Tax

Leading you through the ever-changing maze of tax issues.

Meet the team
WHY LOCKE LORD

Our tax lawyers lead clients in all types of industries through the ever-changing maze of tax issues to help them efficiently manage their tax responsibilities and handle their global tax liabilities. We ensure that our clients can achieve their business objectives while concurrently structuring their transactions, assets and operations to maximize the benefits of thoughtful tax planning and minimize the taxes assessed against them. We advise on U.S. federal, international, and state and local tax matters, handle tax controversies at all levels and counsel tax-exempt organizations.

Tax Planning and Controversy

We provide a wide range of tax planning services, including structuring your business operations, structuring and negotiating business acquisitions and divestitures to maximize tax efficiency, and structuring and negotiating corporate spin-off transactions or other tax-free or taxable reorganizations. Working closely with our corporate, employee benefits, energy, insurance and estate planning teams on a wide variety of tax issues, we provide a consistent and seamless approach to our clients’ structuring and transactional issues. We will also happily team up with your tax departments and accounting firms to achieve an integrated approach for a quick and cost-effective resolution.

Our tax lawyers also have significant experience assisting clients with tax controversies involving taxing authorities, both at the audit and appeals levels. In contested tax matters, our goal is to quickly resolve matters in a manner that achieves our clients’ economic objectives while preserving their ongoing relationships with the taxing authority. However, when taxing authorities do not allow administrative resolution of issues, we vigorously pursue judicial relief in the U.S. Tax Court and in other federal and state courts.

State and Local Tax

As part of our tax planning work, we represent clients in a wide variety of attendant state and local tax issues. We also represent our clients in a wide variety of state and local tax controversy matters, including matters involving interstate and intrastate income tax issues, sales tax issues, property tax valuation and exemption matters and constitutional challenges to state tax provisions. Our state and local tax lawyers also have significant experience in all facets of state tax-driven economic development incentives across multiple industries. We regularly perform multistate compliance and tax minimization reviews and state and local transaction diligence, and evaluate and implement state tax voluntary disclosure opportunities.

The Firm’s tax lawyers have all of the qualifications that you would expect from members of a leading national/international tax practice, and they write and present regularly for tax and business journals and at local and national seminars. Many of our lawyers are Certified Public Accountants. We also have experience working in the IRS and U.S. Treasury Department, the IRS Commissioner's Office, and Office of the Chief Counsel.

RELATED EXPERIENCE
RELATED EXPERIENCE