Our transactional tax planning services include:
- Advanced ruling requests and IRS audits
- Corporate stock and asset sales
- Estate planning
- Mergers, acquisitions and reorganizations
- Partnership and LLC planning
- Planning for day-to-day corporate transactions
- Real property planning and strategies
- Succession planning and key employee retention
Real Property Planning
We provide transactional tax planning for real property development and investment, structure tax deferral opportunities such as like-kind exchanges, provide advice regarding special use entities to achieve the lowest tax rates and consultations related to real property transfer taxes, uncapping and homestead exemptions as well as other strategies to reduce or defer taxation.
Partnership and LLC Planning
We offer planning opportunities including structuring the purchase, sale or liquidation of the entity to minimize adverse tax effects; provide strategies to avoid immediate taxation on transfer of interests; and address the appropriate method to maximize deductions and loss flow-through to individual partners or members.
Mergers and Acquisitions, Sales and Operations
There are opportunities to restructure your company on a tax-free basis. Our transactional tax planning advisors can help you determine if you may qualify. We can also help you structure the sale of your company in the most tax efficient manner as well as deal with day-to-day transactions that may have substantial tax consequences. Learn more.
We offer strategies to minimize estate, gift, income and generation skipping taxes using sophisticated planning techniques. Learn more.
Advanced Ruling Requests and IRS Audits
We are experienced in obtaining prior IRS approval on complex and novel transactions. We also have extensive experience in representing clients before the IRS.
Succession Planning and Key Employee Retention
We offer professional advice in structuring buy-sell agreements in the context of business continuation and estate liquidity. We also provide consultations regarding various methods of rewarding and retaining key employees.