Tax Planning

Our tax practice assists individual and corporate clients in addressing tax and related issues by developing proven and practical strategies.  Our focus on proactive planning, coupled with our commitment to providing each client with superior service over the life of your business and beyond, set us apart as much more than just a law firm. As laws, regulations, and circumstances change, we will help you navigate the changing times and fight for your rights and interests when they are threatened.

We counsel on international, federal, and state tax issues that arise in general business operations, as well as commercial real estate and business transactions. Our tax attorneys create tax-efficient structures and provide innovative, practical solutions to the tax issues that challenge our clients.

In addition, we provide a wide array of specialized advisory and strategic services for our clients:

  • Retirement Plans (401k, Defined Benefit/Cash Balance, ESOP)
  • Retained Earnings Issues
  • Buy Sell Agreements
  • Series LLCs
  • Conversions
  • Executive Compensation
  • IC DISCs
  • Employment Tax
  • Incentive Based Compensation
  • Non-Qualified Benefits (Cafeteria, MERP, VEBA, Deferred Comp)
  • Options
  • Mergers and Acquisitions
  • 831b Small Business Insurance Captives
  • 482 Transfer Pricing Issues
  • Employee Benefits (Heath Insurance)
  • IT Credits
  • Exit Strategies
  • Asset Protection Planning
  • Compliance with the Affordable Care Act for Individuals and Companies