Whitman Breed’s tax group helps clients solve tax planning issues and resolve tax controversies. Each member of the tax group holds an advanced degree in taxation, and our members include a former attorney for the Internal Revenue Service. That background allows us to provide experienced and practical advice to our individual and corporate clients.
Our tax team works closely with the members of the business law department in organizing business entities and structuring business transactions, including succession planning, acquisitions and divestitures, transactions between businesses and their owners, executive compensation, and operational matters. We also counsel charitable, trade association, municipal tax district and private club clients on such matters as obtaining and maintaining tax-exempt status, compensation, prohibited transactions, and tax-exempt financings.
The tax department, working with Whitman Breed’s trusts and estates team, has a long history of providing wealth transfer tax planning for individual clients through sophisticated, tax-efficient structures including grantor trusts, family limited partnerships, split-interest trusts, grantor-retained annuity trusts, qualified personal residence trusts, charitable trusts, and generation-skipping trusts.
Our planning practice is buttressed by the department’s robust tax controversy practice. Our tax controversy practice involves income tax, sales tax, estate tax, and domicile audits, as well as tax collection matters. We have represented clients before the U.S. Tax Court and the U.S. District Court, as well as in proceedings before tax collection authorities.
Our experience representing clients in tax controversy matters provides the insight to design more effective design tax planning strategies, as our extensive tax planning background strengthens our work defending those strategies when they are challenged.