Our Tax Advice practice area is dedicated to providing expert legal counsel and strategic solutions across the full spectrum of tax-related matters. Our team of experienced tax attorneys offers in-depth knowledge and comprehensive services to a diverse clientele, including corporations, partnerships, nonprofits, individuals, and government entities.
Services Offered
Corporate & Business Taxation:
Tax Planning & Compliance:
Comprehensive tax planning services to optimize tax efficiency and ensure compliance with federal, state, and international tax laws.
Mergers & Acquisitions:
Advising on the tax implications of M&A transactions, including due diligence, structuring, and post-transaction integration to maximize tax benefits.
Corporate Restructuring:
Guidance on tax-efficient corporate restructurings, including spin-offs, mergers, and liquidations.
International Taxation:
Cross-Border Transactions:
Expert advice on the tax aspects of cross-border transactions, including transfer pricing, tax treaties, and international tax compliance.
Global Mobility:
Assistance with tax planning for expatriates and international employees, including tax equalization policies and compliance with global tax obligations.
Foreign Tax Credits & Incentives:
Maximizing benefits from foreign tax credits and international tax incentives to reduce overall tax liability.
Tax Controversy & Litigation:
Audit Defense:
Representation in tax audits and examinations by the IRS and state tax authorities, including preparation and negotiation of audit responses.
Tax Litigation:
Skilled representation in tax disputes at the federal, state, and local levels, including administrative appeals, court litigation, and alternative dispute resolution.
Voluntary Disclosures:
Assistance with voluntary disclosure programs to rectify past non-compliance and minimize penalties.
Employee Benefits & Executive Compensation:
Qualified Plans:
Advising on the design, implementation, and compliance of qualified retirement plans, including 401(k) and pension plans.
Non-Qualified Plans:
Guidance on non-qualified deferred compensation arrangements, including stock options, restricted stock, and phantom stock plans.
Executive Compensation:
Structuring executive compensation packages to align with tax regulations and corporate objectives.
Estate & Trust Taxation:
Estate Planning:
Comprehensive estate planning services to minimize estate and gift taxes, including the use of trusts, charitable giving, and family limited partnerships.
Trust Administration:
Advising trustees on the tax aspects of trust administration, including fiduciary income tax returns and distribution planning.
Wealth Transfer Strategies:
Developing tax-efficient strategies for wealth transfer to future generations, including generation-skipping transfer tax planning.
Tax-Exempt Organizations:
Formation & Compliance:
Assistance with the formation of tax-exempt organizations, including securing and maintaining 501(c)(3) status and ongoing compliance with IRS regulations.
Unrelated Business Income Tax (UBIT):
Advising on UBIT issues to ensure compliance and optimize the tax position of tax-exempt entities.
Charitable Giving:
Structuring charitable giving programs to maximize tax benefits for donors and recipient organizations.
Innovative & Specialized Services:
Tax Credits & Incentives:
Identifying and securing tax credits and incentives, including R&D credits, energy credits, and state and local incentives.
Digital Economy:
Expertise in the tax implications of the digital economy, including e-commerce, digital assets, and cryptocurrency transactions.
Environmental, Social, and Governance (ESG):
Advising on the tax aspects of ESG initiatives, including sustainable investments and green tax incentives.