Our Tax Practice Group advises clients on a broad range of federal, state and local tax matters. We also represent clients in tax examinations and controversies before the Internal Revenue Service and state and local tax authorities.
Business and Investment Transactions
In addition to general tax planning, we offer transactional tax advisory services to the firm’s clients. Our practice group collaborates with other departments within the firm on tax issues involved in structuring business and investment transactions such as real estate development, mergers and acquisitions, corporate and partnership formations, and business reorganizations.
We have extensive experience in the formation of tax-exempt organizations, especially matters involving unrelated business taxable income and investments. Our clients include educational organizations, private foundations and charities.
Estate and Gift Tax Planning
Our practice group works closely with the firm’s Trusts and Estates Practice Group to meet the needs of the firm’s individual clients for estate and gift tax planning, as well as the business succession planning requirements of owners of closely-held businesses.