Industries & Practices

Taxation

Taxation

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

    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

    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.