BUSINESS TRANSACTION & DOCUMENT DRAFTING
ENTITY STRUCTURE & FORMATION
operating & shareholder agreements, bylaws
PARTNERSHIPS & JOINT VENTURES
MERGERS & ACQUISITIONS
corporATE & PARTNERSHIP DIVISIONS
SALE OF BUSINESS ASSETS
OUTSIDE GENERAL COUNSEL SERVICES
EXIT STRATEGY & SUCCESSION PLANNING
tax consulting & planning
Business STRUCTURE (CORPORATION, PARTNERSHIP, S CORPORATION, Disregarded Entity)
tax free reorganizations
COMPENSATION, fringe & EMPLOYEE BENEFITS
stock options & 83(b) elections
nonqualified deferred compensation (nqdc) (serps, sars, phantom stock), 409A
excise tax & tax credits
Taxation of Damages/Settlements
foreign investment & FIRPTA
information returns (1099, 1042-s)
employment/payroll tax, trust fund recovery Penalty (TFRP), seca
TEXAS FRANCHISE TAX, SALES TAX, NEXUS (wayfair)
irs controversy (exam/AUDIT, appeals, collections)
INSTALLMENT AGREEMENT, OFFERS IN COMPROMISE (OIC), INNOCENT SPOUSE RELIEF
tax litigation in u.s. tax court
nonprofit & tax exempt organizations
expert witness services
drafting wills and trusts
estate administration & probate
community property & separation agreements
business succession planning
estate & gift tax
family limited partnerships (flp)
national firearms act (nfa) trusts
grantor trusts (grat, idgt)
charitable remainder trusts (crt)
PET TRUSTS
donor advised funds (daf)
formation of exempt organization
irs approval - 501(c)(2),(3),(4),(5),(6),(7),(8),(10),(13),(25)
private foundations
group exemptions
supporting organizations
for-profit subsidiaries
unrelated business income tax (ubit/ubTI)
governance, polices, compensation
Foundation grant agreements
irs audit
