Our Tax Group works with individuals and businesses in two distinct areas: Tax Controversy Services and Tax Planning Services.
Representative matters:
- Developed S corporation liquidation plan in conjunction with execution of estate plan to reduce estate’s taxable income by over $20 million.
- Successfully abated six-figure Affordable Care Act shared-responsibility penalty on an employer that had ceased operations.
- Negotiated significantly reduced responsible person assessment for principals of failed restaurant franchise.
- Obtained large Massachusetts estate tax refund by enforcing terms of shareholder cross-purchase agreement.
- Advised client on optimal tax structure in connection with $80 million stock acquisition.
Tax Controversy Services
We offer Tax Controversy Services to individual and business clients who are facing potential tax assessments, collection efforts, and formal civil or criminal investigations.
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Tax Planning Services
Our attorneys provide a wide-variety of tax planning services for ventures of all sizes.
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