Tax

Over the course of our firm’s history, we have developed a significant tax practice providing representation for clients facing a wide array of tax issues including individual income tax, corporate and partnership tax, estate planning, gift taxation, tax audits and litigation, executive compensation and employee benefits, charitable giving, business planning, sales tax, and other local, state and federal tax issues.

Our tax lawyers are experts in a full range of estate planning services—all designed to achieve the personal, economic and tax minimization goals of our clients. We also regularly represent fiduciaries and beneficiaries of estates and trusts and provide counsel in all areas of estate administration including the preparation of state and federal estate and gift tax returns. In addition, we prepare and coordinate the preparation of income tax returns for estates, trusts and beneficiaries.

We represent private foundations, public charities, and other organizations in obtaining determinations of tax-exempt status from the Internal Revenue Service and addressing legal and tax questions concerning their fundraising activities. We have extensive experience in drafting and developing a variety of charitable giving documents including charitable lead trusts, charitable remainder trusts, and charitable gift annuities.