Tax

Taxation is an important factor in everything from choosing a business structure, to creating a plan for retirement, to deciding where and how much to give charitably.

We have experience in both federal and state taxation, transactional tax planning, individual income and estate tax planning, tax controversies, planning for tax-exempt entities, and low income housing tax issues. We represent banks, real estate development companies, manufacturers, municipalities and state agencies issuing tax-exempt bonds, low income housing tax credit developers, large nonprofit entities including hospitals and foundations, as well as other types of businesses and individuals. Several of us also are certified public accountants or have graduate degrees in taxation.

In addition to direct legal services, we also provide:

• Regular updates, via email newsletters, on recent developments in tax law changes
• Tax planning seminars, available by appointment for small groups

Our tax practice includes:

• Transactional tax planning, including advising on the tax implications of mergers and acquisitions for all types of business entities
• Tax planning for start-up companies
• Individual income and estate tax planning
• Formation and tax planning for all types of business entities, including corporations (including “S” corporations), partnerships, and limited liability companies
• Planning for tax-exempt entities
• Tax controversies
• Tax planning for Opportunity Zone investments, including the formation of qualified opportunity funds