Tax Planning and Compliance

Comprehensive Tax Planning Services

Gould & Ratner’s tax planning and compliance services are uniquely positioned to provide our clients with an in-depth, multidisciplinary approach to tax, accounting, corporate, real estate and other interests.Our tax attorneys and accountants handle more than 1,000 tax returns per year in the following areas:

  • Individual
  • Corporate
  • Partnerships
  • Trusts
  • Private foundation and other tax-exempt entities
  • Estate and gift tax returns
  • Benefit plans

Tax planning and compliance are integral parts of the strategic counsel we provide to family offices, closely held companies and wealthy individuals, including large estates and trusts. The perspective our lawyers gain by preparing a client’s federal and state tax returns positions us to offer insight and preventive counsel on other aspects of the business.

The value of this service is more than mere “tax peace of mind,” it creates a comprehensive and coordinated framework that addresses a full-scope of business considerations including estate, wealth, financial and investment planning, philanthropic, administrative and dispute resolution.

Tax Compliance, Audits and Controversies

Gould & Ratner’s team of lawyers and professionals bring significant credentials to the table.All of our partners have worked with wealthy individuals and families, and their advisors, for at least 20 years.Several of our lawyers possess additional qualifications including CPA, CFP® and LL.M in taxation.

We handle tax controversy matters with federal, state and local government agencies, including audits, refund claims and tax court matters, as well as address tax deficiencies through installment arrangements and offers in compromise.

Representative Matters

  • Advise family and other entrepreneurial businesses on tax efficient ownership structures.
  • Advise multi-generation families and their businesses in developing and implementing strategies to assure transition and continuity of family business activities, long-term wealth transfer and charitable goals.
  • Designed, structured and implemented corporate acquisition transactions, including tax-deferred roll-over of management equity.
  • Assisted with tax structure and related planning for acquisition of major retail and related operations out of bankruptcy.
  • Developed strategies and business organizational structure and related planning for acquisition of major retail and related operations out of bankruptcy.
  • Counsel on transaction design and capital structuring for myriad corporate acquisitions of domestic and foreign operations.
  • Represented subchapter C corporate entity with over $150 million of investment assets to unlock appreciation potential from unfavorable double-taxed corporate structure.
  • Advisor to closely held corporate businesses in design and implementation of various deferred compensation and pseudo-equity plans for key management personnel.
  • Designed and implemented successful strategies for home builders and developers to separate business properties and investment properties to preserve favorable capital gains rate potential, as well as tax-deferred roll-over of recognized gains on disposition of investment properties.
  • Represented multistate retail business in the tax-free spinoff of various real property interests to shareholders.
  • Represented multistate manufacturing business in tax-free spinout of real estate assets.

Publications

Tax Planning and Compliance Team