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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.

Publications

21st Century Cures Act overrules IRS guidance on HRAs, enhances enforcement of Mental Health Parity Act

Why donor advised funds are useful for year-end charitable giving

Private equity’s top ten issues for the next president

California real estate: Change the ownership, increase the tax

Proposed Bayer-Monsanto merger presents a charitable planning opportunity

Proposed changes to Section 2704 could spur tax increase for owners of closely held businesses

IRS releases updated safe harbors for management contracts in tax-exempt bond-financed projects

Voluntary disclosure opportunity for cloud computing services in Chicago

Sale/leaseback transactions moving full steam ahead

IRS provides some guidance on federal tax matters for same-sex marriage

New 3.8% Medicare* tax on investment and unearned income beginning in 2013

The Latest Beneficiary Grantor Trust — PLR 201039010

Blog Posts

Developments in FICA and self-employment tax affect partners and S corporations

IRS gets upper hand in S corporation compensation audits

Tax court finds self-employment tax for active LLC member

Using an S corporation to avoid self-employment tax

Tax court finds no self-employment tax for passive LLC member

Lawyers: Give your clients a business entity checkup

Highlights from the 2017 Heckerling Institute on Estate Planning

CPAs: Top 10 list for fiduciary income tax returns and planning

Tax basis: The key to reducing gain on sale or deducting asset purchases

How to avoid tax traps in life insurance

TCLE

Defined Value Clauses; S Corp. Distribution of Property; Traps Donating a Business to Charity

Leveraging to Attain Basis Step-Up; Income Tax Benefits of Losing an FLP Case

Landmark SE Tax Case; Post-Mortem Planning; Grantor Trust Reimbursement

Fiduciary Income Tax Refresher and Update

Self-Employment Tax and LLCs; New Partnership Audit Rules; Selected Issues from Heckerling

Business Planning in Light of Proposed Regulations under Code § 2704

Life Insurance to Fund Buyouts or Loss of a Key Person

Partner
St. Louis
314 552 6011

Henry is a partner in the Firm's Tax Practice Area.

Henry is a partner in the Firm's Tax Practice Area.

Henry Bettendorf
Partner
St. Louis
314 552 6377

Ed serves as a key tax advisor to companies embarking on any type of corporate restructuring, from acquisitions and dispositions to spinoffs and management changes.

Ed serves as a key tax advisor to companies embarking on any type of corpor...

Ed Buchholz
Partner
Chicago
312 580 2223

Patrick practices in Thompson Coburn’s Real Estate Tax Assessment Practice Group.

Patrick practices in Thompson Coburn’s Real Estate Tax Assessment Practice ...

Patrick Cullerton
Associate
St. Louis
314 552 6503

Garrett counsels banks, financial institutions and other businesses on a variety of commercial transaction and regulatory issues.

Garrett counsels banks, financial institutions and other businesses on a va...

Garrett Fischer
Partner
St. Louis
314 552 6151

Steve is a nationally recognized practitioner in the areas of estate planning and the structuring of privately held businesses.

Steve is a nationally recognized practitioner in the areas of estate planni...

Steve Gorin
Partner
St. Louis
314 552 6485

Benjamin is a corporate advisor and business strategist for a wide variety of privately-held businesses, manufacturers, financial institutions, and nonprofits.

Benjamin is a corporate advisor and business strategist for a wide variety ...

Benjamin Hulsey
Partner
Los Angeles
310 282 9476

Jon has more than 30 years of experience as a CPA, as well as an attorney, practicing in the areas of income tax planning, business succession planning, and estate and gi...

Jon has more than 30 years of experience as a CPA, as well as an attorney, ...

Jon Karp
Partner
St. Louis
314 552 6541

Matt practices in the areas of state and local tax (SALT) controversy, banking and financial services litigation, business litigation, and appellate.

Matt practices in the areas of state and local tax (SALT) controversy, bank...

Matt Landwehr
Partner
St. Louis
314 552 6070

Rick advises companies and individuals on a variety of federal (domestic and international), state and local tax matters.

Rick advises companies and individuals on a variety of federal (domestic an...

Rick Lawton
Partner
St. Louis
314 552 6161

Janette has over thirty years’ experience practicing in all areas of state and local taxation, including representing clients before state and local taxing authorities in...

Janette has over thirty years’ experience practicing in all areas of state ...

Janette Lohman
Tax Professional
Chicago
312 580 5073

Jeff helps clients navigate the mazy world of tax law to optimally structure transactions and uncover value-maximizing tax credits.

Jeff helps clients navigate the mazy world of tax law to optimally structur...

Jeffrey Rambach
Partner
Chicago
312 580 2335

Fred has primarily focused on working with Firm's clients in the disposition and acquisition of properties and developing strategy to minimize real estate tax risk.

Fred has primarily focused on working with Firm's clients in the dispositio...

Fred Richards III
Partner
Washington, D.C.
202 585 6910

Ray is a member of the Corporate and Securities, Government Contracts and Tax practice groups.

Ray is a member of the Corporate and Securities, Government Contracts and T...

Ray Stewart