Tax Planning & Compliance
Capabilities
- Assist with sales and use tax audits and disputes
- Corporate and individual income tax
- Document and manage 1031 exchanges
- Gift, estate, and trust tax planning
- Income tax audit defense
- Investigate and provide guidance for Qualified Opportunity Zones and other tax incentives available to investors and property owners
- Pursue real and personal property tax appeals
- Tax dispute resolution, litigation and planning
- Tax planning for business succession
- Tax planning for sales, purchases and mergers
Clients Served Include
- Businesses
- Individuals
- Non-profit organizations
DBL Law’s Tax Planning & Compliance Practice Group understands that the life of every individual, business, trust, and estate is deeply impacted by the complex web of federal, state, and local tax systems. Our experienced attorneys work closely with clients and their financial advisors to navigate these intricate tax laws and regulations, striving to achieve the best possible outcomes.
Our Services Include:
- Tax Planning: We provide strategic tax planning services for individuals, businesses, trusts, and estates, helping clients minimize tax liabilities and maximize financial efficiency.
- Tax Compliance: Our team ensures that clients comply with all applicable tax laws and regulations, including filing requirements and reporting obligations, to avoid penalties and audits.
- Estate and Gift Tax Planning: We assist clients with estate and gift tax planning, developing strategies to transfer wealth efficiently and reduce tax burdens on heirs.
- Business Taxation: Our attorneys advise businesses on a wide range of tax issues, including corporate tax planning, partnership taxation, and tax considerations for mergers and acquisitions.
- Tax Disputes and Litigation: We represent clients in tax disputes with federal, state, and local tax authorities, providing robust defense and negotiation skills to resolve conflicts favorably.
- Employee Benefit Plans: We counsel businesses on the design and implementation of employee benefit plans, ensuring compliance with tax laws and maximizing tax benefits.
- Nonprofit and Tax-Exempt Organizations: Our team assists nonprofit organizations with maintaining tax-exempt status, navigating compliance issues, and optimizing tax benefits.
Our Approach:
- Collaborative Planning: We work closely with clients and their financial advisors to develop comprehensive tax strategies tailored to their unique needs and goals.
- Proactive Compliance: Our proactive approach to tax compliance helps clients stay ahead of regulatory changes and avoid potential issues before they arise.
- Expert Representation: In the event of a tax dispute, our attorneys bring extensive experience and a thorough understanding of tax law to provide effective representation and achieve favorable outcomes.
- Client Education: We educate our clients on tax laws and regulations, empowering them to make informed decisions and understand the impact of their tax strategies.
Why Choose DBL Law?
- Experienced Team: Our attorneys have a wealth of knowledge and experience in tax planning and compliance, offering deep insights and practical solutions to complex tax issues.
- Tailored Strategies: We provide customized tax strategies that align with our clients’ specific financial goals and circumstances.
- Comprehensive Services: Our full-service approach covers all aspects of tax planning and compliance, ensuring seamless and efficient service.
- Client-Centered Focus: We prioritize understanding our clients’ needs and delivering exceptional service and results.
- Commitment to Excellence: We are dedicated to achieving the best possible outcomes for our clients through diligent representation and strategic counsel.
Contact DBL Law today to learn how our Tax Planning & Compliance Practice Group can assist you with your tax-related legal needs and help you navigate the complexities of the tax system.
Affiliated Membership
- Kentucky Society of Certified Public Accountants
Our Specialists
-
Drew Emmert
Partner -
Helen LeVay
Partner -
Jeff Schlosser
Partner -
Jim Dressman
Partner -
Ryan Whitaker
Partner
News
-
Giving Through A Charitable Remainder Trust
A Charitable Remainder Trust (CRT) is an irrevocable tax-exempt trust providing an income stream to non-charitable beneficiaries for life or a determined period of time…
-
5 Critical Reasons Why Everyone Needs Estate Planning
Estate planning might sound like a topic reserved for the wealthy or the elderly, but the truth is, everyone can benefit from having an estate…
-
Drop and Swap Strategy Aided by Recent Ohio Law Means Boon for Real Estate Investors
For many years, experienced commercial real estate (CRE) investors in Ohio have structured real estate purchases as an entity purchase and sale, often referred to…
-
The Difference Between Testamentary V. Living Trusts
Many families use one of two type of trusts, particularly when there are minor children. A testamentary trust is created through a person’s Last Will…