Corporations – C-corp and S-corp

• Formation, operation and dissolution
• Sales of stock or assets, including Section 338(h)(10) transactions
• Built-in-Gain issues and Earnings & Profits analysis
• Liquidating and non-liquidating distributions
• Stock redemptions and dividends

Partnerships – LLCs, LLPs and General Partnerships

• Syndicated partnerships and family businesses groups
• Passive-activity losses and at-risk basis limitations
• Sales and exchanges of partnership interests
• Section 704(c) compliance
• Section 754 transfers and basis step-ups

Real Estate Entities

• Tax deferred exchanges – including technical requirements, transactional accounting, the impact of boot, related party and reverse exchanges
• Tenants-in-Common arrangements

Development Companies

• Research & Development Credits
• Changes in Method of Accounting
• Partial Dispositions

Trusts & Estates

• Federal estate tax returns
• Estate and trust income tax returns
• Charitable remainder trusts

Not-for-Profit Organizations

• Public 501(c)(3) Charities
• Private Foundations

Individuals

• Preparation of Federal and state income tax returns
• Multi-state taxation including nexus and residency issues
• Tax consulting and end-of-year planning
• Representation before the IRS and state agencies
• Conflict resolution of tax issues and compliance