Tax Law

Tax Law Practice

Issues of taxation are present in all aspects of your individual and business lives. We advise clients on a broad range of federal and state tax matters, helping them navigate the complexities of ever-changing tax laws and tax regulations. These changes can have a significant and lasting impact on your estate plan and your family’s wealth. We anticipate the impact of these changes and take important steps today to protect your wealth and the ones you love well into the future.

Our tax attorneys and tax professionals are involved in tax planning for individuals, privately held businesses and their owners, in the development of tax efficient estate plans, and in trust and estate administration. Attorneys in our tax practice also represent taxpayers during IRS audits and examinations, in controversies with tax authorities and in U.S. Tax Court.

Business Tax Consulting and Succession Planning

We provide tax planning and compliance services for businesses and their owners, offering guidance on tax issues affecting privately held businesses, business owners, and high-net-worth individuals.

Our attorneys work with business owners on transfer of ownership and succession plans, navigating tax, business, and trust and estate laws to ensure that each business succession plan is consistent with the intent of the owner.

Throughout our planning, we seek to develop thoughtful solutions to issues related to family business succession, second marriages, and dependents.

Estate and Gift Tax Planning

In developing estate and asset protection plans for clients, we remain mindful of the tax consequences of their estate plan. Our tax and estate planning attorneys work to develop wealth transfer plans that minimize the tax impact of income, gift, estate and generation-skipping transfer taxes. We utilize traditional and sophisticated tax planning tools, to include trusts, to ensure that your personal matters and financial affairs are appropriately structured.

We also work with clients to help them realize their charitable objectives by structuring charitable giving plans. We advise clients on the tax implications of charitable gifts and on the creation of charitable trusts.

Trust and Estate Administration

We counsel executors, trustees, beneficiaries and individuals on income tax issues that arise during the course of trust and estate administration. We work with executors and trustees on tax planning for probate tax, federal estate tax, and federal and state income taxes, and prepare applicable fiduciary and individual income tax returns.

Tax Controversy

Our tax attorneys assist clients in resolving income tax disputes with the IRS at the audit and examination stage, in tax resolution matters, tax court, and on appeal. We provide guidance concerning tax collections, noncompliance, collection due process hearings, making offers in compromise, and negotiating settlements.