Tax

Businesses and individuals operate under complicated and ever-changing tax rules. Phillips Lytle can help. Our Tax attorneys are well versed in all aspects of federal, New York State and New York City tax and tax-related matters. Because our Tax Practice represents a wide variety of clients – from individuals and small businesses to multinational corporations – our attorneys can handle tax planning for transactions ranging from several thousand to millions of dollars, as well as tax disputes.

TAX PLANNING

The planning and transactional side of our Tax Practice focuses on advising clients on tax issues and consequences in many diverse areas.

  • Business succession planning
  • Charitable and other not-for-profit organizations
  • Employee benefits (including qualified deferred compensation arrangements and employee welfare benefits)
  • Executive compensation (including non-qualified deferred compensation plans)
  • Financing transactions (including tax-exempt bond financing, bankruptcy and loan workouts)
  • Limited liability companies
  • Mergers and acquisitions
  • Partnerships and joint ventures
  • Real estate investment trusts (REITs)
  • Real estate investments
  • Subchapter S corporations

Our Tax Practice also advises clients on tax issues in public offerings, real estate transactions (including sale-lease backs and like-kind exchanges), business structuring and choice of entity, and estate planning. Our clients include manufacturers, contractors and real estate developers, banks, pension plans, large retailers and personal service businesses.

TAX LITIGATION

Our Tax attorneys have substantial experience representing a diverse group of domestic and international clients in federal, state and local tax disputes during and after tax audits. We have practiced before the IRS, the IRS Office of Appeals, the United States Tax Court, the New York State Department of Taxation and Finance, the New York State Division of Tax Appeals, the New York City Department of Finance, the New York State and New York City Tax Appeals Tribunals, and New York State Courts.

At the federal level, our work for clients involves tax audit and administrative appeals proceedings on all types of federal taxes, in addition to representation in the United States Tax Court and other federal trial and appellate courts. At the state and local level, we represent clients at every stage, from initial audits through administrative hearings and oral arguments before the New York State or New York City Tax Appeals Tribunal and the state courts. We handle matters covering virtually every area of state tax law, including corporate and bank franchise taxes, sales tax, personal income tax (including residency disputes), and various miscellaneous New York taxes.

Tax