Idea Exchange
Tax
Tax & employee benefits: transactions, planning, consulting, & controversy
- Our clients rely on our experience to advise on tax aspects of transactions (including mergers, acquisitions, joint ventures, reorganizations, spin-offs, and other business transactions).
- We represent clients in tax controversies involving the Internal Revenue Service as well as state and local tax authorities.
- When clients find themselves in tax disputes, we represent them in tax authority internal appeals, the U.S. Tax Court, and federal and state trial and appellate courts and administrative boards.
- We advise business clients on employee benefits, executive compensation, and employee benefit plan matters.
- We counsel privately held companies, executives, and high net worth individuals with respect to income, estate, and gift tax planning, business succession, and wealth preservation.
Types of clients served
- Fortune 500 companies
- Privately-held companies
- U.S. subsidiaries of international companies
- Private equity funds and portfolio companies
- High net worth individuals
Helping clients through our wide and deep tax experience
- Regularly advising buyers, sellers, and private equity funds on the tax aspects of mergers, acquisitions, joint ventures, spin-offs, split-offs, and other business combination and divestiture transactions
- Guiding issuers, underwriters, and placement agents in tax aspects of capital market issuances, redemptions, solicitations, and restructurings
- Representing public and private real estate investment trusts (REITs), institutional real estate investors, and real estate fund managers, and developers
- Advising on structuring of real estate investments and on indirect tax aspects of real estate transactions, including complex like-kind exchange transactions
- Regularly advising business clients on employee benefits, executive compensation, and employee benefit plan matters
- Working with our estate planning and private client group to advise privately held companies, executives, and high net worth individuals with respect to income, estate, and gift tax planning, business succession, and wealth preservation
- Reviewing proposed transactions, structuring, negotiation, and documentation of transactions and overseeing transaction implementation
- Representing investment banks with securities and commodities transactions, utility ownership and investment, principal investment in portfolio companies and investment partnerships, contractual relations with counterparties, vendors and clients, and broker-dealer operations; real estate owners and developers in planning property acquisition, ownership, syndication, development, recapitalization and disposition; investment funds in all stages of planning, formation and operation; mass market online, mail order and brick-and-mortar retailers in connection with their day-to-day compliance and operations; and prospective recipients of state and local tax and economic development incentives
- Representing taxpayers in controversies involving the Internal Revenue Service, state Departments of Revenue, and county tax offices, including litigating matters in federal district and circuit courts, the U.S. Tax Court, state trial and appellate courts, and state and local property tax boards and commissions
Our team provides clients with a wide scope of comprehensive and trusted tax services
- Tax transactions and consulting
- Executive compensation, ERISA, and employee benefits
- Tax controversy
- State and local tax
- Private client services
- Public and private debt, high-yield debt, bonds, common and preferred stock, options, debentures, equity-linked notes, credit-linked notes, convertible and exchangeable instruments, swaps, forward contracts, collars and various tax-advantage securities
- Evaluating business operations, reviewing tax planning initiatives, multistate corporate structures and filing profiles, credit facilities and corporate structure, and creating tax efficiency strategies
Our strengths include
Types of clients served
- Fortune 500 companies
- Privately-held companies
- U.S. subsidiaries of international companies
- Private equity funds and portfolio companies
- High net worth individuals
Helping clients through our wide and deep tax experience
- Regularly advising buyers, sellers, and private equity funds on the tax aspects of mergers, acquisitions, joint ventures, spin-offs, split-offs, and other business combination and divestiture transactions
- Guiding issuers, underwriters, and placement agents in tax aspects of capital market issuances, redemptions, solicitations, and restructurings
- Representing public and private real estate investment trusts (REITs), institutional real estate investors, and real estate fund managers, and developers
- Advising on structuring of real estate investments and on indirect tax aspects of real estate transactions, including complex like-kind exchange transactions
- Regularly advising business clients on employee benefits, executive compensation, and employee benefit plan matters
- Working with our estate planning and private client group to advise privately held companies, executives, and high net worth individuals with respect to income, estate, and gift tax planning, business succession, and wealth preservation
- Reviewing proposed transactions, structuring, negotiation, and documentation of transactions and overseeing transaction implementation
- Representing investment banks with securities and commodities transactions, utility ownership and investment, principal investment in portfolio companies and investment partnerships, contractual relations with counterparties, vendors and clients, and broker-dealer operations; real estate owners and developers in planning property acquisition, ownership, syndication, development, recapitalization and disposition; investment funds in all stages of planning, formation and operation; mass market online, mail order and brick-and-mortar retailers in connection with their day-to-day compliance and operations; and prospective recipients of state and local tax and economic development incentives
- Representing taxpayers in controversies involving the Internal Revenue Service, state Departments of Revenue, and county tax offices, including litigating matters in federal district and circuit courts, the U.S. Tax Court, state trial and appellate courts, and state and local property tax boards and commissions
Our team provides clients with a wide scope of comprehensive and trusted tax services
- Tax transactions and consulting
- Executive compensation, ERISA, and employee benefits
- Tax controversy
- State and local tax
- Private client services
- Public and private debt, high-yield debt, bonds, common and preferred stock, options, debentures, equity-linked notes, credit-linked notes, convertible and exchangeable instruments, swaps, forward contracts, collars and various tax-advantage securities
- Evaluating business operations, reviewing tax planning initiatives, multistate corporate structures and filing profiles, credit facilities and corporate structure, and creating tax efficiency strategies
- Depth of experience in sophisticated tax transactions and planning
- Skilled advocates in federal and state tax controversies
- Practical business mindset
- Accessibility and responsiveness
- Proactive and creative approach
