General Taxation 

Ulmer & Berne’s tax attorneys advise clients on the tax implications of all business and personal transactions.  We work closely with other lawyers in the Firm to provide a seamless integration of tax and business counsel.  Our depth of knowledge and experience enables us to deal with the broad range of tax issues faced by our clients, whether large or small, corporate or individual.  Some of the services our tax attorneys provide to clients include:

  • Tax counsel with respect to the purchase and sale of businesses in taxable and nontaxable transactions;
  • Tax planning relating to the creation or changing of business structures, including corporate separations;
  • Implementing like-kind and other tax-free or tax-deferred exchanges;
  • Representing clients in all phases of tax controversy matters;
  • Negotiating and settling tax collection matters;
  • Obtaining advance rulings from the Internal Revenue Service to assure the tax consequences of a proposed transaction;
  • Succession planning for family businesses, including developing business and tax strategies necessary to meet family goals;
  • Wealth transfer planning, including the creation of family limited partnerships, trusts and gifting programs;
  • Analyzing tax aspects of litigation, including employment-related disputes;
  • Structuring tax-advantaged investments, including low income housing tax credit, historic rehabilitation tax credit and other real estate syndications;
  • Forming and assisting in the operation of tax-exempt organizations; and
  • Counseling with respect to the issuance of tax-exempt bonds, including municipal and industrial revenue bonds.