Tax Structuring
- IRS, DOR and Massachusetts Appellate Tax Board
- Business Taxation
- Entity Section
- Developing Stock Plans
- Legal Advice, Financial Guidance and Document Drafting
- Transactional Taxation
- Acquisitions and Dispositions
- Taxable and tax-free mergers and acquisitions
- Buyouts
- Debt financings and restructurings
- Private equity financings and investments
- Recapitalizations, redemptions, spin-offs, split-offs and split-ups
- Structuring international transactions and business operations
We develop tax-planning strategies that achieve our clients’ business objectives while using our knowledge of the tax laws to advance the economic efficiency of transactions. Knowing and understanding a client’s business, balance sheet and competitive profile allows us to appropriately balance tax considerations and transaction objectives to achieve the best possible results.
We also have significant experience with administrative proceedings before the IRS and state tax agencies, such as the Massachusetts Department of Revenue, and a successful track record in prevailing in tax controversies.
BUSINESS TAXATION
We assist clients who are forming and running businesses to examine the tax ramifications of:
Entity Selection: Providing clients with advice and representation on the formation and maintenance of all types of operating and investment business entities, including traditional incorporations (both “C” form and Sub-Chapter S); Limited Liability Companies (LLC); Limited Liability Partnerships (LLP); and Professional Corporations (P.C.).
Developing Stock Plans: Planning for stock ownership plans, including qualified and nonqualified options and stock, executive compensation plans including restricted stock and the requirements for avoiding golden parachute payments penalties.
- Transactional Taxation
- Acquisitions and Dispositions: Buying and selling of businesses and business interests, by stock or asset purchases and sale
- Buyouts by management or leveraged by outside parties
- Taxable and tax-free mergers and acquisitions
- Debt financings and restructurings
- Private equity financings and investments
- Recapitalizations, redemptions, spin-offs, split-offs and split-ups
- Structuring international transactions and business operations for global tax efficiency