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Practice Areas Taxation

Taxation

Integrated tax counsel for complex business, estate, and nonprofit matters.

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Practice Area Introduction

Tax considerations shape almost every major business, personal, and philanthropic decision. Our Taxation team helps individuals, businesses, and tax-exempt organizations achieve tax-efficient results across the life cycle of their entities and transactions. We also guide clients through tax considerations in wealth generation, estate planning, and estate administration.

Our Expertise

Understanding and planning for the right tax result is central to how we structure deals, design entities, and protect wealth. Our tax attorneys advise corporations, partnerships, limited liability companies, closely held businesses, individuals, and tax-exempt organizations on the federal, state, and local tax consequences of their current operations and planning.

The team has deep experience with income taxes, sales and use taxes, real and personal property taxes, and business license taxes. We regularly handle the tax aspects of organizing and operating business enterprises, including tax-free reorganizations, taxable acquisitions and dispositions of businesses and assets, recapitalizations and debt restructurings.

Our practice also extends to the formation and operation of charities and other tax-exempt entities.

Members of the group have decades of experience in federal and local taxation, including a former Internal Revenue Service and Treasury Special Honors Attorney, and nationally recognized thought leaders in partnership and pass-through entity taxation who write and lecture widely and help shape uniform business entity laws.

When disputes arise, we assist clients in resolving tax controversies and litigate state and local tax issues, drawing on the firm’s long history of successfully representing businesses and individuals before taxing authorities and in court.

Our Approach

We combine technical tax analysis with practical, business-oriented advice, working side by side with our corporate, securities and finance, real estate, employee benefits, estate planning, and litigation colleagues to embed tax strategy into every stage of the representation.

On transactions, we get involved early to help clients select and implement structures that support their goals, whether the objective is a tax-free reorganization, a tax efficient sale, a joint venture among pass-through entities, or a cross-border investment into the United States. For tax-exempt organizations, we guide boards and leadership through formation, exemption applications, ongoing compliance, and complex programmatic and investment initiatives, always attuned to private inurement, unrelated business income, and other specialized rules.

We aim to make complex tax rules understandable. Our attorneys explain options in plain language, quantify risk where possible, and help clients weigh tax efficiencies against operational, regulatory, and reputational considerations. When controversies develop, we focus on early, efficient resolutions but are prepared to fight when necessary to protect our clients’ interests.

How We’re Different

Complex Tax Planning, Accessible Counsel

What sets our Taxation practice apart is the depth of experience we bring to sophisticated structures while remaining nimble and accessible.

Big-firm Capability, Tailored Delivery

Grounded in a firm culture that values efficiency and long-term relationships, we provide big-firm tax capabilities with a tailored, cost-effective approach.

Holistic Tax and Benefits Strategy

We offer a rare combination of tax planning, tax-exempt organization experience, and employee benefits and executive compensation knowledge under one roof.

Tax Counsel for Every Chapter

Clients rely on us not only for discrete projects, but also as ongoing tax counselors who understand their business, their family dynamics, and their philanthropic goals.

How We’re Different

Complex Tax Planning, Accessible Counsel

What sets our Taxation practice apart is the depth of experience we bring to sophisticated structures while remaining nimble and accessible.

Big-firm Capability, Tailored Delivery

Grounded in a firm culture that values efficiency and long-term relationships, we provide big-firm tax capabilities with a tailored, cost-effective approach.

Holistic Tax and Benefits Strategy

We offer a rare combination of tax planning, tax-exempt organization experience, and employee benefits and executive compensation knowledge under one roof.

Tax Counsel for Every Chapter

Clients rely on us not only for discrete projects, but also as ongoing tax counselors who understand their business, their family dynamics, and their philanthropic goals.

Key Takeaway

Sophisticated, integrated tax counsel that aligns business, estate, and nonprofit strategies with practical, long-term, and tax-efficient results.

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