TAX PLANNING

Tax planning should never be an afterthought.  Our clients range from individual taxpayers and small business owners to large corporations and complex family-held entities. We work in partnership with all of our clients to achieve their personal and business goals by developing innovative strategies to maximize tax benefits while minimizing potential risks and by providing exceptional representation in tax controversies and litigation.

 

Our attorneys work in close partnership to ensure that every decision is structured to maximize tax benefits while achieving our clients’ personal and business objectives. Our team approach brings efficiency to the process, while ensuring that important tax implications are never overlooked.  

 

Our highly regarded tax attorneys hold advanced degrees, certifications and licenses, including Masters Degrees (LL.M) in Taxation, Board Certifications in Taxation, Certified Public Accountant licenses, and/or have held positions with tax organizations throughout the country.

We provide comprehensive services to clients that range from small, family-owned businesses to large companies in virtually every commercial sector.  With comprehensive knowledge of transactional tax issues, our attorneys guide business clients through every stage of development, from initial formation through mergers, acquisitions, spinoffs, transfers, and expansion into new markets.  For businesses that are just getting started, we examine the tax advantages and disadvantages of various entity structures, including corporations, limited liability companies, partnerships, joint ventures, syndications and trusts. For established companies, we provide a wide range of transactional tax services, including those related to:

  • Domestic and international corporate reorganizations, mergers and acquisitions

  • Real estate-related transactions including forming, operating and dissolving real estate ventures and real estate investment trusts

  • Structuring and executing like-kind exchanges, and tax planning for leaseholds

  • Obtaining the low-income housing tax credit and the rehabilitation tax credit

  • The full range of international matters, including inbound and outbound investments

  • Formation of partnership, LLC, S corp, and other pass-through entities

  • Formation of nonprofit entities and joint ventures

  • Foundation and trust formation

  • Formation and operation of nonprofit entities and joint ventures between nonprofit and for-profit entities

  • Tax planning for financially-troubled businesses and real estate ventures

 

In addition to crafting efficient structures for immediate transactions, we continually monitor changes in tax law to enable our clients to make smart decisions about the future. At every stage of development, our attorneys work to understand our clients’ goals and develop tax structures that work for their businesses.

NEW ORLEANS

909 Poydras Street, Suite 1250
New Orleans, LA 70112
phone: 504.524.2944
fax: 504.524.2969 

COVINGTON

7039 Hwy 190 E Service, Ste. A
Covington, LA 70433
phone: 985.674.1443 
fax: 985.674.9082 

©2020 WEILER & REES, LLC