TAX PLANNING and COMPLIANCE
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.
