Offit Kurman’s tax attorneys provide comprehensive legal services addressing the complex tax issues that arise in business operations, transactions, and personal financial planning. The practice advises on federal, state, local, and international tax matters, delivering solutions that integrate legal, financial, and strategic considerations.
Tax Law Services
The firm works with businesses, individuals, and organizations to develop tax strategies that support growth, compliance, and efficiency. Services include:
- Federal, state, and local tax planning
- Tax planning and structuring for business transactions, mergers, and acquisitions
- Corporate and partnership taxation
- International tax matters
- Tax-efficient entity formation and restructuring
- Estate, gift, and succession planning
- Charitable giving strategies and tax-exempt organizations
- Executive compensation and employee benefits
- Tax compliance and reporting
Tax Controversy Services
The practice represents clients in civil and criminal tax disputes at all stages, from audits to litigation. Matters handled include:
- IRS, state, and local tax audits and appeals
- Real estate and property tax disputes
- Estate transfer and probate-related tax issues
- Tax fraud or evasion investigations
- Collection matters, liens, and penalties
- Employment tax matters and employee retention credits
- Innocent spouse relief
- International tax disputes
- Bankruptcy-related tax claims
Client Base and Integrated Approach
Clients include individuals and families, corporations, partnerships, non-profit organizations, trusts and estates, investment funds, and financial institutions. As part of a full-service law firm, the tax practice collaborates with other practice groups to address the tax implications of corporate transactions, litigation, real estate matters, and estate planning, ensuring comprehensive and coordinated legal solutions.
