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John Montague

Senior Associate
Washington, D.C.

John Montague

John Montague helps clients navigate complex areas of tax and nonprofit corporate law. He has broad experience advising both for-profit and nonprofit clients on a range of tax matters. In addition, he regularly provides corporate and regulatory guidance to tax-exempt organizations, including universities, hospitals, and private foundations. John has successfully represented clients in tax controversy matters, including audits and appeals before the IRS and in litigation in the U.S. Tax Court and other federal and state courts.

John maintains an active pro bono practice, providing tax and corporate advice to a number of small nonprofits serving communities in the District of Columbia.

Prior to joining Hogan Lovells, John served as a law clerk to The Honorable Thomas B. Wells of the U.S. Tax Court.

Practices

Industries

Representative Experience

Represent tax-exempt hospitals and universities in restructurings, mergers, joint ventures, and other strategic transactions.

Advise tax-exempt organizations on minimizing exposure to unrelated business income tax.

Create corporate documents for new nonprofit organizations, including applications for tax exemption with the IRS and state tax authorities.

Advise private foundations on compliance with restrictions on self-dealing, excess business holdings, and investments.

Advise large public companies on the tax aspects of mergers, acquisitions, and spinoffs.

Represent clients in obtaining Private Letter Rulings from the IRS.

Education and admissions

Education

  • J.D., University of California, Berkeley, School of Law, 2010
  • B.A., with distinction, Phi Beta Kappa, University of Virginia, 2003

Memberships

  • Member, Tax Section, American Bar Association

Bar admissions and qualifications

  • District of Columbia
  • Virginia

Court admissions

  • U.S. Tax Court

Latest thinking and events

Published Works

Fair Market Value and Uncertainty Regarding Highest and Best Use

143 Tax Notes 1425
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