Our Tax Group provides comprehensive tax planning and advice for businesses and individuals. We advise clients on federal, state, local and international tax matters, and assist them with tax audits, appeals to administrative agencies and court litigation.
In addition to tax proficiency, all of our group’s attorneys have corporate and general business law experience, which allows us to better meet all of our clients’ business needs.
We also work closely with our clients’ accountants and financial advisors to structure transactions, comply with tax reporting, and promote client interests. Likewise, we work closely with attorneys outside of our group to ensure that our tax advice is consistent and integrated with transactions our firm is working on for other clients.
Specific Experience
- Business Transactions
We assist clients in achieving business objectives while minimizing their tax costs. Such clients include sole proprietorships, corporations, partnerships and limited liability companies, and range in size from small enterprises to publicly-traded companies. We also assist businesses in negotiating, structuring and documenting business transactions, including:
- common and preferred stock offerings
- corporate mergers
- acquisitive and divisive reorganizations
- recapitalizations
- redemptions
- complete and partial liquidation transactions
Click here for more information on our Business Practice
- Employee Benefits & Compensation Planning
We draft, structure and review qualified pension, profit-sharing and ESOP plans and nonqualified deferred compensation arrangements, including qualified and nonqualified stock options. We are also experienced with the “golden parachute” provisions of tax laws that commonly arise in mergers and acquisitions.
Click here for more information on our Employment Rights, Benefits & Labor Practice.
- Federal Income Tax
We provide tax advice in connection with establishing business entities, asset purchases, mergers and acquisitions, corporate reorganizations and venture financings. We also advise individuals on personal income tax issues, including charitable giving and business succession problems, and assist buyers and sellers in structuring tax deferred like-kind Section 1031 exchanges.
- Real Estate Transactions
We work closely with the firm’s Real Estate Group when advising clients with respect to tax issues in real estate matters and transactions. Together, we work to structure and document real estate transactions, including public and private real estate syndications, like-kind exchanges, and workout transactions.
Click here for more information on our Real Estate Practice.
- Succession Planning
Our Group advises clients regarding succession strategies with a focus on transferring business ownership to other family members, management groups and third-party purchasers in a tax-effective manner.
- Tax-Exempt Organizations and Foundations
We are regularly involved with exempt organization matters, including:
- initial qualification for exemption
- avoiding private inurement and intermediate sanctions
- unrelated business income tax planning
- private foundation compliance
- joint ventures with for-profits
- conversions to and from exempt status
- maintenance of tax-exempt status where an organization engages in for-profit activities
- executive compensation arrangements
