Federal Taxation

Federal taxation impacts every phase of life from the operation of businesses and consummation of commercial transactions, to post-mortem estate planning, and is subject to constant change.

Some of the firm’s major areas of experience include income tax planning for individuals and businesses and estate planning.  The firm also regularly represents clients in controversies with the Internal Revenue Service. 

The firm’s tax attorneys represent small and large for-profit and not-for-profit business organizations of all types including health care providers, religious and educational groups, non-profit associations, and governmental entities.  They routinely provide tax advice and representation to privately held and publicly traded local, state, multi-state and multi-national businesses.  They are regularly involved in the tax aspects of organizations, mergers, acquisitions, and dispositions of all types of entities, including “C”corporations, “S” corporations, cooperatives, foreign service corporations, limited, general, and limited liability partnerships, and limited liability companies.

The firm is experienced in retirement and benefit planning, including qualified and non-qualified plan techniques and planning for the elderly and individuals with substantial wealth.  The firm has a considerable understanding of issues involving estate planning techniques, including the use of trusts, charitable giving, generation skipping transfers, family limited partnerships, and other sophisticated wealth transfer techniques.

The firm’s tax attorneys regularly appear in administrative forums, trial courts and the appellate courts, including the systems of the Internal Revenue Service and U. S. Tax Court.