Tax

Offering effective tax planning and controversy advice
Gresham Savage provides tax planning advice and tax controversy representation to individuals and companies across a variety of industries. Our attorneys work with clients to structure their corporate transactions, real estate transactions and compensation plans in the most effective manner to take advantage of the current tax law, as well as to accomplish the primary goals of the transaction.

Our attorneys have first-hand knowledge of tax challenges as well as the best practices from their time spent working in the tax world. Our experienced team includes two attorneys who hold Masters of Laws in Taxation, and our expertise is visible in our results. In one major case, we spent nine months battling the Franchise Tax Board on deductions that had been capped for our client and achieved a favorable outcome.

Collaborative attorneys who meet your individual needs
Our tax attorneys are part of a collaborative team, working with all of Gresham Savage’s practice areas to provide tax advice specific to the needs of the client and their industry. Many of our tax attorneys are also a part of the business transaction team and can offer analysis of the tax implications of a project or business deal.

Our firm has provided winning, comprehensive legal counsel for more than 100 years. Contact one of our offices today if you need assistance with tax planning or controversy. Areas of practice include:

  • All aspects of tax planning for specialized tax entities, partnerships, individuals and corporations
  • Obtaining and maintaining tax exempt status for nonprofit organizations
  • Representation of individuals and companies in matters before the IRS, including audits, appeals and tax court matters
  • Representing clients before the California Franchise Tax Board and Board of Equalization
  • Property tax including reassessment and exemptions
  • Advice regarding compliance with ERISA and other compensation planning rules and regulations
  • Gift and estate tax advice and returns
  • Tax based governmental assistance, including but not limited to Renewable Energy Tax Credits and low-income housing tax credit
  • Succession planning for business owners and their families
  • Bond financing
  • Deferred compensation
  • Tax aspects of estate planning, including grantor and living trusts
  • Captive insurance programs
  • 1031 like kind exchanges
  • Mergers and reorganizations