– Transactional Tax Planning: Analysis, Research & Consultation
Wealth Transfer and Estate Tax Planning
Business Formation, Sale or Dissolution
– Tax Controversy and Audit Representation

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.