Tax Law

Complex Laws. Straightforward Results.

Our multidisciplinary practice team provides experienced tax representation to all types of entities, including corporations, limited liability companies, general and limited partnerships, trusts and estates, and various nonprofit organizations. Our tax attorneys also represent individuals on personal tax matters, such as investments in businesses, employment and benefits issues, wealth management and transfer issues, business succession planning, asset protection issues, estate and gift planning, cross-border investments and expatriations. 

The extensive background of our tax attorneys contribute to their expertise and broad range of capabilities. The firm’s tax group is composed of a number of attorneys with specialized degrees in taxation, as well as former practicing Certified Public Accountants. Our attorneys have frequently taught law school classes on various tax and financial matters, including federal income tax and business planning. Additionally, members of our tax team write and speak extensively on a wide-range of issues related to taxation and economic development.

Tax Planning
Tax laws are frequently changing and can present a wide range of complicated legal issues for clients. Tax issues can arise from most all types of business and financial activities and require careful planning in order to affect the most advantageous tax strategies. In today’s environment, consideration of tax issues is an important part of any business or economic plan and can lead to more informed financial decisions and efficient use of resources. Experienced tax representation is critical in order to identify the obstacles and opportunities arising from federal, state, and local tax issues. Burr & Forman is committed to providing top quality service and working with clients to develop innovative and practical solutions to tax issues. 

Business Taxation
Burr & Forman helps enterprises with all aspects of tax law.  We assist with tax issues related to entity formation and capitalization, as well as mergers, acquisitions and divestitures.  We also assist clients during audits, controversies and appeals at both the state and federal level.   

State and Local Tax (SALT)
Our attorneys have extensive experience on state and local tax issues, such as tax incentives, negotiations with government entities on matters related to business and industry expansions and relocations, as well as other state and local concerns.  

International Tax
Our tax attorneys are well versed in international taxation laws and have represented domestic and foreign clients in international tax matters. Our international tax experience includes:

  • Tax advice on structuring cross-border financial and lending transactions, mergers & acquisitions, joint-ventures and investments
  • Domestic International Sales Corporations (DISCs) and Foreign Sales Corporations (FSCs)
  • Transfer pricing rules and regulations
  • Tax and corporate inversions
  • Offshore voluntary disclosure initiatives for persons with unreported foreign entities and bank accounts
  • Citizenship renouncements, expatriations and the U.S. Exit Tax
  • Executive and personnel mobility and tax equalization  

Our Services
We provide services on a variety of international, federal, state and local tax issues, including the following matters:

  • Mergers and acquisitions
  • Real estate transactions
  • Corporate, partnership, and limited liability company organization and planning
  • State and local tax planning
  • Securities offerings
  • Liquidations and sales
  • Tax exempt entity organization and planning
  • Employee benefits, retirements plans, and related matters
  • Trusts and estates
  • Tax controversy matters involving federal, state and local taxes
  • Legislation and regulation
  • Tax opinions

Our tax attorneys work to develop and implement substantive and practical tax advice and strategies for our clients in all of the above areas, while at the same time, we assist our clients in evaluating other business and legal issues involved. We deliver seamless legal services to our clients utilizing the resources from other practice groups within Burr, such as our Business, Litigation, Financial Services and Real Estate groups.  

For more information please contact one of the members of our tax group. 

Our Attorneys

Louis Anders
Retired Partner ~ Birmingham, Alabama|
(205) 458-5275
(205) 244-5600
Louis
C. Reid Barrineau
Associate ~ Atlanta, Georgia|
(404) 685-4311
(404) 214-7399
C. Reid
Kathryn Bouchillon
Partner ~ Atlanta, Georgia|
(404) 685-4280
(404) 214-7383
Kathryn
Edward Brown
Partner ~ Atlanta, Georgia|
(404) 685-4292
(404) 214-7947
Edward
Joshua Ehrenfeld
Counsel ~ Nashville, Tennessee|
(615) 724-3232
(615) 724-3332
Joshua
Bryan Glover
Partner ~ Atlanta, Georgia|
(404) 685-4252
(404) 214-7395
Bryan
C. Logan Hinkle
Partner ~ Birmingham, Alabama|
(205) 458-5154
(205) 244-5659
C. Logan
Chester "Chet" Hosch
Partner ~ Atlanta, Georgia|
(404) 685-4279
(404) 214-7979
Ingu Hwang
Counsel ~ Birmingham, Alabama|
(205) 458-5313
(205) 244-5684
Ingu
Debra Mackey
Counsel ~ Birmingham, Alabama|
(205) 458-5484
(205) 244-5751
Debra
Warren Matthews
Partner ~ Montgomery, Alabama|
(334) 241-7000
(334) 262-0020
Warren
James McCarten
Partner ~ Atlanta, Georgia|Nashville, Tennessee|
(404) 532-7236
(404) 817-3244
James
William McKenzie
Partner ~ Atlanta, Georgia|
(404) 685-4312
(404) 214-7396
William
Norman Orr
Partner ~ Birmingham, Alabama|
(205) 458-5142
(205) 224-9453
Norman
Bruce Rawls
Partner ~ Birmingham, Alabama|
(205) 458-5247
(205) 244-5700
Bruce
Allen Sullivan Jr.
Partner ~ Birmingham, Alabama|
(205) 458-5108
(205) 244-5717
Allen
William Thuston
Managing Partner ~ Birmingham, Alabama|
(205) 458-5143
(205) 244-5712
William

Experience Matters

Brief sentence defining representative matters.

  • Internal Revenue Code Compliance, Section 409A

    Retained by publicly traded company to assist in bringing its Non-Qualified Deferred Compensation Plans into compliance with Section 409A of the Internal Revenue Code.
  • Company Restructure

    Represented client Budgetext Corporation, a distributor of educational materials having sales in excess of $100,000,000 annually, with the recapitalization and restructuring of the Company in connection with the offering of shares to third party investors. Work included negotiation of contracts, analysis, review and preparation of due diligence materials and offering materials, advice on tax matters, and review of structuring issues. Proposed transaction included sale of subsidiaries in Puerto Rico and Panama.
  • Divesture of Franchises

    Represented a large used car dealership company, a wholly-owned subsidiary of one of the largest Japanese trading companies, in the divesture of its General Motors franchises in Charlotte, North Carolina during the first quarter of 2009. Transaction work included advice as to structure, real estate issues, and franchise law issues. The firm continues to represent the used car dealership company in pursuing its program for purchase and consolidation of dealerships in the Southeast.
  • International General Counsel Responsibilities

    Retained to assist international company with various responsibilities, including drafting and negotiating contracts, dealing with claims made against the company, working with local government entities on utilities and incentive issues, assisting with compliance issues with respect to federal and state laws, and other general matters.
  • Employee Benefits

    Worked on numerous employee benefit plans; 401(k), cash balance, profit sharing, 403(b), 457, non-qualified deferred compensation, health plans, cafeteria plans, HRAs for hospitals, doctors offices, and associations.

Events

September 17, 2014
Jim McCarten to Speak at the Cumberland Chapter of Tennessee Society of CPAs

RESOURCES