Our team of tax attorneys understands the complications, nuances, and ever-changing tax law to help our clients achieve the most efficient business structure upon formation, and effectuate transactions and exists in order to maximize tax benefits and avoid tax disasters. Whether your business is a C corporation, S corporation, partnership, limited liability company, or sole proprietorship, we have the experience to work with you to structure your transaction to achieve efficient tax results under international, federal, and state and local tax laws.
FMH welcomes the opportunity to work with you and your business whether you are at the start-up phase, the operational phase, or the exist phase. We are adept at identifying and planning for the associated tax consequences to help you and your business achieve your objectives.
Estate Planning/ Charitable Giving
FMH offers a full range of estate planning services to work with you to establish your objectives and then implement them efficiently and effectively. We adjust our approach to meet your specific needs, and the needs of your family. Our estate plan services may include the preparation of trusts, wills, powers of attorneys, living wills, and health care surrogates.
We can also advise donors and donees on charitable gifts, and analyze both the tax and practical (non-tax) aspects of alternatives to come up with an impactful and efficient giving plan for our client.
We look forward to working closely with you to craft the best estate plan for your unique situation.
FMH has significant experience with all aspects of the life-cycle of tax-exempt organizations, including forming (and terminating) public charities and private foundations. Whether you have a dream of starting your own charity, an existing charity with compliance or operational issues, or a need to terminate or combine your charity with another tax-exempt organization, our team of experienced tax attorneys can guide you through the attendant and complex federal and state legal issues.
Real Estate Tax Issues
FMH can help with federal, state and local tax issues affecting your real estate business or investment, including analyzing the most tax efficient manner to acquire, operate, and exit your real estate business or investment. We also have experience handling Section 1031 exchanges and work closely with accountants and qualified intermediaries to facilitate the deferral of gains on the sale of real estate.
Our team has experience negotiating and resolving property tax issues with the local property appraiser’s office and value adjustment boards, and have been able to successfully reduce property taxes for our clients.
If you want to learn more about creating or participating in qualified opportunity zone funds, FMH can help. We have worked with clients on both the formation and compliance issues associated with qualified opportunity zone funds.
Tax Issues with Divorce
Tax issues are always an important aspect of divorces but are, unfortunately, often overlooked to the detriment of the client. FMH works closely with family law counsel both during the negotiations of the marital settlement agreement and after the marital settlement agreement has been executed to ensure that property is divided and transferred in a tax-efficient manner.
Wealth Protection planning
FMH can help with proactive planning to protect your assets from external creditor attacks and frivolous lawsuits, all within the confines of applicable law. The best wealth protection plan is implemented before the client has any existing or foreseeable creditor claims.
Our team can evaluate your current asset and investment ownership, and advise of an efficient and effective manner of transferring these assets to a more protected form of ownership. We often implement wealth protection plans in conjunction with a client’s estate plan.