A. Tax Preparation

The firm will provide advanced income tax planning advice to clients to assist them in reducing their federal and state income tax. The staff CPA’s are then able to prepare the clients’ federal and state personal and business income tax returns with a full understanding of the attorneys’ tax planning strategies. In this regard the firm is unique in that you are able to obtain legal and income tax services under the same roof, thereby eliminating differing opinions amongst your professionals that more often than not result in adverse consequences to the client. Fiduciary, estate and gift tax returns will be prepared by staff CPA’s in concert with the trust and probate practice.

B. Tax Planning

Our attorneys provide sophisticated, complex tax planning and structuring for businesses, individuals, tax-exempt organizations and international ventures of all sizes and in respect of a wide variety of industries. Proper structuring of tax matters is a critical part of doing business, and our tax attorneys serve as an integral part of our clients’ transactional team. Our tax attorneys work closely with colleagues in the Employment, Corporate and Securities and Real Estate Groups in structuring a wide variety of complex business relationships.

We are adept at organizing, structuring and negotiating partnership agreements and limited liability company agreements, as well as, structuring the most tax efficient methods for distributing and/or selling of assets by these entities, redemption of ownership interests, and the use of partnerships and limited liability companies in connection with complex estate planning strategies.

In addition, our tax attorneys provide comprehensive counsel to non-profit and charitable organizations, advising on the technicalities of federal and state tax exemption, tax-exempt financing, unrelated business income taxation and non-profit corporate governance. We represent a broad range of tax-exempt entities, including in particular, healthcare organizations, private schools and other educational organizations.

C. International Tax

Our tax lawyers have extensive experience advising clients in complex international cross-border transactions, assisting them to obtain the most tax efficient structures for cross border business operations. Our attorneys advise on a broad range of international tax matters, including for U.S. and non-U.S. based businesses, structuring both inbound and outbound transactions, and handling tax controversies involving international transactions before the U.S. Internal Revenue Service.