Practice Area
Tax Law
Strategic tax planning that enhances value and maximizes after-tax returns. We structure transactions and entities to achieve optimal tax outcomes while maintaining operational flexibility.
Tax Planning Services
Fund Tax Structuring
- • Carried Interest Optimization
- • Management Fee Waivers
- • UBTI Blocker Structures
- • Partnership Allocations
- • Tax-Exempt Investor Planning
Transaction Tax Planning
- • Tax-Free Reorganizations
- • Section 338 Elections
- • Purchase Price Allocations
- • Earnout Structuring
- • Installment Sale Treatment
International Tax
- • Treaty Optimization
- • Foreign Tax Credits
- • FIRPTA Planning
- • Withholding Tax Minimization
- • Transfer Pricing
Strategic Tax Planning
Investment Funds
- — Profits interest grants and vesting
- — GP/LP structure optimization
- — State and local tax planning
- — Foreign investor structures
- — ERISA and plan asset considerations
Business Transactions
- — Qualified small business stock (QSBS)
- — Section 1031 exchanges
- — Opportunity zone investments
- — Cost segregation studies
- — R&D tax credits
State & Local Tax Planning
Navigate the complexity of multi-state taxation with strategies that minimize overall tax burden while ensuring compliance across all jurisdictions.
Nexus Analysis
Economic & physical presence
Apportionment
Income allocation strategies
Credits & Incentives
State tax credit optimization
Entity Selection
State-specific structuring
Tax-Efficient Structures
Entity Selection
- Partnerships and LLCs
- S corporations
- C corporations
- REITs and RICs
- Disregarded entities
- Series LLCs
Specialized Structures
- Blocker corporations
- Master-feeder structures
- Parallel fund structures
- Up-C structures
- Umbrella partnerships
- Synthetic equity arrangements
Industry Expertise
Deep understanding of industry-specific tax considerations enables us to create targeted strategies that address your unique challenges and opportunities.
Private Equity
Buyout & growth funds
Real Estate
REITs & opportunity funds
Venture Capital
QSBS & early-stage planning
Energy
Credits & partnership structures
Technology
IP & R&D planning
Healthcare
Provider & payor structures
Optimize Your Tax Strategy
Schedule a consultation to discuss your tax planning needs. We create strategies that enhance value and maximize after-tax returns.