Our Practice Areas > Business Law. Taxation. Estate Planning

We make it our business to understand the business needs of our clients. Our lawyers solve challenging tax issues and business problems in a practical and cost efficient manner, to achieve the best possible results for our clients. We assist in a wide range of business issues, including business formation and structuring, tax planning, mergers, reorganizations and acquisitions, joint ventures, stock transactions, business succession and exit strategies, corporate governance issues, private placements and venture capital. Additionally, we handle all types of tax controversies at both federal and state levels, including representation of clients before the United States Tax Court. We also assist high net worth individuals with estate and asset protection planning, in order to maximize savings of estate, gift and generation skipping taxes.

Representative clients and matters include the following:

	Structured the acquisition and development of a shopping center, saving our client more than $3,000,000 in realty transfer tax.
	Structuring the stock sale of a manufacturer to a publicly traded company in order to achieve favorable capital gains tax treatment to the selling shareholders.
	A government contractor before the IRS in a case involving employee embezzlement of trust funds – the $3,000,000 claim was resolved for $500,000 and the company owners avoided personal liability.
	Structured the transfer of business ownership to a family trust and subsequent sale of the business to a publicly traded company, which enabled the owner to shift millions of dollars from his taxable estate.
	A corporation in an income tax audit, resulting in savings of over $250,000 in proposed additional assessments.
	A regional manufacturer in a sales and use tax audit, resulting in savings of over $100,000 in proposed additional assessments.
	A major regional shopping center operator in the refinancing of select properties in its portfolio.
	The founding partner of a chain of restaurants in a negotiated business divorce and sale of the company.
	An internationally recognized manufacturer and distributor of high end specialized retail products in the sale of the company.