Business Entities

Our team of tax attorneys understands the complications, nuances, and ever-changing tax laws to help our clients navigate the complexities of establishing, operating, and exiting businesses. Establishing We work with owners and entrepreneurs to understand their personal and business objectives, and to choose an efficient business structure from the outset. Whether you are considering a … Read more

IRS Audits and Appeals

Nobody wants to find themselves in an IRS audit, but you do not have to face the IRS alone. FMH has significant experience defending clients in these proceedings. Our clients range from business entities to individuals, trusts, estates, and tax-exempt organizations. Our engagements cover a wide variety of substantive tax issues involving income, estate and … Read more

Tax Court and Civil Tax Litigation

Sometimes it is necessary for a taxpayer to assert their rights to challenge an IRS determination in federal court. FMH represents clients in all types of tax litigation, including in the U.S. Tax Court, federal district courts, bankruptcy courts, and state courts. We handle civil and criminal tax cases, trust, estate, and probate litigation. Our … Read more

International Tax Compliance And Planning

FMH represents taxpayers in a variety of international tax issues including both controversy matters and planning. International tax is a complex and unique area, and it can differ significantly from the laws governing domestic tax. Compliance Our team assists with compliance issues involving foreign financial accounts, foreign business interests and foreign income. The United States … Read more

IRS Enforcement & Priorities

FMH attorneys routinely represent clients in all manners of disputes with the IRS, including various specialized IRS enforcement initiatives. The following are representative of the areas that we handle for clients but this is by no means an exhaustive list. Penalties – Late Filing, Late Payment, Accuracy Related The tax laws impose penalties for the … Read more

Estate Planning

Our experienced tax attorneys help clients plan for their future and protect their wealth.  We prepare estate plans for individuals and families, including wills, trusts, durable powers of attorney, healthcare surrogates and other documents. We also design comprehensive estate plans that minimize income, estate, gift, and generation-skipping transfer taxes.  We use a variety of different … Read more

Estate and Trust Administration

FMH attorneys guide fiduciaries and beneficiaries through the administration of significant and complex estates and trusts. We prepare and file the appropriate forms and tax returns with the IRS, such as estate (Form 706) and gift tax returns (Form 709). Fiduciaries can be put in the position of having to resolve complex and uncertain tax … Read more

Tax Exempt Organizations

FMH attorney help clients navigate all aspects of the life-cycle of tax-exempt organizations, including forming, operating and terminating public charities and private foundations. We also counsel clients on other common alternatives, such as donor advised funds, which have gained popularity in recent years. FMH attorneys have experience representing tax exempt clients in IRS audits and … Read more

Criminal Tax Investigations

We have vast experience handling criminal tax investigations conducted by IRS Criminal Investigation (“IRS CI”), the U.S. Department of Justice Tax Division, and U.S. Attorney’s Offices in Florida and around the nation. Two of our founding partners began their careers as Trial Attorneys with the Department of Justice Tax Division litigating criminal and civil tax … Read more

White Collar and Government Investigations

In today’s enforcement environment, businesses and individuals face a complex web of regulations and oversight by federal and state agencies. We have deep experience representing individuals charged with federal crimes as well as representing individuals and companies who face federal investigations into alleged white collar criminal offenses such as bank, mail, and wire fraud charges. … Read more

Civil/Regulatory Enforcement

We have experience representing businesses, individuals, and court-appointed equity receivers in civil/regulatory enforcement actions, including the following types of matters: SEC, CFTC, & FTC Enforcement Actions Florida Attorney General’s Office Actions Asset Forfeiture Proceedings Receiverships State & Federal Administrative Proceedings Public Company Accounting Oversight Board (“PCAOB”) investigations Chicago Mercantile Exchange (CME Group) investigations If you … Read more

Whistleblower Cases (IRS/SEC/CFTC)

We have vast experience handling tax and other complex financial investigations as well as federal trial experience in numerous federal courts around the country. Our experience includes leading investigations into allegations of tax, securities, commodities, and health care fraud. This experience serves potential whistleblowers well as they seek counsel to evaluate and present their inside … Read more