There’s no wrong time for proper tax planning or sound tax advice.
We frequently advise clients regarding IRC §1033 condemnation matters and IRC §1031 like-kind exchanges. With former IRS attorneys as members of the firm, we are also well-positioned to represent clients before the Examination and Appeals divisions of the IRS and state tax authorities in audit, examination and appeals matters. In addition to providing legal advice and drafting tax-oriented documents, our attorneys prepare estate tax returns (Form 706), gift tax returns (Form 709) (including the allocation of Generation Skipping Tax exemption) and fiduciary tax returns (Form 1041).
Our attorneys have substantial experience not only in estate, gift, generation skipping tax and fiduciary income tax planning, but also in individual income tax planning and closely held business tax planning. Understanding all of these complex areas of taxation is critical to proper overall tax planning for individuals and closely held business owners.
Our taxation services include (but are not limited to):
- Federal Estate and Gift Taxation
- Individual Taxation
- Closely Held Business Taxation
- Real Estate Transaction Tax Planning
- Tax Audit and Controversy
- Tax Planning