- Mergers & acquisitions
- Real estate
- Sales & use tax
- Securities offerings
- State & local tax planning
- Tax controversy matters involving federal, state & local taxes
- Tax exempt entity organization & planning
- Tax opinions
- Trusts, estates & gift planning
- Wealth management & transfers
State and Local Tax (SALT)
Burr & Forman assists clients with state and local tax planning and controversies against state, local and private tax collecting authorities. We advise clients on changing tax issues including planning, compliance, policy, and reducing the impact of pending tax assessments when necessary.
We assist clients in state and local taxes including:
- Business license taxes
- Corporate & individual income taxes
- Franchise & excise taxes
- Real & personal property ad valorem taxes
- Rental taxes
- Sales & use taxes
- Tax credits, exemptions & incentives
- Utilities gross receipts & license taxes
Tax Controversy & Litigation
Many clients seek our help when faced with an audit by the Internal Revenue Service or state or local tax authorities. You will get a defense in audit disputes and administrative hearings before the IRS and other taxing authorities, thanks to an approach that combines a willingness to litigate with the skill to work out a negotiated settlement. Our state tax team handles audits, appeals and criminal tax investigations. If litigation is necessary, particularly in U.S. Tax Court or other federal courts, the focus shifts to resolving the most significant issues. You get the benefit of our thorough familiarity with the procedures of the IRS and other authorities to reduce penalties, advise on IRS demands for documents and challenge administrative summonses.
Our attorneys represent taxpayers in litigation with state and local taxing authorities in areas such as sales, use, occupational, ad valorem and business license taxation. This representation involves successfully thwarting efforts by tax authorities to assess our clients with state and local taxes, in litigation filed in federal and state courts as well as administrative tribunals.
We represent clients in matters related to:
- Administrative audits
- Commencing or defending litigation over tax assessments
- Defending preliminary & final tax assessments
- Trials in federal & state courts & administrative tribunals
We assist clients with tax issues related to entity formation and capitalization, as well as mergers, acquisitions and divestitures.
We work with clients to consider all possible tax issues as part of business or economic plans so clients can make more informed financial decisions and use their resources efficiently. We advise clients in identifying obstacles and opportunities from federal, state, and local tax issues and work with them to develop innovative and practical solutions.