Tax Services Group

Sherrard, German & Kelly’s Tax Services Group includes highly skilled attorneys with decades of sophisticated and practical tax experience. Attorneys who practice in the Tax Services Group work closely with the firm’s other service groups to apply tax consultation and planning to a variety of business transactions and related legal issues. With this tax focus, we are pleased to offer tax minimization strategies, assisting clients in navigating tax risks and controversy, and applying new and existing tax laws to our client’s personal and business situations. In particular, our tax attorneys have extensive experience with both large and small corporate transactions, estates and trusts, business entities, financial institutions, executive compensation and employee benefit issues.

Sherrard, German & Kelly’s Tax Services Group has significant experience interpreting recent tax legislation and applying new laws to our client’s businesses and transactions to assist with minimizing tax costs and maximizing tax opportunities, including:

  • Tax planning for business formations, acquisitions, dispositions, liquidations, reorganizations and succession planning
  • Mergers and acquisition tax due diligence, structuring, drafting, negotiating and execution of transactions
  • Internal reorganizations and tax minimization strategies
  • Interpreting recent tax legislation
  • Non-qualified defined compensation plans, stock appreciation awards, restricted stock awards, and similar equity based awards
  • Sections 162(m), 409A and 280G issues
  • Executive compensation, employment agreements, employee benefit, severance and unemployment matters
  • Tax dispute resolution including administrative appeals, protests and litigated tax disputes
  • Taxation of nonprofit entities including formation and dissolution issues, as well as unrelated business taxable income and structuring issues
  • Trust/Estate/Gift Tax evaluation
  • Estate/Gift/Generation-skipping transfer tax evaluation