Tax Case Results

• Aided Fortune 500 client in defending $100+ million tax deduction against IRS audit attack.
• Structured U.S./ Canadian oil and gas matter to optimize client’s maximum benefit of the U.S. and Canada tax law.
• Obtained million-dollar-plus property tax refund.
• Favorably resolved $20 million state corporate income tax assessment by combination of administration appeals and legislative action.
• Obtained millions in sales and property tax exemptions and income tax credits for new or expanding industrial and manufacturing concerns.
• Obtained multi-million-dollar income tax refunds for shareholders of complex S corporation entities.
• Planned and drafted several deferred compensation and phantom stock compensation plans with Rabbi Trusts for publicly held and privately held companies.
• Planned, designed and reviewed a KEYSOP, a newly developed non-qualified executive compensation plan.
• Planned substantial estate transferring real estate properties, LLC interests and S corporation stock to family LLC and selling value discounted LLC interests to defective grantor dynasty trust.
• Planned substantial estate transferring marketable securities to LLC and selling value discounted LLC interests to GRAT.
• Planned sales of closely held stock and real estate using tax-exempt charitable remainder trusts.