As proactive tax advisers who work to understand your unique tax circumstances, we help you seize opportunities presented by a change in tax law or a nuanced interpretation of existing law.
With the expertise and experience of a national law firm, we handle complex tax matters for individuals, trusts and estates, and businesses of all sizes and in many diverse industries. From publicly-traded Fortune 500 companies and large private equity funds to closely-held businesses and tax-exempt organizations, whether domiciled in Arizona or another state, we work with you to anticipate, manage, and solve your tax issues.
Leading our tax practice is G&K shareholder and member of our Board of Directors, Tim Brown, a 34-year legal veteran with expertise in all areas of federal taxation. Our tax team is highly experienced and has the credentialing to back it up – three LLMs, three CPAs, and all attorneys have earned master’s and/or bachelor’s degrees in accounting, economics, and finance.
Through sophisticated tax planning, structuring, documentation, and consulting services, we help clients achieve their business and investment objectives while minimizing their federal, state, and local tax obligations. When necessary, we advocate for clients in civil tax controversies at the administrative, appellate, and judicial levels of federal, state, and local government.
Our tax practice includes:
Working with our corporate and business transactions practice, our tax team structures proposed transactions for privately and publicly held companies, including mergers, acquisitions, sales, restructurings, joint ventures, and offerings. We develop creative, tax-efficient solutions to proactively prevent and resolve relevant tax consequences.
Our business tax experience includes planning, structuring, formation, analysis, and documentation for:
Click here to read more about our corporate and business transactions practice.
We design and implement employee benefit and executive compensation programs to best serve the needs of our employer clients, their organization, and their employees.
We simplify the painstaking and time-consuming task of managing benefit plans and advise employer clients with the design, implementation, and operation of:
We also work with employers to maintain compliance with federal and state regulatory requirements, including:
For clients, we ensure compliance with the requirements of Section 409A and Section 280G of the Code and advise on the design, administration, and restructuring of:
Audits & Correction Programs
Being a member of our clients’ team, we understand their business objectives and can be proactive in avoiding prohibited transactions, fiduciary violations, and other regulatory problems.
When issues arise, we represent employers in plan audits and investigations conducted by the Internal Revenue Service (IRS), U.S. Department of Labor (DOL), and Pension Benefit Guaranty Corporation (PBGC). After an audit, we guide clients through IRS and DOL correction programs, including EPCRS, VFCP, and DFVC.
Click here to read more about our employment law practice.
Mergers & Acquisitions
Corporate merger and acquisition transactions require careful evaluation of all parties’ benefit and compensation obligations and programs. Working closely with corporate clients and in collaboration with our robust M&A team, we analyze and address issues raised by employee benefit and executive compensation programs during and after acquisition, sale, and financing transactions.
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In conjunction with our estates and trusts practice, we represent clients in state and federal estate and gift tax matters.
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FEDERAL TAX CONTROVERSY & LITIGATION
Representing individuals, business entities, estates, and trusts, we help clients with:
For high-net-worth individuals, we provide sophisticated individual income tax planning, structuring, documentation, and investment strategy. We also advocate for individuals in tax collection matters and civil controversies during audits, on appeal, and before the United States Tax Court and Federal District Courts.
We work with all types of non-profit and tax-exempt entities and organizations, including religious, charitable, and educational organizations, hospitals and faculty practice plans, medical research organizations, social clubs, social welfare organizations, political organizations, and private foundations.
Our representation in this area includes:
Working with our comprehensive real estate practice, our tax team navigates the myriad of tax issues associated with the purchase, sale, and development of real property. Representing both buyers and sellers, developers, and private equity investors, our experience includes:
Click here to learn more about our real estate practice.