Tax Planning and Preparation
Our tax partners, Mr. Mastin and Mr. Bergstrom, both received their Masters in Taxation (LL.M.); one from New York University School of Law and the other from the University of Denver, Sturm College of Law. With this additional training and expertise, and by surrounding ourselves with a team of dedicated CPAs, we are capable of advising our clients on a very broad range of tax issues. We prepare more than 200 dental practice returns each year, and offer expert tax planning and preparation for individuals and businesses alike. Click here to learn more about our accounting team.
We frequently structure tax advantaged transactions, render legal opinions in support of business transactions, file for ruling requests from the Internal Revenue Service (IRS) and represent clients before the IRS in audits, appeals and other negotiations. Additional areas of emphasis include: mergers and acquisitions, corporate reorganizations, like-kind exchanges, capital gains planning, charitable contributions, and conservation easements.
Our breadth of experience allows us to add value to our clients by serving as business advisors as well as legal counsel.
Specific matters that we can assist with include the following:
- Audit Representation (IRS, State and Local Audits)
- Ruling Requests to IRS
- Tax Compliance
- Business Distributions and Redemptions
- Entity Formation and Reorganizations
- Like-Kind Exchanges
- Entity Liquidation or Sales
- Mergers and Acquisitions
- Partnership Planning and Taxation
- Business Recapitalizations
- Trust and Fiduciary Income Taxation
- Industry Taxation (Dentistry and Real Estate Experts)