Tax

Our vigilant attention to industry trends and deep knowledge of tax case law come together to support small to medium-sized businesses through services that address:

• Employee Benefits and Executive Compensation
• Employee Stock Ownership Plans (ESOP)
• Opportunity Zone Transactions
• Succession Planning for Closely-Held Businesses
• Tax Controversy and Litigation
• Tax Credits and Special Incentives
• Tax Planning for Business Transactions
• Tax-Exempt Organizations and Charitable Giving
• Trust, Estate, and Family Wealth Planning

Understanding the nuts and bolts of tax matters–and the importance of reporting–allows us to intentionally counsel on any given tax situation. Our clients will never hear “don’t worry, you’ll never get audited” from our team, as those words neither protect nor inform. Having represented taxpayers in state and federal court and in front of the IRS, we know how to advise clients in some of the most challenging situations their businesses can ever encounter.

Counsel on tax matters extends beyond the buying and selling of property and businesses. We support tax deals, provide tax advice and resolve IRS legal disputes with an eye on transparency and risk mitigation. Many clients engage our tax attorneys to review partnership and shareholder agreements for language that could create economic discrepancies or later cause issues on tax returns. In all cases, we earn our clients’ trust every day with counsel that achieves the best possible tax outcomes for their businesses.