Tax

COMPREHENSIVE TAX SOLUTIONS

Our tax attorneys provide strategic guidance on complex and evolving tax matters. Our team includes attorneys with a master of laws (LLM) in taxation as well as a certified public accountant (CPA), ensuring a well-rounded approach to tax planning, compliance, and dispute resolution.

We help businesses and individuals with:

• Structuring tax-efficient transactions and business operations
• Planning for mergers, acquisitions, and cross-border investments
• Drafting shareholder, joint venture, and operating agreements
• Regulatory compliance, including rulings and determination letters
• Resolving tax disputes at the international, federal, state, and local levels
• Supporting tax-exempt organizations from formation through operational compliance

Our experienced team regularly navigates complex tax laws, simplifying the process for our clients while delivering practical, business-focused solutions. We often represent clients in federal, state, and local tax matters, including income, franchise, property, sales/use tax, and unclaimed property disputes.

M&A AND TRANSACTIONAL TAX SUPPORT

Mergers and acquisitions (M&A) transactions and cross-border investments require thoughtful tax planning, but with the right guidance, they can be navigated with confidence. We structure every aspect of a transaction to minimize risk and maximize value. From due diligence through post-closing integration, we help you address challenges and implement tax strategies aligned with your business goals.

Mergers & Acquisitions Tax Planning

We help clients structure transactions that reduce tax exposure and support strategic growth.

• Structuring tax-efficient transactions for buyers and sellers
• Conducting due diligence to identify tax risks and opportunities
• Evaluating purchase structures for optimal tax outcomes
• Advising on taxable and tax-free reorganizations

Corporate & Transaction Structuring

Our team provides practical guidance on structuring and documenting business operations.

• Advising on corporate reorganizations and entity restructuring
• Developing and reviewing operating agreements for all business structures
• Drafting and negotiating private equity fund agreements
• Advising on REIT tax structuring, compliance, and opinions
• Structuring joint ventures with tax-sensitive investors
• Reviewing S-Corporation shareholder agreements
• Guiding entity selection for tax efficiency

Inbound Investment & International Tax

We support foreign investors and multinational clients with cross-border tax strategy and compliance.

• Developing U.S. tax strategies for foreign investors
• Ensuring compliance with tax treaties and regulations
• Advising on transfer pricing and profit repatriation strategies

TAX CONTROVERSY & DISPUTE RESOLUTION

Our team has extensive experience helping clients navigate tax audits, negotiate settlements, secure penalty and interest relief, and address collection efforts.

We offer strategic guidance on:

• Resolving state, local, and IRS tax disputes
• Managing cross-border tax compliance
• Addressing post-transaction tax disputes
• Defending challenges to tax-exempt status

ADDITIONAL TAX SERVICES

Beyond transaction-focused services, we offer a full range of tax planning, compliance, and advisory support, including:

• Preparing tax opinions and ruling requests
• Drafting choice of entity and tax allocation agreements
• Structuring like-kind exchanges and tax payment arrangements
• Ensuring state and local tax compliance (income, sales/use tax)
• Providing aerospace tax planning and compliance
• Preparing income, gift, estate, and fiduciary tax returns

Our tax professionals work seamlessly with other service groups to deliver clear, practical solutions to even the most nuanced issues, allowing you to focus on protecting your assets, growing your business, and planning for the future.