Our tax attorneys listen closely to our clients and carefully evaluate their needs in order to formulate the most realistic and efficient solutions.
The key mission is to help clients minimize taxes and facilitate financing and to enable one generation to pass wealth to the next. To accomplish this, our attorneys interact effectively with each other and other members of the firm to the benefit of our clients. We strive to develop realistic strategies that work from a business and financial perspective while minimizing taxes. Our clients range in size and scope and include, among other entities and individuals, real estate investment trusts and private real estate developers, small industrial or service companies and large investors in high technology. The practice includes all aspects of real estate and business transactions, including historic, new markets and energy tax credits and grants, tax free exchanges, partnerships, limited liability companies, S corporations, mergers, acquisitions, business formations and public financing. In addition to federal taxation, we address the increasing burden imposed upon businesses by state and local taxing authorities. We have negotiated cutting edge agreements with taxing authorities in the realty transfer tax area and have litigated these cases when necessary. We also litigate state income and sales tax issues.
We support the firm’s corporate and fund formation practices by advising on fractions rule and other exempt investor issues as well as applying real estate taxation expertise.
Our estates attorneys work with clients to plan for their families’ continued needs and to enable inheritance to pass through generations clear of claims by creditors and taxing authorities. Where appropriate, we focus on the interplay of income and estate tax rules that allow our clients to minimize, or even eliminate, estate taxation while maintaining full investment control over their portfolios. Our estates attorneys are also highly experienced in the creation and use of family partnerships, limited liability companies, charitable trusts, grantor retained annuity trusts, other grantor trusts, asset protection trusts and strategies, the appropriate use of insurance and annuities and other tax-saving techniques. Such estate planning techniques can provide long-term protection from creditors’ claims. Our attorneys also apply general business and valuation knowledge to work with appraisers to minimize transfer taxation.