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Tax

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Tax considerations frequently play a vital role in business transactions and in personal financial planning. The firm’s Tax Department provides general tax planning for corporations, limited liability companies, partnerships, tax-exempt organizations, individuals and estates. We also provide sophisticated advice regarding the tax aspects of business and investment transactions.

We have extensive experience in:

  • Structuring business and investment transactions – including mergers and acquisitions, reorganizations, recapitalizations, joint ventures, initial public offerings and other financings – to achieve tax efficiencies for our clients
  • Counseling clients on the tax consequences of mergers and acquisitions
  • Advising hedge funds and private equity funds
  • Structuring international capital markets transaction
  • Real estate transactions, including like-kind exchanges and condemnations
  • Working with financial institutions to develop innovative financial products
  • Representing clients before the Internal Revenue Service, state taxing agencies and the U.S. Tax Court
  • Tax planning for non-resident aliens and foreign corporations, including inbound investments by such persons and planning for individuals who are planning to take up temporary or permanent U.S. residence
  • Tax planning for investments overseas by U.S. persons
  • Planning, documentation and implementation of employee benefit programs of all types
  • Drafting and commenting upon tax legislation and regulations
  • New York state and local tax issues
  • Forming and representing tax-exempt organizations, including planning for joint ventures with for-profit organizations

In addition, we review potential investments on behalf of our individual and corporate clients, and we work with the Trusts & Estates Department to advise high-net-worth individuals.

We regularly publish articles and speak on various tax topics.

News & Insights

View All
  • 2020 Year in Review

    March 24, 2021/less than a minute

  • IRS Concludes That Expenses Resulting in Paycheck Protection Program Loan Forgiveness Not Deductible

    May 5, 2020/2 minute read

  • Tax Provisions of the CARES Act

    March 31, 2020/10 minute read

  • IRS Extends Due Date for April 15th Tax Filings and Payments Until July 15th

    March 22, 2020/2 minute read

  • 2019 Year in Review

    February 20, 2020/less than a minute

  • 2018 Year in Review

    April 10, 2019/less than a minute

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    Partner

  • Patricia Matzye/

    Counsel

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