General Tax Services …
• Guidance and analysis to assist in negotiation and execution of transactional matters
• Tax research and counseling to minimize federal, state and local tax consequences
• Tax counsel for property tax issues related to changes in ownership or other transfers of real estate
• Purchase and sale agreement drafting, re-evaluation, and revision
• Audit and appeal support/representation before all tax authorities
• Advice regarding proper and effective use of disregarded entities and tenancies-in-common
Corporate (C-Corp) Tax Services …
• Mergers, acquisitions, divisions and other reorganizations; including related tax implications
• Minimization of double taxation
• Stock options and related planning
• Analysis regarding expenditure capitalization vs. immediate deduction
• Planning and counsel regarding net operating losses
Corporate Passthrough (S-Corp) Tax Services …
• S Corporation eligibility evaluation and guidance
• Shareholder agreement drafting, re-evaluation, and revision
• Planning and management for built-in gains, allocations, stock basis, and debt repayments
• Guidance in sale of business transactions involving stock, asset, debt and/or installment requirements
• Analysis regarding business bad debt, interest expense, and cancellation of indebtedness issues
Partnership and Limited Liability Company (LLC) Tax Services …
• Partnership and operating agreement drafting, re-evaluation, and revision
• Mergers, dissolutions, and conversions; including related tax implications
• Partner/member addition or removal
• Limited Liability Partnership (LLP) formation and dissolution
• Planning and guidance related to special allocations, guaranteed payments and distributions
• Planning and management related to Family Limited Partnerships (FLP)
Individual Tax Services …
• Individual income tax optimization planning
• Estate tax planning; including trust drafting, re-evaluation, and revision
• Planning related to capital gains, passive activity losses, and related basis and at risk issues
• Tax counsel for sale of property; principal residence, vacation home, investment or rental property
• Guidance related to the litigation recoveries or settlement proceeds; tax issues, withholdings, etc.