Taxation
Tax, Tax Controversies and Income Tax Planning & Preparation
The Weston Patrick Tax Group offers a full array of services ranging from tax planning, resolution of tax controversy issues with the IRS and state taxing authorities, and income tax planning and preparation. Headed by three partners possessing LL.Ms in Taxation, we have a wealth of knowledge in tax law and its effect on all other practices of law, including, estate planning, corporations, real estate, family law, litigation, and Section 529 plans.
The Tax Group takes a hands-on approach to tax services in the following areas:
The Weston Patrick Tax Group offers a full array of services ranging from tax planning, resolution of tax controversy issues with the IRS and state taxing authorities, and income tax planning and preparation. Headed by three partners possessing LL.Ms in Taxation, we have a wealth of knowledge in tax law and its effect on all other practices of law, including, estate planning, corporations, real estate, family law, litigation, and Section 529 plans.
The Tax Group takes a hands-on approach to tax services in the following areas:
- Tax litigation and controversies, including the response to audits and examinations from the federal and state taxing authorities, administrative appeals, and representation in federal and state courts
- Personal income tax planning and preparation
- Estate and trust tax planning
- Charitable gift planning, including the formation and administration of charitable trusts, private foundations and other tax-exempt organizations
- Employee benefits
- Employee Stock Ownership Plans (ESOPs)
- Tax-exempt organizations, including planning to optimize income, gift and estate tax charitable deductions
- Real estate planning, including Section 1031 Exchanges
- Income, gift, estate planning and generation-skipping transfer tax consequences of Section 529 plans