Tax Law


PRACTICE AREA ATTORNEYS
STEVEN A. HOLT (Chair)
THOMAS W. ACKERMANN
MARTIN D. HAUPTMAN
LISA FACTOR FOX
ALAN L. SUSSMAN
JAMES T. ELLIOTT
CASEY L. CARHART
Our broad range of taxation-related services covers the following areas:
  • Sophisticated tax-efficient estate and gift tax planning, including family wealth transfer planning.
  • Administration of estates and trusts.
  • Federal and state income tax planning and compliance for individuals, corporations, limited liability companies and partnerships.
  • Tax planning for foreign persons and foreign-based entities.
  • Tax optimization of business transactions, including purchases and sales of business entities and business reorganizations, mergers and acquisitions, and private equity placements.
  • Sophisticated tax structuring using life insurance.
  • Tax planning for real estate transactions, including like-kind exchanges.
  • Choice of business entity planning.
  • Business formations and liquidations.
  • Charitable gift planning.
  • Formation of non-profit organizations, including private foundations, in compliance with state and federal tax-exempt criteria.
  • Tax planning and compliance for not-for-profit organizations.
  • Advising tax return preparers in connection with tax return preparation.
Our clients include:
  • Closely held businesses and their owners
  • High net-worth individuals
  • Entrepreneurs
  • Charitable organizations and private foundations
  • Business executives
  • Professionals

The attorneys of our Tax Practice Group provide advice and guidance to individuals, business entities, business owners and non-profit organizations, in all areas of federal and state income, excise, gift and estate taxation – with respect to a vast variety of business and personal transactions. The Tax Practice Group’s network of tax professionals and professional associations allows us to provide tax-related services for individuals and businesses located anywhere in the country and in many foreign jurisdictions.

Many of our tax and corporate attorneys are also specialists in asset protection and preservation planning, and focus on methods to help clients protect assets from creditor claims through asset transfers and asset ownership restructuring while avoiding unexpected income, estate and gift tax liabilities.

We also provide the highest quality guidance and representation in tax controversy matters at the Federal, state and local levels.