Taxation Law

The Nashville-based tax department is well-versed in Tennessee’s unique tax environment, including its lack of a state income tax and reliance on franchise, excise, and sales taxes. This local knowledge enables tailored strategies that comply with state regulations while maximizing financial benefits.

Here are just a few of the services we offer our clients:

1. Tax Planning and Advisory Services
   • Individual Tax Planning: Guidance on minimizing personal tax liabilities, including estate and gift tax strategies.
   • Business Tax Strategies: Structuring transactions, operations, and investments to achieve optimal tax outcomes.
   • Entity Formation: Advice on the tax implications of business entity choices (LLC, S-Corp, etc.).
   • Real Estate Taxation: Assisting with property tax matters, 1031 exchanges, and capital gains issues.

1. Tax Controversy and Litigation
   • Representation in disputes with the IRS and Tennessee Department of Revenue.
   • Handling audits, appeals, and litigation in tax courts.
   • Resolving penalties, liens, and levies through negotiations or settlements.
2. Corporate and Transactional Tax Services
   • Mergers and acquisitions tax implications.
   • Cross-border tax planning for clients with international interests.
   • Employee benefits and executive compensation taxation.
3. State and Local Tax (SALT) Compliance
   • Guidance on Tennessee-specific tax laws, including sales, use, and franchise taxes.
   • Representation in state audits and appeals.
4. Estate and Trust Taxation
   • Structuring and administering trusts to minimize tax exposure.
   • Handling probate matters with tax efficiency.
   • Philanthropic planning to optimize charitable contributions.
   • Asset protection and wealth planning