photo of Rob Munnelly and Richard Hindlian in discussion

Our tax practice focuses on:

  • selecting an appropriate jurisdiction and business entity choice designed to minimize tax obligations
  • providing tax-efficient designs for commercial transactions
  • planning for international transactions and using business structures based in Europe, Asia and offshore locations
  • providing reasoned tax opinions 
  • assisting businesses in completing tax registrations and making appropriate tax elections
  • assessing  impacts on employee benefit plans, “golden parachutes” and deferred compensation in matters involving business reorganizations, acquisitions, spinoffs and other contexts
  • offering tax-efficient succession planning and exit strategies for maturing businesses
  • minimizing tax burdens and resolving controversies, including tax liens and levies, with taxing authorities
Results

Our strong track record of success.

  • Provided tax counsel and prepared tax opinions regarding the impact of federal, state and local taxes (including income, excise, sales and real estate transfer taxes) for acquisitions of national companies in several jurisdictions.
  • Advised a U.S. software firm opening a South American sales office and determined appropriate methods for tax reduction on repatriated profits returned to the U.S. company.
  • Developed a specialized partnership income allocation structure for real estate investments to maximize depreciation and allocate tax losses to the higher-income partners.
  • Represented a split-interest trust in complex income tax IRS litigation in the U.S. Tax Court, coupled with related-party ongoing income tax audits related to multiple tax years in the Appeals Office.
  • Concluded a complex §1031 like-kind real estate exchange transaction for a grantor trust with multiple beneficiaries resident in many states.
  • Resolved an IRS penalty case for 8,000 late-filed 1099 forms issued to medical service providers by three tax-exempt medical plan insurers with respect to over 100 plan clients.
  • Resolved and issued an opinion regarding the tax treatment of a settlement payment made to heirs of a decedent where the will was allowed.
  • Advised the trustee of a charitable remainder trust regarding amendment of the trust agreement in compliance with the Federal Tax Law.
RESOURCES

Happenings, headlines and insights.
See what’s new at Davis Malm.

View Our Business Resources

Publications

November 2, 2020

Tax-Exempt Entity Retirement Plans and the Tax Consequences of Noncompliance

Read More

Firm Announcements

October 23, 2020

Davis Malm Adds Immigration Attorney Allison Ahern Fillo to Business Law Practice

Read More

Publications

October 20, 2020

Important Changes on the Way for Massachusetts Cannabis Delivery Licenses

Read More

Publications

October 15, 2020

Massachusetts Publishes Proposed Regulations to Establish Delivery License

Read More

Alerts

October 8, 2020

Tax-Exempt Entity 457(b) Plans & the Tax Consequences of Noncompliance

Read More

Alerts

October 2, 2020

Cannabis Control Commission Publishes Proposed Regulations to Establish Wholesale Delivery License

Read More

Publications

August 28, 2020

How Businesses Can Reopen in Compliance With the ADA

Read More

Publications

August 25, 2020

Massachusetts Travels the Long and Winding Road to Social Equity in Cannabis

Read More

Publications

August 13, 2020

New Guidance for Tax-Exempt Organizations: Proposed IRC 4960 Regulations

Read More
Contact Us

Need Business Counsel?

Get in touch
Scroll to Top