Steve Roberts Attorney at Law

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Tax Matters (Tax Planning & Controversy)

We provide tax and other planning for acquisitions, mergers, and investment transactions, as well as for internal restructuring and ownership succession transactions.

We advise and represent clients on many federal, state and local business tax issues. In addition to careful planning during the formation of a business enterprise, we assist clients in structuring sophisticated transactions such as mergers, acquisitions, reorganizations, sales and other transactions, including recapitalization, ownership transfers, reorganizations, and buy/sell arrangements. We have provided tax advice in matters relating to pension and profit sharing plans, nonqualified defined compensation plans, incentive stock plans, executive compensation and fringe benefits.

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