The firm represents buyers, sellers, and lenders in residential and commercial real estate transactions. The firm also represents clients in land use and zoning matters as well as tenants and landlords in leasing matters.
The firm represents businesses and their owners. That representation can include forming a new business entity (e.g., a corporation or limited liability company), drafting organizational documents that govern the ownership and operation of a new or existing business (e.g., bylaws, shareholders' agreements, and operating agreements), transitioning an existing family business from one generation to the next, and structuring buy-sell arrangements between owners of a business. It may also involve structuring and closing the purchase or sale of an existing business.
The firm represents clients in both tax planning and tax controversy matters. With regard to tax planning, the firm provides counsel on routine matters, such as tax aspects relating to the formation of business entities, and more complicated matters, including tax-efficient structuring of business transactions. The firm assists clients and other law firms with complicated like-kind exchange transactions, including exchanges involving partnership/co-owner breakups and reverse exchanges. With regard to tax controversy matters, the firm represents taxpayers in audits and administrative appeals in federal and state tax cases.
The firm represents nonprofit clients with various matters, including forming nonprofit entities and drafting related organizational documents (e.g., bylaws and conflict of interest policies), assisting nonprofits in obtaining tax-exempt status from the Internal Revenue Service, and complying with various state charitable solicitation requirements.