Tax PlanningOverviewStrategic tax planning is an essential consideration in order to minimize taxes when structuring transactions. We advise clients on the federal, state, and international tax law implications of acquisitions, reorganizations, buy-outs, and spin-offs; intellectual property transfers and licenses; and real estate developments, joint ventures, dispositions, exchanges, and related transactions. When appropriate, we recommend and seek advance rulings from state departments of revenue, the IRS, and other taxing authorities. We have extensive experience assisting borrowers, lenders, and other parties in utilizing new market tax credits, low-income housing tax credits, historic tax credits, and various tax credits used by the renewable energy industry.
We closely monitor changes in tax laws, and draw on our decades of experience in both tax planning and contested matters, to provide clients with creative, practical advice on the most tax-beneficial structures. Our attorneys have been at the leading edge in working with clients in Wisconsin and across the United States to develop and evaluate new tax laws at the policymaking stage; to understand and plan for changes; and to challenge certain laws in court. We also frequently write and speak on evolving tax law, helping educate accountants, attorneys, and others with respect to significant changes. Our tax lawyers are key members of several of the firm’s industry-leading groups, including our well-known Venture Best® group, which advises emerging businesses and assists with venture capital; our renewable energy group; and our financial restructuring and workout group. This interdisciplinary approach has proven extremely effective in tax planning for clients in many different industries, ranging from renewable energy providers to hospitals, healthcare systems, and regional shopping centers. Successful outcomes that we have achieved for clients in tax matters include:
- Maximization of state and federal tax credits
- Advice on tax-efficient acquisitions and maximizing tax-deferred transactions, including for clients within highly regulated industries such as insurance and banking
- Advice on complex, multi-party like-kind exchanges (Internal Revenue Code Section 1031)
- Counsel to partnerships and LLCs with respect to tax-efficient joint venture and acquisition structures, tiered structures, multiple classes of debt and equity, the “disguised sales” rules, and the granting of profits and compensatory interests
- Employee stock ownership plans
Related People Preview Attorney's BiographyDaniel advises clients on a variety of domestic and international tax matters. He represents public and private companies in many industries including technology, manufacturing, life sciences, energy, insurance, and more.  Preview Attorney's BiographyJames assists clients with the federal and state income tax aspects of a variety of business transactions, including mergers and acquisitions, incorporation/organization events, and Code Section 1202 qualification issues. James also handles all aspects of tax transactions for public companies and closely held businesses, whether treated as a C corporation, S corporation, partnership, or sole proprietorship for tax purposes. He also counsels businesses on new tax legislation and compliance and advises on corporate formation and governance matters.  Preview Attorney's BiographyChris focuses his practice on tax matters. He is experienced with tax compliance, tax planning, and tax controversy issues. He also counsels businesses on new tax legislation.  Preview Attorney's BiographyClients call on Hamang for guidance on the federal, state and local tax and business law issues stemming from complex business transactions. His strategic counsel encompasses mergers and acquisitions, tax-free reorganizations, spin-offs, new market tax credit financings, historic tax credit financings, partnerships and joint ventures, REIT acquisitions, real estate transactions, and renewable energy tax incentives.  Preview Attorney's BiographyTim provides strategic counsel on tax matters contested by the Internal Revenue Service, the Wisconsin Department of Revenue, and the taxing authorities of other state and local jurisdictions. Contested matters, for Fortune 1000 and other clients, include: federal income taxation of banks, insurance companies and manufacturers; multistate apportionment and allocation of income; transfer pricing among affiliated entities; and sales and use tax for retailers, manufacturers and construction contractors.  Preview Attorney's BiographySean assists clients with a range of tax and transactional matters, including mergers and acquisitions, tax restructuring, tax-free reorganizations, debt and equity financing, repatriation planning, REIT formations and acquisitions, real estate transactions, and more. He has significant experience drafting and negotiating the tax aspects of contracts such as purchase agreements, including representations and warranties, forward-looking covenants, tax allocation provisions, and joint venture agreements between U.S. and foreign parties.Before joining Michael Best, Sean was a tax associate in ...
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