Tax Planning for Individuals, Business Entities & Tax-exempt Organizations
Businesses and wealthy individuals often have to deal with extremely complex tax issues. The Firm regularly advises corporate and individual clients on general tax planning. The Tax Group represents all types of tax-exempt organizations, and assists clients in obtaining and maintaining exempt status. The Group advises clients regarding lobbying activities and unrelated business income tax issues. Group attorneys work with real estate investment trusts in connection with joint ventures, including UPREITS, DOWNREITS and other investments and activities. The Group's exempt clients include traditional 501(c)(3)s, charities, private foundations and qualified plans. The Firm believes the best way to minimize a client's tax burdens is to provide effective tax planning strategies from inception of an idea through implementation. By taking a proactive, comprehensive approach to planning, Group attorneys are able to help clients manage tax consequences, reduce the risk of complications in the future, and in doing so, increase their profitability. In the planning area, the Group's experience includes:
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Structuring business operations and investments domestically and internationally.
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Advising individuals on wealth transfer issues, including retirement plan distributions, charitable giving and estate planning.
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Providing advice regarding venture capital and other alternative equity investments.
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Structuring partnerships, limited liability companies and S-corporations.
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Structuring professional and personal service corporations.
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Providing advice regarding the structuring of investments by qualified plans and other tax exempt entities. This includes planning and implementing title holding company/qualified subsidiary structures for direct real estate holdings, and planning and negotiations for trust investments in private UPREITs and various alternative investment limited partnerships.
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Advising U.S. corporations in structuring multi-state operations.
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Structuring and implementing like-kind exchanges of real estate.