TaxService Area + Legal PracticesTax is a highly complex and specialized area of practice, and many attorneys and accountants find themselves out of their depth when significant tax law matters arise.

For a firm of our size, we handle a significant amount of tax work.  The reality is that taxation touches on most aspects of business and personal affairs: our clients include public and closely held businesses, nonprofit entities, entrepreneurs and high net worth individuals.

Tax is a highly complex and specialized area of practice, and many attorneys and accountants find themselves out of their depth when significant tax law matters arise.  For that reason — in addition to providing dedicated support to firm clients — attorneys outside our firm as well as accountants turn to us frequently to assess and mitigate their clients’ tax issues and challenges.

Our team is committed to developing tax solutions to help realize business and economic objectives, with an emphasis on pro-activity and practicality.  With decades of experience, advanced degrees in taxation, and a long-standing practice of closely monitoring changes in prevailing tax law, our team is known both for providing sophisticated advice and working seamlessly with our clients’ other professional advisors.

Services to clients include comprehensive tax planning as well as transactional and on-going business advice.  Our tax team has particular experience with closely-held businesses and pass-through entities, including partnerships, limited liability companies and S corporations.  We also regularly advise financial service professionals, including accountants and investment advisors, and taxpayers with unique concerns, including entrepreneurs, hedge funds, and cross-border investors. We also have extensive experience filing and litigating real estate tax assessment and tax exemption applications and appeals. 

Commercial Transactions

We assist clients in structuring a wide range of tax-efficient commercial transactions.  We routinely prepare shareholder, partnership and other equity-related agreements, and advise on non-qualified executive compensation arrangements.  Our attorneys also provide counsel on the tax implications of debt and equity offerings.

Entrepreneurs

We counsel entrepreneurs on the tax implications of entity formation, choice of jurisdiction, and expansion into new markets, and frequently assist with succession planning and exit strategies.

Financial Service Professionals

We provide ongoing tax support to financial service professionals, including registered investment advisors and accountants.  Services include general tax advice as well as assistance with entity formation, fund creation and administration, and compensation plans.

Mergers, Acquisitions & Dispositions

Our team advises on transactional tax planning matters involving mergers and acquisitions, divestitures, reorganizations, spin-offs, joint ventures and strategic alliances.  We also work with clients to structure in-bound transactions by foreign investors, tax-free reorganizations and recapitalizations.

Real Estate

We provide tax advice in connection with the purchase or disposition of real property, including like-kind exchanges.  We help to structure transactions to minimize realty transfer tax at the state and local levels, and regularly seek rulings and administrative guidance for proposed transactions.  We also file real estate assessment appeals for commercial and selected residential properties at the administrative and judicial appeal levels.

State & Local Taxation

We assist clients in identifying compliance requirements with state and local laws, particularly clients expanding to new states and territories, and clients with qualifying web-based businesses.

Tax Controversy

We represent clients in tax controversies with the IRS, the Pennsylvania Department of Revenue and local jurisdictions at all stages.