“What separates us from the pack is how we apply our industry experience and collaborate with other professionals within the firm to deliver highly cost-effective and focused advice tailored to the client’s needs.”
We speak tax in business terms. We don’t work in a tax vacuum. Our team is a diverse group experienced in representing and advising clients in all areas of federal and state tax law, with knowledge in and out of the tax arena. We take a collaborative approach that, combined with our background and experience, allows us to tailor a plan for our client’s specific needs. Our main areas include transactional tax or general business structure advice and tax controversy guidance. For our clients, we have a planning practice that is heavily structured in real estate transactions, private equity transactions, and mergers and acquisitions.
We go out of our way to ensure a transparent collaboration with our client’s certified public accountant, other tax professionals, and trusted industry advisors. We aim to build a relationship and get everyone on the same page, so there are no surprises when filing – working closely with the clients and the deal team to deliver what they need. Putting a modern take on a tax practice, we do not let tax alone drive the business deal.
Representation of sponsors and developers in historic rehabilitation tax credit transactions for both state and federal tax credits
Representation of individuals and entities in Section 1031 like-kind exchange to include reinvestment and tenants in common agreements
Representation in cases of Trust Fund Recovery Penalty Assessments
Representation during examinations, appellate, and Tax Court divisions regarding penalty assessments and abatements
Advising tax-exempt organizations, governmental issuers, and underwriters on tax matters relating to the issuance of tax-exempt bonds and post-issuance tax compliance
Tax structuring of merger and acquisition transactions including private equity investments, F Reorganizations, 338/336 elections and tax-free reorganizations
Although we encourage you to contact us if you have a legal matter requiring attention, any information you communicate to us by e-mail will not be assumed of confidential treatment until we agree that there is an attorney-client relationship between us. Nor will any communication between us establish such a relationship, unless and until we specially agree to serve as your attorneys, which we will not be able to do if you communicate with us by e-mail in connection with a matter for which we already represent you. You should be aware that the security of Internet e-mail is uncertain. By sending confidential or sensitive e-mail messages which are not encrypted you accept the risks of such uncertainty and possible lack of confidentiality over the Internet.
Although we encourage you to contact us if you have a legal matter requiring attention, any information you communicate to us by e-mail will not be assumed of confidential treatment until we agree that there is an attorney-client relationship between us. Nor will any communication between us establish such a relationship, unless and until we specially agree to serve as your attorneys, which we will not be able to do if you communicate with us by e-mail in connection with a matter for which we already represent you. You should be aware that the security of Internet e-mail is uncertain. By sending confidential or sensitive e-mail messages which are not encrypted you accept the risks of such uncertainty and possible lack of confidentiality over the Internet.
