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).
