We provide targeted legal advice on corporate and partnership tax to support informed decisions on formation, equity, and transactional planning.
Representative Services
- Guidance on choice of entity and related federal and state tax elections
- Strategic advice on partnership and LLC allocations and distributions
- Legal support on tax structuring in formation documents and operating agreements
- Tax advice regarding equity grants, option plans, and founder equity, including QSBS, 83(b) elections, 409A valuations, ISO versus NSO grants, and Section 351 exchanges
- Structuring of tax-free reorganizations and equity rollovers
- Structuring of mergers and acquisitions with federal and state tax treatment in mind
- Advice on QSBS eligibility and related tax benefits