Summary
Tax Law Services
Taxes are a natural byproduct of financial and business success. However, minimizing tax liabilities and ensuring strict compliance are essential to protecting client wealth, securing generational succession, and fueling future growth. At Hahn Loeser, our attorneys bring deep experience and specialized knowledge to a broad spectrum of tax matters for both individuals and businesses. Because effective tax planning doesn’t happen in a vacuum, we integrate smoothly with our clients’ broader advisory teams—including accountants, bankers, insurance professionals, financial advisors, and trust officers—to deliver comprehensive, unified strategies
General Business, Transactional Advisory & Litigation Settlements
Every major business decision carries significant tax implications. We analyze and structure transactions to optimize tax efficiency and mitigate risks, providing clear guidance on the income, sales, use, gift, and estate tax consequences for:
- Commercial Transactions: Structuring business M&A and joint ventures.
- Corporate Restructuring: Optimizing internal reorganizations and transitions.
- Choice of Entity: Advising on optimal entity selection and structuring for new business ventures.
- Succession Planning: Facilitating intra-family asset transfers and generational wealth preservation.
- Litigation Settlements: Designing tax-efficient structures for legal settlements.
- Non-Profit & Charitable Organizations: Handling the creation, operation, and ongoing compliance planning for tax-exempt entities.
- Dispute Resolution: Managing tax implications arising from shareholder and partner disputes.
- Executive Compensation & Employee Benefits: Structuring and planning for stock options, phantom stock, benefit plans and other matters pertaining to executive compensation packages (ERISA) and §409A compliance.
- Domicile & Wealth Migration:Strategic planning for clients relocating across state lines, focusing on domicile optimization and minimizing multi-state tax exposure.
Tax Controversy & Audit Defense
When disputes arise with tax authorities, we provide aggressive, strategic representation. Our team has a proven track record of successfully handling complicated IRS controversies, state-level disputes, and local tax issues, including:
- IRS Guidance: Preparing and securing Private Letter Rulings.
- Audit Representation: Defending income, gift, and estate tax returns.
- Appeals: Navigating and pursuing taxpayers’ rights through the IRS Appeals Division.
- Tax Litigation: Representing clients before the United States Tax Court and Federal District Courts.
- State & Local Tax (SALT): Defending businesses and individuals in state income, sales and use tax audits across the country, conducting proactive reviews before authorities arrive, and navigating voluntary disclosure agreements.
