Practices

Tax

Experience makes the difference in planning for tax consequences and in resolving tax disputes.

Business Tax Planning

Our Business & Corporate Transactions Team navigates and plans for the tax consequences of business transactions, including:

Choice of Entity and Tax Classification
Mergers and acquisitions
Executive Compensation
Tax Deferred Section 1031 Like-Kind Exchanges

Tax Controversy

We provide legal counsel to businesses and individuals in federal, state, and local income, employment, sales and use, and excise tax examinations and disputes and advocate for and defend clients in disputes with the Internal Revenue Service, the United States Department of Justice, and state taxing authorities

We provide guidance in a wide variety of tax controversy matters including:

Advance guidance via Private Letter Ruling requests
Dispute resolution via audits, administrative appeals, and litigation
Representation of clients under criminal investigation for, or charged with, tax and related financial crimes
International tax compliance
Resolving significant tax delinquencies

Private Client Services: Tax Advice and Consultation

Our Private Client Services Team counsels clients regarding income, estate, and gift tax planning in connection with overall estate planning.

Tax-Exempt Organizations

Capes Sokol has significant expertise in counseling and assisting clients with the formation of tax-exempt corporations and in securing and maintaining their tax-exempt status.