Federal Tax Planning

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McLane Middleton tax attorneys advise clients on a broad range of federal tax planning issues.

  • Choice of Entity: We help clients select the form of entity that suits their needs, which could include: proprietorship, partnership, S corporation, C corporation, limited liability company, limited partnership, limited liability partnership, or trust.
  • Mergers & Acquisitions: Businesses expanding through mergers or acquisitions seek our representation for our knowledge of the tax impact on their transactions. These can include the allocation of basis among acquired assets, consideration of non-competes or consulting agreements, and assessing the form of the acquired entity.
  • Spin-offs, Liquidations & Restructuring: To help our clients avoid tax penalties to the corporation or shareholders, our attorneys assist with preserving net operating losses.
  • Sale or Divisions: Our attorneys help determine whether the transaction can or should be accomplished on a tax-free basis and, if not, whether assets or stock should be sold.
  • Termination of Business: McLane Middleton’s tax attorneys know our clients want to pay as little tax as possible, and we assist in providing an appropriate legal entity to receive the assets of the business upon termination or liquidation.
  • Tax Qualified Retirement Plans: We draft and advise clients on all types of retirement plans, including: 401(k), pension, profit sharing, and ESOPs.
  • Financing Transactions: We facilitate structured borrowings, venture capital, private placements and public offerings, and the review of loan documentation from a state and federal tax perspective.
  • Stock Options and Executive Compensation: McLane Middleton lawyers help employers implement and administer stock option and all other types of nonqualified deferred compensation plans.  We also help with worker classification determinations.
  • Real Estate Transactions: We aid in structuring like-kind exchanges, sale/leasebacks, real estate investment trusts, and conservation property easements.
  • Self-Directed IRAs: We assist clients in utilizing their IRAs for real estate investments and closely held businesses.
  • Tax Return Preparation and Review: Our tax department prepares federal and state tax returns for individuals and business trusts and estates, and is often asked to review returns to aid in minimizing taxes.

For additional information, contact John Rich, chair of the firm's Tax Department.