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Taxation Law

It’s not just crunching numbers

It is working intimately with our clients to identify their personal and business objectives and needs, to tailor our resources to meet their goals and to ensure that at the end of the day, the tax results are consistent with our clients’ business and personal desires. We have the experience and the track record to assist our clients in every phase of tax law. We work closely with all of the attorneys in the Firm in furtherance of our clients’ objectives and goals. Our commitment is to serve our clients on an integrated and multi-disciplinary basis,

using the Internal Revenue Code, Treasury Regulations and rulings, as well as federal and state case law as foundations for sound business and tax planning while coordinating each client’s income, estate and gift tax issues with their business, family and interpersonal affairs. In this manner, we often work side by side with the Firm’s Business Law, Venture Capital & Emerging Companies, Real Estate, Environmental Law and Labor & Employment practice groups and the Litigation Department, merging prudent tax strategies with cutting edge business planning.

Our clients are individuals and sole proprietors, as well as closely-held businesses including corporations, limited liability companies, general and limited partnerships as well as publicly traded corporations. We are practical, proactive and forward thinking. We use sound and well-established

financial, business and tax planning principles to mitigate our clients respective tax burdens.

Our Services Include

  • Individual and Corporate Income Tax Planning and life insurance planning
  • Limited Liability Companies, General and Limited Partnerships, S Corporations Joint Ventures and other flow-through entities
  • Mergers, Acquisitions, Reorganizations, Spin-offs and
  • Split-ups, Redemptions and Liquidations, Venture Capital Arrangements and Investments
  • Selection of business entity: “C” and “S” Corporations, Limited Liability Companies, Partnerships, Joint Ventures, Trusts and Sole-Proprietorships
  • Business succession planning for closely-held corporations, lim- ited liability companies and partnerships
  • Owner “Buy-Sell” arrangements – cross purchase, entity redemption and hybrid “wait and see” agreements
  • Deferred compensation arrangements, including Rabbi Trusts, Split-Dollar Plans, Insurance Plans and Phantom Stock Plans
  • Compensation matters such as qualified and non-qualified stock option plans
  • Qualified Retirement Plans – pension plans, profit sharing plans, 401(k) plans, 419 plans, ESOPS, target benefit plans
  • Charitable 501(c)(3) and other tax-exempt organizations
  • Estate/Probate Planning and Administration
  • Charitable Trusts and Private Foundations
  • Family trust arrangements and family limited liability compa- nies and partnerships
  • Marital, premarital and divorce planning and negotiation
  • Tax-exempt financings
  • Tax opinions and Private letter ruling requests from the
  • Internal Revenue Service and Department of Revenue Services
  • Connecticut Sales and Use tax audits and litigation
  • Federal and state corporate, limited liability company and part- nership income tax audits, litigation and appeals
  • Federal and state individual income tax audits, litigation and appeals