Our attorneys are recognized for their ability to provide effective and efficient solutions to support clients’ individual and business tax goals, including:
- Business formation and design for optimal tax structure and planning;
- Partnerships and LLC organization and planning;
- Joint ventures for real estate and businesses;
- Buy-Sell agreements;
- Business succession planning;
- Tax-free reorganizations;
- Mergers & Acquisition;
- Recapitalizations and debt restructurings;
- Utilization of net operating losses and tax carryovers;
- Section 1031 Like-Kind Exchanges;
- Capital gain and loss planning;
- Estate, gift, and generational tax planning;
- Charitable tax planning;
- Tax basis issues;
- Tax accounting issues; and
- Federal, state, and local audit issues.
In the area of international tax, Capell Barnett Matalon & Schoenfeld attorneys have extensive experience in advising clients on:
- The IRS Offshore Voluntary Disclosure Programs; including the Streamlined Filing Compliance Procedures, and analysis and documentation of Non-Willfulness;
- Foreign Bank Account Reporting (FBAR) Form 114 compliance;
- Compliance with Form 8938, Form 5471, Form 8865, and Form 8621;
- Substantial presence rules; and
- Inbound and outbound transactions.
We provide a broad-range of tax services including:
- Corporate, Partnership, and Joint Venture Planning, including Choice of Entity and Check-the-Box Issues;
- Tax-Free Reorganizations;
- Mergers, Acquisitions, and Dispositions of Businesses and Assets;
- Recapitalizations and Debt Restructurings;
- Utilization of Net Operating Losses and Other Tax Carryovers;
- Section 1031 Like-Kind Exchanges;
- Capital Gains and Loss Planning;
- Estate, Gift, Generation-Skipping, and Transfer Tax Planning;
- Charitable Tax Planning;
- Tax Basis Issues; and
- Tax Accounting Issues.
Our tax attorneys also have extensive experience in advising clients regarding international tax issues such as:
- The IRS Offshore Voluntary Disclosure Programs, including the Streamlined Filing Compliance Procedures and Analysis and Documentation of Non-Willfulness;
- Foreign Bank Account Reporting (FBAR) compliance;
- Compliance with Form 8938, Form 5471, Form 8865 and Form 8621
Substantial Presence Rules; and - Inbound and Outbound Transactions.
What to Know About Buy-Sell Agreements – Post Connelly