Our Tax Team provides clients and their advisors with strategic tax advice with the goal of reducing taxes associated with business activities and significant transactions. We advise clients on taxation issues at the federal, state and local levels, and are recognized as leaders for our advice related to tax review, compliance, reporting and controversy. READ MORE
Our team is highly ranked in the U.S. News – Best Lawyers® annual “Best Law Firms” survey. We serve clients in the following areas:
Our Tax Team advises clients on tax issues arising in connection with the formation and restructuring of business entities; the purchase or sale of assets; mergers, acquisitions, divestitures and other reorganizations; public and private financing; tax-credit subsidies; and a wide range of events that give rise to income or costs that must be accounted for. Our goal is to ensure that our clients have considered and utilized appropriate tax-saving strategies in all of their affairs.
We work with clients to resolve tax controversies with the Internal Revenue Service (IRS) at the examination level, in administrative appeals and, when appropriate, in litigation. Our attorneys have represented clients in tax matters before the U.S. Tax Court and the Court of Federal Claims and in appeals to the Second, Ninth and Federal Circuits.
Our team identifies state and local tax saving opportunities for clients in their ongoing businesses. We also assist with entity formation and structuring business transactions such as sales and acquisitions of businesses and real estate. Our capabilities cover the full range of state and local taxes, including income, gross receipts, sales and use, estate, employment and special excise taxes.
We represent clients before the Oregon and Washington State Departments of Revenue in the course of audits, administrative appeals, interpretive procedures and predeterminations of tax liability. Our team has a track record for achieving favorable results for clients in tax litigation in Oregon and Washington.
We have considerable experience in handling the tax consequences of business and investment transactions that cross international borders. Members of our team advise U.S. and foreign companies on structuring their business activities to minimize foreign and U.S. taxation.
Inbound: Our Tax Team advises non-U.S. individuals and business entities on the U.S. tax consequences of establishing, conducting and terminating business activities in the U.S. Our services include advising clients on the selection, formation and capitalization of business entities, expatriation strategies and structuring of commercial operations.
Outbound: Our attorneys assist clients with structuring non-U.S. investments and operations and making effective use of treaties to reduce the complexity and tax cost of doing business outside the U.S. We work with clients to address such matters as withholding taxes, export incentives, foreign tax credits and branch profits taxes.
We provide sophisticated and comprehensive advice to corporations, governmental entities and multiemployer plans on a broad range of compensation and benefits matters. We prepare documents for and provide advice on:
We have extensive experience dealing with the IRS, the Department of Labor and the Pension Benefit Guaranty Corporation on matters involving benefit plans. We counsel our clients on matters involving corporate governance as well as their fiduciary duties under ERISA. We assist with disputes regarding employee benefit, equity and other compensation claims, including litigation for ERISA and non-ERISA plans and arrangements.
We assist nonprofit corporations with obtaining and maintaining tax-exempt status, and we provide advice on project financing (including financing benefiting from federal and state tax credits), ownership structure for charitable and for-profit activities, joint ventures with for-profit businesses, unrelated business taxable income and tax-exempt financing. We have substantial experience with public/private partnerships and advising tax-exempt clients on governmental relations issues.
Lane Powell has an active trusts and estates practice. Our attorneys focus on estate planning, estate and trust administration, and charitable-gift planning for high net worth and ultra high net worth individuals and business owners. We work closely with clients to understand their estate planning goals, then meet those goals by working collaboratively with the client’s other advisors to provide innovative, tax-sensitive solutions. Many of our clients own interests in closely held businesses, and we work closely with those business owners to ensure that their estate plans are tailored to address their unique business succession concerns. Our attorneys have extensive experience in all facets of estate and trust administration, including preparation of transfer tax returns and representation of clients before the IRS in gift and estate audits. Several attorneys in the team focus their practice on trust and estate dispute resolution. We regularly represent fiduciaries, beneficiaries and family members in contested matters before the courts or in alternative dispute resolution proceedings, such as arbitration or mediation. We recognize the important role that philanthropy plays in many clients’ plans, and our attorneys frequently provide advice on the formation and administration of private foundations, split interest charitable gifts and donor advised funds.
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