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Tax Strategies

GLANKLER BROWN HAS EXTENSIVE EXPERIENCE IN A WIDE VARIETY OF TRANSACTIONAL MATTERS INVOLVING A MULTITUDE OF COMPLICATED FEDERAL, STATE AND LOCAL TAX ISSUES.

Our tax lawyers work closely with attorneys from each of the other Sub-Practice Groups within Glankler Brown’s Business, Tax and Estate Planning Practice Group. This enables us to tailor our services to the needs of each client, and to develop and implement tax efficient strategies to provide substantial value to the client’s transactions in which we are involved. In addition to representing both businesses and individuals in connection with all aspects of federal and state tax controversies, including preparation for audits and representation during audits and proceedings in front of state and local administrative tribunals, state district and appellate courts, the United States Tax Court and federal appellate courts, Glankler Brown’s tax lawyers provide a wide range of tax planning services and strategies for our clients as indicated below.

BUSINESS PLANNING

  • Work with Corporate and Business Transaction attorneys to provide clients with advice as to proper choice of business entity structure for the client’s needs and objectives
  • Counsel clients regarding advantages and disadvantages of various business entity structures under different circumstances
    • Plan and implement tax efficient ownership succession and continuity strategies
    • Plan and implement state and local tax strategies for businesses in order to minimize effects of taxation
  • Advise clients regarding applicability of state and local business taxes, franchise taxes, excise taxes, transient occupancy taxes, sales and use taxes and other state and local taxes imposed upon business and their customers
  • Advise clients on tax issues relating to real estate transactions and investments
  • Work with Corporate and Business Transaction attorneys to provide efficient tax planning for mergers, acquisitions, reorganizations, divestitures, joint ventures and financing alternatives
  • Work with other Real Estate and Secured Lending, Corporate and Business Transaction, and Corporate Finance and Securities lawyers, as well as lawyers within our litigation departments, on tax implications of various agreements entered into by our clients
    • Counsel clients on professional service corporation planning
    • Assist clients with income tax planning
  • Provide advice to clients regarding different tax credits and incentives available to taxpayers
  • Counsel clients regarding employment tax classifications and compliance with employment tax laws and withholding requirements
  • Organize and prepare all necessary documents for non-profit entities, obtain letters and determinations of tax-exempt status from the Internal Revenue Service and other applicable departments and advise boards of directors, special committees and officers regarding proper governance practices to ensure issuance and maintenance of tax-exempt status

PERSONAL INCOME TAX PLANNING AND STRATEGIES

  • Counsel clients regarding tax-efficient investment strategies
  • Assist clients with income and estate tax planning
    • Advise clients on advantages and disadvantages of, and assist clients with planning for and implementing like-kind exchanges and other tax deferral strategies
  • Develop and implement tax-efficient plans and strategies for individuals to organize their assets and business affairs in a tax-efficient structure

TAX PROCEDURE

  • Audits
  • Appeals
  • Ruling Requests

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