Tax Planning

Intelligent Tax Planning to Help You Reach Your Goals

Understanding and planning for desirable tax results is an important part of any financial transaction.

As the largest tax-planning firm in North Florida we can help. Our expert attorneys advise individuals, businesses, and tax-exempt organizations on all types of financial and personal decisions.

Here are a few of the reasons our tax planning services stand out:


We help our clients understand federal, state, and local tax consequences.


We are experts in tax concerns regarding the organization, operation, and disposition of business enterprises.


Our experienced attorneys understand complex laws regarding income taxes, sales and use taxes, real and personal property taxes, and business license taxes, among others.


Our practice includes tax-free reorganization of business entities, taxable acquisitions and dispositions of businesses and assets, and recapitalizations and debt restructurings


Our attorneys work closely with clients and their chosen professional advisors to plan public and private financings, employee benefits plans and executive compensation, estate planning and administration, real estate ventures, and more.


We help clients meet their charitable and philanthropic goals by structuring and organizing tax-exempt organizations, including public charities, private foundations, and community foundations.


We help our clients navigate tax compliance and other issues that arise during a tax-exempt organization’s life cycle.


We help clients plan and document a wide array of sophisticated charitable giving arrangements.

Achieve peace of mind with our team of professionals by your side.