TAX LAW

​The Tax Law practice includes transactional tax planning, individual income and estate tax 
planning, tax controversies, planning for tax-exempt entities, public finance/bond transactions and low income housing tax issues.

• Tax Planning for Start-Up Companies
• Tax planning for the selection of a business entity
  
• Tax planning for corporation issues
  
• Development of exit strategies for holders of closely held and publicly traded stock
  
• Development of stock option plans, in conjunction with the Employee Benefits Section
  
• Tax planning for the disposition of non-qualified stock options 
  

Individual Income and Estate Tax Planning

Will work closely with individual clients and their accountants and financial advisors on 
individual income tax planning and estate tax planning.

• Advice and structuring of like-kind exchanges
• Tax planning for transfers of non-qualified stock options
  
• Planning for qualified retirement plan and IRA distributions
  
• Tax planning for real estate transactions through partnerships and LLCs
  
• Sales of assets to intentionally defective grantor trusts
  
• Use of partnerships for succession management purposes
  
• Design of exit strategies for owners of both closely held and publicly traded stock
  

Partnership and LLC Tax Planning and Formation

• Provides many services in the organization and operation of partnerships and LLCs.
• Tax planning for transactions involving partnerships and LLCs including distributions of 
  
• assets to partners and redemption of partnership interests
  
• Formation of family partnerships and LLCs as part of estate planning
  
• Use of LLCs as organizational form for start-up companies
  
• Organization of LLCs to facilitate investment in real estate
  

Planning for Tax-Exempt Entities

• Experience in the formation and management of tax-exempt entities, including 501(c)(3) and large non-profit corporations in such industries as health care, major foundations, community-based ​non-profits and private foundations.
  
• Organization of private foundations
  
• Organization and planning for charitable remainder trusts
  
• Tax advice on IRS audits of non-profit entities.