Transactional Tax Planning

Our business and transactional tax team combines its deep knowledge of tax law and broad experience in advising all types of business entities, owners, and management in structuring sophisticated business transactions to minimize tax risks and costs and to meet tax compliance obligations. 

We understand that our clients are driven by their business goals.  We often work closely with our clients’ legal, accounting, and financial advisors to identify and solve U.S.-based and international tax issues at the U.S. federal, state, and local tax levels to help our clients achieve their strategic business objectives.

Our tax lawyers advise U.S. and non-U.S. companies on a wide range of domestic and cross-border transactions, including strategic mergers and acquisitions, divestitures, spin-offs, joint ventures, corporate reorganizations, and various market transactions. We counsel private equity and hedge funds, venture capital firms, real estate funds, pension funds, and other investment funds in raising capital and entering and exiting investments, along with borrowers of all types in financings, such as syndicated loans, public and private note offerings, securitizations, and other complex credit transactions. Additionally, we advise both creditors and debtors in bankruptcy and insolvency restructurings to maximize their recovery by protecting the value of net operating losses.

Our business and transactional tax planning team counsels high-net-worth individuals and family offices in evaluating the choice-of-entity upon business formation, such as limited liability companies (LLCs), disregarded entities, partnerships, subchapter S corporations, subchapter C corporations, and designing the most tax-efficient capital structure of the business with debt and equity. 

We counsel our clients on a wide range of tax issues related to ongoing operations, such as the deductibility of interest, executive compensation, employee withholding taxes, and other tax compliance matters, as well as the taxation of dividend distributions and stock buybacks to owners. We help our clients plan for the life of the investment, culminating with a successful exit strategy. Our business and transactional tax lawyers also counsel investors on the tax efficiency of investments in real estate, private equity funds, hedge funds, and other pooled-investment funds.