“Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one’s taxes.” – Helvering v. Gregory, 69 F.2d 809, 810 (2d Cir. 1934)
All business owners – from mom-and-pop startups to expanding middle-market players – recognize the importance of managing their tax burden.
The attorneys at Bulman, Dunie, Burke & Feld help provide scalable solutions to our business clients to promote tax efficiency and allow businesses to retain more of their revenue.
From simple choice of entity and tax classification elections in small businesses and start-ups to more sophisticated tax planning for existing businesses such as spin-offs, spin-outs, reorganizations, and restructurings, our attorneys provide tax planning advice that meets a business owner’s tax needs when it matters most.
Led by an attorney with a masters of law degree in taxation from Georgetown University Law Center, recent tax matters on which our professionals have advised include:
- Advising a mid-market real estate holding entity in connection with a redemption of its securities to minimize state and local tax effects
- Representing a private energy investment firm in determining and minimizing the income tax effects and potential withholding obligations in connection with taking on foreign (non-U.S.) investments
- Providing tax structuring and tax indemnity advice relating to a portfolio company’s acquisition of a foreign-owned U.S. manufacturing entity, including advising as to the availability and potential desirability of alternative federal tax elections for sale treatment
- Advising numerous clients with respect to transactions involving “S” corporations, including inversions through “F” reorganizations and structuring equity-related transactions to comply with the requirements of Subchapter S of the Internal Revenue Code
