Tax Advisory

Clients rely on our expertise in areas such as entity choice decisions, fund formation, REIT due diligence, debt workouts, cross border structuring and the acquisition/disposition of assets in a tax efficient manner.

Services Include:

• Transactional tax structuring
• Asset and portfolio deal structuring
• Cross-border transaction consulting and structuring
• REIT compliance and planning
• Like-kind exchange consulting
• Joint venture agreement review
• Opportunity fund compliance and structuring
• Tax return compliance including foreign reporting

Clients work with our state and local tax experts to reduce the burden of state and local taxes, develop best practices to insulate themselves from unsuccessful audit outcomes and prepare for evolving regulatory requirements.

Services Include:

• Transaction advisory and due diligence
• Controversy and audit defense
• Voluntary disclosure agreements
• Compliance enhancement/risk management
• Credits and incentives guidance
• Escheat property/unclaimed funds advisory services

Families that create or inherit substantial wealth are challenged with managing its impact on current and future generations. We provide consulting services to high-net-worth individuals and their families.

Services Include:

• Income tax planning and compliance
• Estate tax planning
• Financial and retirement planning
• Family office services
• Philanthropy and foundation services
• Succession and governance planning
• Fiduciary/trust accounting services

The restructuring of distressed companies requires specialized tax consideration. Our tax experts specialize in identifying and creating solutions to tax issues that result from the restructuring of distressed companies. We help maximize the recovery of claims by creditors and other stakeholders.

Services Include:

• Upfront identification of tax issues
• Determination of tax opportunities and exposures
• Debt workout impact evaluation
• Loss limitation impact analysis
• Financial model review