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.