Tax
Tax & employee benefits: transactions, planning, consulting, & controversy
Our clients rely on our experience to guide them through the tax aspects of various transactions, including mergers, acquisitions, joint ventures, reorganizations, and spin-offs. We represent clients in tax controversies involving the Internal Revenue Service, state, and local tax authorities. When disputes arise, we handle tax authority internal appeals, and matters before the U.S. Tax Court, federal and state trial and appellate courts, and administrative boards.
We also advise employers on employee benefits, executive compensation, and employee benefit plan matters.
In addition, we counsel privately held companies, executives, and high net worth individuals in income, estate, and gift tax planning, business succession, and wealth preservation.
Types of clients served
Our clients include Fortune 500 companies, privately-held companies, U.S. subsidiaries of international companies, private equity funds and portfolio companies, and high net worth individuals.
Helping clients through our wide and deep tax experience
Leveraging our extensive tax experience, we offer a range of services including 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. We offer crucial insights to issuers, underwriters, and placement agents in the tax aspects of capital market issuances, redemptions, solicitations, and restructuring.
We also represent public and private real estate investment trusts (REITs), institutional real estate investors, real estate fund managers, and developers. We advise on structuring real estate investments and on indirect tax aspects of real estate transactions, including complex like-kind exchange transactions.
Our team handles reviewing proposed transactions, structuring, negotiation, and documentation of transactions and overseeing transaction implementation.
We represent 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. We also represent real estate owners and developers in planning property acquisition, ownership, syndication, development, recapitalization and disposition. We represent 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.
We represent taxpayers in controversies involving the IRS, state Departments of Revenue, and county tax offices, including litigation 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
Our tax services include tax transactions, consulting, executive compensation, ERISA and employee benefits, tax controversy, state and local tax, private client services, public and private debt, equity-related instruments, and strategic tax planning for businesses.
Our strengths include
Types of clients served
Our clients include Fortune 500 companies, privately-held companies, U.S. subsidiaries of international companies, private equity funds and portfolio companies, and high net worth individuals.
Helping clients through our wide and deep tax experience
Leveraging our extensive tax experience, we offer a range of services including 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. We offer crucial insights to issuers, underwriters, and placement agents in the tax aspects of capital market issuances, redemptions, solicitations, and restructuring.
We also represent public and private real estate investment trusts (REITs), institutional real estate investors, real estate fund managers, and developers. We advise on structuring real estate investments and on indirect tax aspects of real estate transactions, including complex like-kind exchange transactions.
Our team handles reviewing proposed transactions, structuring, negotiation, and documentation of transactions and overseeing transaction implementation.
We represent 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. We also represent real estate owners and developers in planning property acquisition, ownership, syndication, development, recapitalization and disposition. We represent 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.
We represent taxpayers in controversies involving the IRS, state Departments of Revenue, and county tax offices, including litigation 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
Our tax services include tax transactions, consulting, executive compensation, ERISA and employee benefits, tax controversy, state and local tax, private client services, public and private debt, equity-related instruments, and strategic tax planning for businesses.
- 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
