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Tax Planning and Services


Tax Services 

In addition to exchange services, our tax attorney's have significant experience in the areas of Tax Planning, representing taxpayers before Federal, state and local tax authorities, business transactions including the formation, operation and windup of business entities, as well as the acquisition and sale of assets and business units.

Why is this important?

Because in structuring exchanges, there are often significant non-exchange issues that need to be resolved as well. You deserve superior advice and guidance along with your exchange services.

Tax Planning

The best tax result, including structuring the transaction to obtain the lowest rate of tax, as well as the lowest tax or no tax. Whether your time horizon is next week, next year or the next generation, we can design the best strategy for your transactions.

Business Transactions

  • Acquisition of assets or businesses.
     
  • Sale of assets or businesses.
     
  • A new investor or increasing your net investment in a business.
     
  • Exiting the business, either as a redemption, sale to another party or transfer to another party.
     
  • Split up and divisions of businesses and assets to assure the maximum benefit.
     
  • Reorganization of the business to change the capital structure, financial structure, or ownership structure, or merge with another business.

  • Succession planning to transfer the business to family members, long-time associates, or unrelated parties.

Tax Audits, Appeals, Litigation. Representation of a client before a tax agency goes far beyond filing a power of attorney and meeting the agent. Representation involves deep subject matter expertise and significant long time expertise at all levels of the government.

Why does this matter? In structuring an exchange, we know what the IRS is looking for and how to defend an exchange successfully. Our strategies are based on long experience and expertise, not by perusing the internet.

Tax Opinions and Private Letter Rulings. We provide tax opinions backing up our advice and strategy to protect our client's from IRS challenge to their transaction. Upon request, we prepare Private Letter Rulings with the IRS to gain advance approval for areas that lack guidance.