In the broad range of tax law, ShuffieldLowman has experience in all manner of federal, state, and local tax issues. The firm advises individuals on the most tax-efficient ways to set up their estate plans and business entities. We advise companies on starting subsidiaries and joint ventures, engaging in business transactions to maximize tax benefits, and compensating key employees in compliance with tax requirements. If tax disputes arise, our team also has experience resolving state and federal litigation with the Florida Department of Revenue and the Internal Revenue Service. Many of the attorneys in the tax section have advanced LL.M degrees, regularly publish articles in legal publications and have lectured on various taxation topics.
Corporate Tax Planning
The firm’s tax law team starts advising clients with the formation of their business entity and continues providing counsel throughout the lifecycle of the business. Our team’s goal is to help businesses prosper and succeed for the entirety of its growth, while minimizing tax risks. The firm’s corporate tax law attorneys work in virtually every aspect of federal, state, and local taxation, assisting organizations with a full range of tax specialties and areas, such as:
- Business formations
- Choice-of-entity planning
- Mergers, acquisitions, and divestitures
- Financings and recapitalizations
- Tax-free reorganizations
- Taxation of real estate and 1031 transactions
- State & local tax planning
- Employee incentive and 409A compensation planning
- Syndications and limited partnerships
- Tax-Exempt Entities
Estate and Gift Tax Planning
Our clients want their estate plans to preserve wealth for future generations, that’s why ShuffieldLowman’s tax law team is well-versed in areas like:
- Estate tax planning
- Succession planning
- Advance tax planning
- Charitable planning and private foundations
- High net worth tax planning
- Private trust companies
Our team implements the latest techniques to reduce estate taxes for achieving maximum savings, continually monitoring, and updating estate planning tactics based on the latest developments in tax and non-tax laws that could affect our client’s estate plans.
Tax Disputes (litigation)
The firm’s tax attorneys are experienced in resolving state and federal tax disputes and litigation with the Internal Revenue Service and Florida Department of Revenue. Our tax disputes team handles a variety of issues such as IRS audits including “eggshell audits” (audits with potential fraud issues); state sales tax audits; state sales tax collections; IRS audit appeals; failure to file; domestic and off-shore penalty abatements and appeals; off-shore and domestic voluntary disclosures; trust fund penalties and appeals (payroll tax); lien and levy releases; Installment agreements and offers in compromise and appeals; Collection Due Process Appeals (CDP) and Collection Appeals Program (CAP); sales tax audit informal protests; DOAH appeals; Tax Court litigation; and FBAR penalty litigation.