Tax Planning

International Tax Planning

We advise off-shore clients regarding the sales and transfers of real estate in the United States (including the sales and transfers of entities owning real estate in the United States) and assist with all relevant filings required by the United States Internal Revenue Service. To the greatest extent possible in our tax planning, we make use of the “portfolio debt” rules which allow for the tax-free payment of interest on loans from off-shore persons and entities to entities in the United States. In addition, we advise clients with respect to the ownership of equity interests in entities located outside of the United States as well as all relevant reporting requirements.

  • Use of the interest portfolio exemption
  • Use of offshore entities
  • Review of tax treaties
  • Individual and corporate tax planning and structuring
  • Issues with corporate and partnership taxation
  • Real property tax planning
  • Tax legislation
  • Coordinating our efforts with CPA’s and other professionals

Domestic Tax Planning

We advise clients in connection with negotiating, structuring, operating and liquidating their business and investment interests in a tax efficient manner as well as providing advice with respect to tax reporting and compliance. We have extensive experience in the preparation of partnership, operating and shareholder agreements with a specific emphasis on the tax ramifications of such documents. We also advise individuals with respect to everyday income tax issues including issues with respect to compensation, investments in real estate and off-shore investments.

  • Individual and corporate tax planning and structuring
  • Issues with corporate and partnership taxation
  • Real property tax planning
  • Tax legislation
  • Tax exempt organizations
  • Coordinating our efforts with CPA’s and other professionals