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Tax

  • OVERVIEW
  • PROFESSIONALS

State and Local Tax Planning

Efficient multistate tax planning can create opportunities for real savings. Our attorneys help companies manage their state and local tax challenges by developing innovative strategies in support of their business objectives.

Our state and local tax professionals have substantial accounting, business and litigation backgrounds. Our team has experience practicing in all areas of state and local taxation, including representing clients before state and local taxing authorities in corporate and personal income, sales/use, ad valorem and municipal tax and license fee controversies; preparing sophisticated multistate tax planning for all tax types; and planning for and negotiating expansion/relocation incentives for corporate capital expansions, mergers and acquisitions.
Partners
Bettendorf, Henry A.
Buchholz, Edward J.
Cullerton, Patrick J.
Erwin, James W.
Gorin, Steven B.
Lawton, Richard L.
Lohman, Janette M.
Richards III, Frederick F.
Stewart, Raymond J.
Counsel
Bass, David R.
Associates
Kappas, Nicholas H.
  • American Airlines, Inc.
  • Amazon.com, Inc.
  • AT&T Inc. (formerly SBC Communications)
  • Bally’s Total Fitness Corporation
  • The Boeing Company
  • Charter Communications, Inc.
  • Clayco, Inc.
  • Dierbergs Markets, Inc.
  • Edward Jones & Co.
  • Enterprise Rent-A-Car Company
  • Federal Signal Corporation
  • Ford Motor Credit Corporation
  • IBM Corporation
  • Insituform Technologies, Inc.
  • Laclede Gas, Inc.
  • L’Oreal USA
  • Lorillard Tobacco Company
  • Mallinckrodt, Inc.
  • Maritz Holdings Inc.
  • The McGraw-Hill Companies, Inc.
  • Peabody Energy Corporation
  • Scottrade, Inc.  
  • Stifel Nicolaus & Company
  • Tyco, Inc.
  • UniGroup, Inc.
  • Union Pacific Railroad Company
  • United Technologies, Inc.
  • U.S. Bank, N.A.
  • Washington University in St. Louis
  • Wells Fargo Bank, N.A.

Tax Audits and Controversies
Representing client in $200 million excise tax refund dispute at the IRS Appeals level.
Obtained very favorable resolution of multimillion-dollar interest deduction issues for wealthy individual client at IRS Appeals level.
Representing client in $200 million excise tax refund dispute at the IRS Appeals level.
Co-chaired complicated state tax cases before administrative and judicial tribunals and obtained for clients refunds or tax reductions ranging from hundreds of thousands of dollars to millions of dollars, sales and use tax exemptions, and other forms of tax relief.
Resolved numerous Missouri real property appeals involving valuation and exemption issues without the need for trial.
Drafted and assisted in the enactment of new legislation that provided new sales tax exemptions and beneficial property tax assessment depreciation tables.
Negotiated amnesty agreements for qualifying taxpayers in Missouri, Illinois and California.
Obtained favorable private letter ruling requests for clients involving various state and local tax issues in Colorado, Iowa, Kansas and Missouri.
Assisted numerous taxpayers in successfully resolving state tax audits without the need for trial in Arkansas, California, Florida, Illinois, Missouri, Ohio and Texas.
Assisted in pre-audit planning and reverse audit strategies for large manufacturing companies.
Provided FIN 48 opinions regarding various state income tax issues.
Successfully negotiated a uniform voluntary compliance agreement with 19 states through the Multistate Tax Commission.

Tax Credits and Incentives
Purchased and sold hundreds of millions of dollars of state income tax credits on behalf of national banks and financial institutions, including Missouri historic, remediation, new markets tax credits, affordable housing and low-income housing credits, and various state tax credit programs in Georgia, Idaho, Illinois, Indiana, Iowa, Massachusetts, Oregon and Utah.
Negotiated and helped implement Missouri Chapter 100 bond financing tax abatements, including a $300 million energy peaking plant and a $325 million cement manufacturing facility.
Drafted and helped enact legislation related to new and existing tax credit programs.
Structured and documented the sale and/or purchase of millions of dollars of Missouri, Illinois, Kansas, Oregon, Arizona, Iowa and other states’ income tax credits.