Tax

Thoughtful attention to tax planning is increasingly important to the success of organizations and individuals. Frequent and complex changes in tax laws call for adjustments to compliance programs and new approaches to tax reduction.

The attorneys in the firm’s Tax practice area monitor legislative and regulatory developments daily and participate on policy-forming committees of tax agencies and bar associations. This level of expertise enables practice tax attorneys to speak with authority on critical tax issues, to formulate and implement appropriate tax strategies at the federal and state level, and to represent clients effectively in controversies with tax authorities. Our attorneys’ writings are published in national tax journals and treatises, and our team speaks regularly to regional and national audiences.

Corporate Tax Planning
We work daily on the most effective tax structures applicable to the myriad corporate transactions for which the firm is engaged. From tax-free spin-offs and mergers to taxable asset sales, like-kind exchanges and other arrangements, the tax consequences of a transaction frequently drive the business deal. Practice attorneys work closely with other practice areas, especially Corporate and Real Estate, to ensure that our clients achieve the highest possible after-tax returns from a transaction.

Individual Tax Planning
We counsel clients on personal tax planning issues, which include structuring investments, planning the timing of transactions that create income or deductions, compensation planning for executives, and tax planning for the owners of closely held businesses.

State and Local Tax
Questions on state and local taxes can be critical for companies in many industries and for those making interstate sales. Practice attorneys frequently plan business transactions to ensure the most advantageous state and local tax consequences.

Tax Controversy Representation
Our attorneys have substantial experience in representing clients in the resolution of disputes with tax authorities. Frequently, these controversies are resolved at the audit level. We also provide representation in administrative appeals and practice before the U.S. Tax Court, the New York State Tax Appeals Tribunal, and other federal and state courts.

Private Letter Rulings
Clients contemplating business or personal transactions often want assurance of the tax results of their plans before they are implemented. The practice obtains private letter rulings from the Internal Revenue Service and similar rulings from the New York State Department of Taxation and Finance to meet this need.

Regulatory and Legislative Monitoring
We monitor state and federal tax legislation, and any corresponding regulatory updates, to assist our business and personal clients in planning and maintaining their business operations and investment plans.

Our Clients

  • Private Companies (ranging from Fortune 500 to closely held companies)
  • Not-for-Profit Organizations
  • Public Companies
  • Individuals
  • Private Equity Funds and Investors

Key Contacts

Team

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Disclaimer

This website presents only general information not intended as legal advice. Although we encourage calls, letters and emails from prospective clients, please keep in mind that merely contacting Harter Secrest & Emery LLP (HSE) does not establish an attorney-client relationship between us. Confidential information should not be sent to HSE until you have been notified in writing by HSE that a formal attorney-client relationship has been established. Information sent to us before then may not be treated as confidential by HSE or the court.

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