Tax - Corporate & Partnership

Overview

At Walter | Haverfield, we provide a practical, yet creative, approach to business formation strategies. We work closely with clients to understand their unique situations in order to suggest a business structure that best suits their needs and objectives. Since most of our tax attorneys also have accounting experience, we are able to consult on a wide array of even the most complex tax and financial planning issues facing closely held and family businesses.

So whether you’re thinking of selling, purchasing, spinning off, splitting up, converting, merging or acquiring, we’re at your side with ideas designed to maximize your return while limiting your liability.

We support businesses during every phase of their life cycles from starting up to full maturity, including succession planning to ensure the success of the business for generations to come.

Experience

The Corporate & Partnership Tax group’s experience and services include the following:

  • Advise and assist clients in all steps of setting up non-profit organizations and obtaining favorable determinations from IRS.
  • Assist with reinstatement of tax exempt status.
  • Assist in gift planning to maximize estate, gift, and generation skipping tax savings.
  • Advise and guide clients through Offshore Voluntary Disclosure for previously unreported foreign bank accounts.
  • Advise tax-exempt entities on all aspects of obtaining and maintaining their exempt status and complying with state charitable contribution reporting requirements.

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