Tax Law

“In this world, nothing can be said to be certain, except death and taxes.”

Benjamin Franklin spoke these sage words over two centuries ago, but the implications of Mr. Franklin’s insights continue to be relevant today. Whether a client is reorganizing or selling a successful business, shifting wealth to the next generation, or transferring interests in real estate, our attorneys provide sound advice to minimize taxes.

Merger and Acquisitions, Private Equity and Venture Capital

Our attorneys routinely represent clients in connection with taxable and non-taxable acquisitions, dispositions, reorganizations, and restructurings in connection with merger and acquisition transactions. As part of these services, we serve business leaders and innovators across a wide range of industries to maximize tax savings.

Estate and Gift Taxes

The federal estate and gift tax exemption continues to be in flux. Our attorneys regularly advise clients on the best strategies to avoid estate taxes.

California Property Taxes

State property tax laws are unique. Structured improperly, purchase and sale transactions, gifting transactions, or death may trigger a property tax reassessment. We frequently assist clients in navigating the complex real property tax laws and in structuring transactions in a manner to preserve lower property tax bases under California’s Proposition 13.

Corporate Entity Selection

Our attorneys provide sophisticated advice to clients on entity selection and the tax implications of selecting a Corporation, Limited Liability Company, or Partnership structure for their business.

Non-Profit Organizations

Our tax attorney professionals advise on a wide variety of tax-exempt organizations, including charitable organizations, corporate and private foundations, and community foundations. We address tax-exempt-related issues that affect charitable organizations, including fundraising and corporate sponsorship issues, state charitable solicitation, public disclosure requirements, and charitable governance practices.