In today’s economic climate, it is important to stay current with the ever changing tax rules that businesses and individuals operate under. 

Lippes Mathias’ tax attorneys focus on federal income and estate tax matters.  We represent individuals, private companies, not-for-profit organizations, and private equity funds with respect to transactional tax, tax planning, and trusts & estates tax issues.  
Trusts & Estates Tax

  • Assist clients with all trusts and estates-related tax needs, including general estate planning, the creation and liquidation of trusts, the day-to-day administration of current trusts, and creating advantageous solutions of funding trusts. 
  • Assist with planning for and creation of trusts and other appropriate vehicles to facilitate clients’ financial needs. 
  • Assist with the preparation or review of fiduciary and estate tax returns to ensure the accuracy of the return and that the client’s vision is being carried out. 

Transactional Tax

Our attorneys assist clients with the transactional tax issues involved in:
  • Mergers & acquisitions
  • Formation of partnerships, joint ventures, and limited liability companies
  • Transaction financing
  • Private equity funds (including fund formations and investments)
  • Real estate investments
  • Debt and equity financing
Tax Planning and Compliance

Our attorneys assist clients with tax considerations in: 
  • Business succession planning
  • Employee benefits 
  • Day-to-day operations
  • Cross-border issues
  • Tax planning for high net worth individuals
  • Personal income tax planning
  • Charitable gift planning
  • Not-for-profit or charitable organizations

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