Tax

Tax consequences are central to every major investment, business decision, or personal financial plan. At Meliora Law, we provide personalized tax services to individuals and businesses.  Our team is here to help you navigate the complexities of tax planning, compliance, and resolution. 

Navigating the tax law is what we do.  Meliora Law specializes in making the complex world of tax legal services clear and manageable.  Whether you’re undertaking a business transaction, facing an audit, need help with a tax problem, or want to plan ahead we are here to help with expert advice and a personal touch.  Our experience includes planning, drafting, and negotiating all tax aspects of the deal, including federal, state, and local tax issues across a multitude of industries and range of deal sizes.  We blend technical expertise with our unique approach so you get the support you need without the legal jargon. 

In addition to working directly with clients, we also collaborate with other law firms, consultants, and CPAs to advise them and their clients on federal and state tax compliance matters, such as assistance with due diligence review, structuring transactions, and audits. See our Collaborations page for more information.

Our Services:

Business Tax Planning:  From small businesses to larger enterprises, we offer planning and advisory services tailored to your business’s unique needs.  Our team is experienced in providing tax advice tailored to partnerships, limited liability companies, and corporations (including S corporations) for every event throughout the life of your business, from formation to investment, dispositions, and ultimate sales.  We offer transactional tax advice with respect to sales, mergers, acquisitions, spin-offs, recapitalizations, liquidations, joint ventures, redemptions, and reorganizations.

Tax-Exempt Organizations:  We counsel not-for-profit organizations, including healthcare organizations, on seeking and maintaining tax-exempt status, and advise on tax-exempt joint ventures, affiliations, structuring and business ventures.

Structuring and Reorganizations:  We provide tax planning for businesses, technical tax opinions for tax-free reorganizations, and pre-closing restructuring, and strive to maximize tax efficiencies. Our experience includes:

• IRC Section 368 reorganizations, including F-Reorganizations
• IRC Section 355 Spin-Offs
• Rollovers and Earn-Outs
• Redemptions, break-ups, and liquidations
• Partnerships, including preferred investor structures and tiered partnerships, special allocations, partnership flip transactions, and tax credits

Tax Planning:  We provide proactive tax strategies to minimize liabilities and optimize financial outcomes.

Tax Disputes:  We are experienced before the IRS and NYS Department of Tax and Finance in penalty abatement, audits, and appeals.

State and Local Tax: 

• Sales Tax– compliance, due diligence and audits
• Income Tax – change in residency, compliance, due diligence and audits
• Multi-state tax compliance and withholding 

Estate and Trust Tax Services:  Specialized in tax planning and compliance services for estates, trusts, and beneficiaries.

International Taxation:  Advice on cross-border tax issues for investors and businesses.

Succession Planning:  Establish and implement tax efficient business succession plans by working closely with business owners.