Tax Advisory Services

Our practice
Business entity formation 

• Assist new enterprises in choosing a business entity, including partnerships, limited liability companies, business trusts, Subchapter S corporations, regular corporations, and hybrid entities

Mergers and acquisitions 

• Plan and structure purchases or sales of stock, select assets or entire businesses, taxable or tax-free, domestic or foreign 
• Negotiate all tax aspects of acquisition, merger, and sale agreements

Financings 

• Advise on all tax aspects of financing transactions, including venture-backed financings, to meet businesses' capital needs, such as common and preferred stock, hybrid securities, special purpose derivative securities, and long- and short-term notes

International operations 

• Assist businesses in structuring inbound and outbound transactions. including active business operations and investments 
• Counsel small to large businesses with cross-border operations for maximum tax deferral and utilization of foreign tax credits 
• Assist foreign businesses and investors in structuring U.S. operations to minimize U.S. taxes while avoiding the tax disadvantages of the branch profits tax and earning stripping rules

Real estate entities 

• Work with entrepreneurs and investors to take full advantage of the numerous provisions of tax law beneficial to real estate assets, including like-kind exchanges, low-income housing tax credits, historic structure tax credits, and sales to umbrella real estate investment trusts (UpREITs and DownREITS)

Investment companies 

• Advise hedge fund clients on the tax aspects of the funds, including the taxation of fund investments

Tax planning 

• Advise high-net-worth individuals and owners of family businesses on all aspects of tax planning and strategies to minimize income taxes and wealth transfer taxes

State and local tax matters 

• Advise clients on the state and local tax consequences of transactions and assist them in minimizing state tax exposure

Tax controversy 

• Represent businesses and individuals in audits and appeals before the Internal Revenue Service and the Massachusetts Department of Revenue, and in judicial proceedings at the trial and appellate levels