple states, including nexus, sale of service vs. product, taxability, sourcing and voluntary disclosure issues.
- Advised family office concerning the formation of Series LLCs used to invest in private equity and operation and hedge funds including securities tax and risk compliance.
Credentials
Education
- Indiana University-Bloomington, J.D., 1996, cum laude
- Valparaiso University, B.A., 1993, summa cum laude, with honors
Bar Admissions
- Indiana
- Illinois
Court Admissions
- Indiana Supreme Court
- Indiana Tax Court
- U.S. District Court for the Central District of Illinois
- U.S. District Court for the Northern District of Indiana
- U.S. District Court for the Southern District of Indiana
- U.S. Tax Court