Industries & Practices

Taxation

We help clients achieve their business objectives while minimizing their tax liabilities. 

Overview

Our in-depth knowledge of tax law allows us to assist in all aspects of federal, state and local taxation. We are known for our extensive counsel of business clients pursuing the formation, operation and termination of business activities. Because of our experience within a variety of industries, our attorneys provide high-caliber and well-rounded tax counsel.

We serve clients of all sizes:

  • Corporations
  • S corporations
  • Limited partnerships
  • Limited liability companies
  • Joint ventures
  • Nonprofit organizations
  • Individuals
  • Hospitals and health care providers
  • Colleges and universities
  • Technology-based companies

The wide range of services we offer includes:

  • Charitable organizations and foundation matters
  • Employee benefits and executive compensation
  • Entity selections for nonprofit organizations, joint ventures, LLCs and corporations
  • Join ventures of for-profit and nonprofit organizations
  • Mergers and acquisitions
  • Real estate property tax
  • Sales use and commercial activity tax
  • Tax and economic incentives
  • Tax controversy and litigation
  • Tax credit transactions

Related Industries & Practices

Areas of Focus
Federal Tax

When working with public and privately-held business clients, we analyze the tax implications of acquisitions, mergers, divestitures, corporate restructurings, new business operations and other business transactions. We also counsel employers on tax issues relating to establishing and administering executive compensation, employee retirement plans, employee stock ownership plans (ESOPs), stock option plans and various other equity-based compensation arrangements.

Tax-Exempt Organizations & Foundations

We assist nonprofit, charitable or other tax-exempt clients in a wide variety of related areas, including formation, attaining recognition of exemption, compliance with federal and state law, and dissolution.

State & Local Tax

Our services include tax planning, compliance and controversy litigation in sales and use, income, commercial activity, public utility and property taxation. We also assist with economic development issues, including tax abatements, tax credits and other incentives, such as grants and loans. Our active litigation practice also represents clients before county boards of revision, the Ohio Department of Taxation, the State Board of Tax Appeals, the Ohio Supreme Court and courts of appeal.

Tax Abatement & Valuation for School Districts

We help school districts obtain and maintain their resources, despite the increase in property tax abatements and property owners’ aggressive challenging of their properties’ valuation. We assess the merits of real property valuation complaints, estimate their economic impact and determine which complaints, if any, should be monitored or opposed. We also participate in all levels of appeals, from the local board of revision to the board of tax appeals, the local court of common pleas or the appropriate appellate court.

Mergers & Acquisitions

Our tax attorneys provide structural, transactional and regulatory advice. We assist with the planning of acquisitions, compliance with regulatory and industry developments and dispositions, and we work to identify adverse tax conservancy issues. 

Experience

This is our taxation experience

  • 1
  • 2
Insights & Resources
Resource Center

This online resource contains up-to-date information on the Ohio budget for fiscal years 2018 and 2019 as it moves through the Ohio General Assembly. Information on the previous two budget cycles is also available. For more information, please visit our State of Ohio Budget Resource Center.

Other Resources
People
Jerry O. Allen Jerry O. Allen Partner
Jerry O. Allen Partner
Columbus
614.227.8834
jallen@bricker.com
Amy J. Alsko Amy J. Alsko Paralegal
Amy J. Alsko Paralegal
Columbus
614.227.8804
aalsko@bricker.com
John Caleb Bell John Caleb Bell Partner
John Caleb Bell Partner
Columbus
614.227.2384
jbell@bricker.com
Jonathan T. Brollier Jonathan T. Brollier Partner
Jonathan T. Brollier Partner
Columbus
614.227.8805
jbrollier@bricker.com
William T. Conard II William T. Conard II Partner
William T. Conard II Partner
Columbus
614.227.2351
wconard@bricker.com
Justin D. Cook Justin D. Cook Associate
Justin D. Cook Associate
Columbus
614.227.4836
jdcook@bricker.com
Price D. Finley Price D. Finley Partner
Price D. Finley Partner
Columbus
614.227.8897
pfinley@bricker.com
Maureen C. Flahive Maureen C. Flahive Associate
Maureen C. Flahive Associate
Columbus
614.227.7710
mflahive@bricker.com
David S. Jackson David S. Jackson Partner
David S. Jackson Partner
Columbus
614.227.4818
djackson@bricker.com
Colin J. Kalvas Colin J. Kalvas Associate
Colin J. Kalvas Associate
Columbus
614.227.4998
ckalvas@bricker.com
Megan Savage Knox Megan Savage Knox Staff Attorney
Megan Savage Knox Staff Attorney
Columbus
614.227.8885
mknox@bricker.com
Robert F. McCarthy Robert F. McCarthy Partner
Robert F. McCarthy Partner
Columbus
614.227.2308
rmccarthy@bricker.com
Karen "Katy" W. Osborn Karen "Katy" W. Osborn Of Counsel
Karen "Katy" W. Osborn Of Counsel
Dayton
937.535.3905
kosborn@bricker.com
Tess G. Tannehill Tess G. Tannehill Associate
Tess G. Tannehill Associate
Columbus
614.227.2347
ttannehill@bricker.com
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