Tax Planning

Our clients range from individual taxpayers and small business owners to large corporations and complex family-held entities. We work in partnership with our clients to achieve their personal and business goals by developing innovative strategies to maximize tax benefits while minimizing potential risks.  We also provide exceptional representation in tax controversies and litigation.  Our highly regarded attorneys hold advanced degrees and certifications, including Masters in Tax Law (LL.M in Taxation) and board certifications in tax law and estate planning certified by the Louisiana Board of Legal Specialization.

Our team approach brings efficiency to the process, while ensuring that important tax implications are never overlooked. Working with Certified Public Accountants we routinely assist CPAs with IRS audit advice or support. We can provide support to CPAs in various ways from taking the lead in IRS examinations to providing legal analysis of discrete issues.  We also work with our client’s financial planners and advisors to make certain that all plans are structured correctly and that all professionals agree and are on the same page to implement the plan successfully.

​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.

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.

When litigation of a tax issue is appropriate and required to resolve a tax issue, clients can rely on our attorneys to identify the benefits and risks of particular forums in which to litigate the tax case. We have represented clients before the U.S. Tax Court, U.S. Federal District Courts, and U.S. Court of Federal Claims.  Our approach takes into account the needs of each client, utilizing strategies that offer the best opportunities for success while managing the litigation process to provide value and efficiency for the client, but most importantly a solution.  Our trial attorneys are known for advocacy, judgment, and responsiveness. Listening, understanding and believing in the goals of our clients are our guideposts in delivering results at the courthouse.

​We provide our clients with candid and accurate advice on their legal rights and their potential for:

Our attorneys are here to help you resolve your tax collection problem and protect your legal rights.  We pride ourselves on being efficient, effective, and of course discrete in all client tax collection matters.

TAX EXEMPT ORGANIZATIONS

Our attorneys focus on the special needs of tax-exempt organizations, helping to get new organizations off to a healthy start and staying with them as they grow and develop. Our clients range from large private foundations and associations to small organizations, individuals, public charities, religious organizations, and social organizations, as well as individuals looking to accomplish philanthropic goals.

​In the initial stages of formation, we help our clients examine the organization’s likely sources of funding, type of governance, and potential activities in order to determine the most appropriate tax-exempt structure. We also work with individuals, taking time to thoroughly understand their philanthropic goals and then we help find the best way to achieve those goals, whether it be through direct giving, a donor-advised fund, creation of a private foundation, or other tax-efficient means. We seek to coordinate federal and state activities to secure the most comprehensive exemption available to our clients.