Meltzer Lippe’s Taxation practice advises individuals, fiduciaries, closely held businesses, real estate investors, private investment sponsors and institutional clients on a broad range of federal, state and international tax matters.
Our attorneys provide guidance on the tax aspects of complex transactions, wealth planning structures and business arrangements. Working closely with the firm’s Corporate, Real Estate and Private Wealth, Estates & Trusts groups, we help clients address the tax implications of business operations, investments, estate planning strategies and cross-border activities.
The practice is led by attorneys with decades of experience advising clients on sophisticated tax planning and tax controversy matters involving federal and state taxing authorities. Our team includes attorneys with experience at top global law firms, the IRS and the U.S. Treasury Department, many of whom hold advanced LL.M. degrees in Taxation or Estate Planning.
Tax Planning
Our attorneys advise clients on the tax consequences of business transactions, wealth planning strategies and investment structures. The practice regularly assists clients in structuring arrangements designed to address federal and state income, estate and gift tax considerations.
Areas of focus include:
- Federal and state income tax planning
- Estate and gift tax planning
- Generation-skipping transfer tax planning
- Tax planning for trusts and estates
- Structuring ownership of business and investment assets
- Tax-efficient business succession and transfer planning
The practice frequently works with business owners, investors and family enterprises whose tax planning must be coordinated with estate and succession planning considerations.
Business & Real Estate Taxation
We advise businesses, investors, developers and sponsors on the tax aspects of complex business structures and transactions.
Our attorneys assist clients with:
- Partnership and LLC taxation
- Structuring mergers, acquisitions and reorganizations
- Tax planning for private investment funds
- Real estate investment and ownership structures
- 1031 exchanges
- Installment sales and sale-leaseback transactions
- Joint venture and financing structures
- Executive compensation and incentive arrangements
- Long-term lease agreements and tax-sensitive transactions
The practice regularly works with closely held businesses, middle-market companies, real estate investors and private investment sponsors in structuring tax-efficient ownership and transaction arrangements.
Tax Controversy
Meltzer Lippe represents individuals, fiduciaries and businesses in matters involving federal, state and local taxing authorities.
Our Tax Controversy Group includes former IRS and Treasury attorneys with extensive experience navigating the inner workings of taxing authorities. We represent clients at every stage of dispute resolution, including examinations, administrative appeals, Tax Court proceedings, federal litigation and collection matters.
Our attorneys assist clients in connection with:
- Internal Revenue Service audits and examinations
- State and local tax audits
- Administrative appeals
- Negotiation and resolution of tax disputes
- Litigation involving federal and state tax matters
- IRS liens and levies
- Offers in Compromise and installment agreements
- New York State tax warrants and license suspension matters
The firm’s tax attorneys work closely with clients and their accounting professionals to address complex tax disputes and compliance matters.
Estate & Trust Taxation
The practice has significant experience addressing tax issues arising in connection with estate and trust planning and administration.
Our attorneys advise on:
- Estate and gift tax reporting
- Fiduciary income tax issues affecting estates and trusts
- Tax aspects of trust structures and modifications
- Tax planning associated with wealth transfer strategies
- Tax-efficient estate and trust administration
These matters are frequently handled in coordination with the firm’s Private Wealth, Trusts & Estates practice.
International Tax
We advise clients with cross-border business interests or personal assets on international tax considerations affecting investments, business operations and estate planning structures.
Our experience includes:
- Tax planning involving non-U.S. individuals with U.S. assets
- Structuring international investment arrangements
- Cross-border tax considerations affecting trusts and estates
- International reporting and compliance issues
- Tax planning for U.S. and foreign investments
Our attorneys work closely with clients and their advisors to develop practical and tax-efficient strategies tailored to increasingly global business and personal interests.