Managing tax liability in estate planning and corporate transactions requires specialized expertise in the laws regulating those transactions. Without proper planning and execution, tax liability can become a significant financial burden. Our attorneys assist both businesses and individuals in planning and managing their assets and activities in a way that minimizes their tax liabilities. Some of the areas in which we can help you plan wisely are:

  • Business formation, reorganization and dissolution;
  • Mergers and Acquisitions;
  • Property tax - commercial and industrial;
  • 1031 exchanges;
  • Formation and operation of pass-through entities;
  • Tax planning for trusts and estates;
  • Charitable gift planning;
  • Charitable trusts, annuities and donor advised funds;
  • 529 savings plans;
  • IRAs and pension plans;
  • 401(k);
  • Utilizing employee benefits; and
  • Employee Stock Ownership Plans (ESOP).

OurTax Law Specialists