Tax

Our members have extensive experience advising clients in all aspects of tax strategy, compliance and dispute resolution.

International business is no longer limited to multinational corporations. Today, enterprises of all sizes have operations, subsidiaries, investments, and vendor and customer relationships that extend far beyond their jurisdictions. In this global environment, compliance with international, national and local tax regimes has become increasingly important—and increasingly complex.

Publicly traded corporations, privately held and closely held companies, investor groups, and high-net-worth individuals need coordinated legal strategies that can help them minimize their overall tax burden while maximizing financial returns. Ally Law firms include a number of member firms and lawyers with extensive experience advising clients in all aspects of tax strategy, compliance and dispute resolution.

For companies seeking to develop or expand opportunities abroad, we develop tax-advantaged strategies that integrate foreign operations with their core domestic businesses. We assist clients in forming tax-efficient holding companies in appropriate jurisdictions and advise on foreign commerce, tax incentives and trade grants, among other issues. At the local level, the presence of our member firms in markets worldwide enables us to better address our clients’ specific tax needs in their home countries and states.

We counsel clients in the following core areas:

State, Provincial and Local Tax

  • Corporate and personal tax
  • Compensation and shareholder arrangements
  • Corporate reorganizations
  • Intellectual and real property
  • Real estate taxes
  • Value-added tax (VAT)
  • Unclaimed

Federal Tax

  • Corporate and personal tax
  • Compensation and shareholder arrangements
  • Health and welfare plans
  • Qualified and nonqualified retirement plans
  • Corporate reorganizations
  • Intellectual and real property
  • Tax-deferred/like-kind exchanges
  • Estate, gift and generation-skipping taxes

International Tax

  • Corporate and personal tax
  • Cross-border partnerships, joint ventures, buyouts and trusts
  • Taxation, foreign exchange and customs compliance
  • Estate and succession planning and implementation
  • Foreign investments
  • Advice on application of transfer pricing rules, special tax regimes and international tax treaties
  • Intellectual and real property

Transactional Tax

  • Corporate and personal tax
  • Due diligence related to corporate acquisitions, reorganizations, liquidations, restructurings, divestitures, corporate financings and business combinations
  • Succession planning
  • Stock exchange issues
  • Counseling of banks and financial service providers and structuring of financial service products
  • Advice on structuring and implementation of option and compensation programs for middle and senior management
  • Trusts and estates

Not-for-Profits

  • Formation, operation and maintenance of tax-exempt status
  • Obtaining IRS determination letters
  • Taxation of unrelated business taxable income
  • Fundraising and compliance requirements

Federal Tax Controversy and Litigation

  • Preparing voluntary disclosures, objecting to tax assessments and securing advance income tax rulings and technical interpretations related to income tax and commodity tax matters
  • Taxation, foreign exchange and customs negotiations
  • Tax-related disputes and appeals

For more information about Ally Law’s Tax services, contact us.