Tax Planning

Understanding and planning for the right tax results is an important part of any transaction. We are the largest tax-planning firm in North Florida. Our attorneys have the expertise to advise individuals, businesses, and tax-exempt organizations in all types of financial and personal decisions. We help our clients understand the federal, state, and local tax consequences of their planning. We have experience in all tax aspects of the organization, operation, and disposition of business enterprises. Our attorneys are experienced in the complex laws of income taxes, sales and use taxes, real and personal property taxes, and business license taxes. 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 our clients and their other professional advisors to plan public and private financings, employee benefits plans and executive compensation, estate planning and administration, real estate ventures and in a variety of other fields.

We help our clients meet their charitable and philanthropic goals through every phase of structuring and organizing tax-exempt organizations, including public charities, private foundations and community foundations.  We have the expertise to guide our clients through tax compliance and other issues arising in all phases of a tax exempt organization’s life cycle.  In addition, we assist our clients with planning and documenting a wide array of sophisticated charitable giving arrangements.

In addition to tax planning, we assist our clients in the resolution of tax controversies, including tax administrative appeals, alternate dispute resolution proceedings (including fast track settlement and post appeals mediation), tax deficiency and collection due process litigation in U.S. Tax Court, and tax refund and offshore penalty litigation in U.S. District Courts.