Our tax practice focuses on:

  • selecting an appropriate jurisdiction and business entity choice designed to minimize tax obligations
  • providing tax-efficient designs for commercial transactions
  • planning for international transactions and using business structures based in Europe, Asia and offshore locations
  • providing reasoned tax opinions 
  • assisting businesses in completing tax registrations and making appropriate tax elections
  • assessing  impacts on employee benefit plans, “golden parachutes” and deferred compensation in matters involving business reorganizations, acquisitions, spinoffs and other contexts
  • offering tax-efficient succession planning and exit strategies for maturing businesses
  • minimizing tax burdens and resolving controversies, including tax liens and levies, with taxing authorities
Results

Our strong track record of success.

  • Provided tax counsel and prepared tax opinions regarding the impact of federal, state and local taxes (including income, excise, sales and real estate transfer taxes) for acquisitions of national companies in several jurisdictions.
  • Advised a U.S. software firm opening a South American sales office and determined appropriate methods for tax reduction on repatriated profits returned to the U.S. company.
  • Developed a specialized partnership income allocation structure for real estate investments to maximize depreciation and allocate tax losses to the higher-income partners.
  • Represented a split-interest trust in complex income tax IRS litigation in the U.S. Tax Court, coupled with related-party ongoing income tax audits related to multiple tax years in the Appeals Office.
  • Concluded a complex §1031 like-kind real estate exchange transaction for a grantor trust with multiple beneficiaries resident in many states.
  • Resolved an IRS penalty case for 8,000 late-filed 1099 forms issued to medical service providers by three tax-exempt medical plan insurers with respect to over 100 plan clients.
  • Resolved and issued an opinion regarding the tax treatment of a settlement payment made to heirs of a decedent where the will was allowed.
  • Advised the trustee of a charitable remainder trust regarding amendment of the trust agreement in compliance with the Federal Tax Law.
RESOURCES

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Speaking Engagements

October 17, 2019

Andrew Myers Interviewed by the Boston Business Journal for the “Table of Experts: Business of Cannabis” Special Edition

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Firm Announcements

October 10, 2019

Davis Malm Adds Accomplished Tax Attorney Phil Olsen to Business Practice

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Firm Announcements

August 20, 2019

Davis Malm Submits Comments to Cannabis Control Commission Regarding Proposed Revisions to Cannabis Regulations

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Alerts

August 8, 2019

Massachusetts Cannabis Control Commission Proposes Revisions to Cannabis Regulations

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Publications

August 7, 2019

Ex-client accuses Bowditch & Dewey of $20M gaffe

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Publications

July 31, 2019

Landmark Win for Growers Who Wouldn’t Take “No” For An Answer

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Publications

July 29, 2019

An Estate Tax Trap for Foreign Real Estate Investors

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Speaking Engagements

June 21, 2019

Foreign Investments in U.S. Real Estate – Tax Law, Entity Selection and Transaction Structures

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Publications

March 13, 2019

Marijuana entrepreneurs see favorable precedent in Worcester court ruling

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