When complex transactions need to be completed in a manner that accomplishes our clients’ business objectives, our tax lawyers pride themselves on being a critical part of the solution. The taxation planning attorneys of Miller, Butler, Schneider, Pawlik, and Rozzell PLLC, have the knowledge and practical experience necessary to propose alternative structures that enhance the tax efficiency of a transaction without compromising a client’s personal or business objectives. Our attorneys mold tax law with non-tax experience in corporate, limited liability company, partnership, real estate, and estate planning law, to draft the transactional documents required to implement the best solutions.

The attorneys at Miller Butler work together to provide tax and business advice in connection with business formations, successions, and transactions, as well as executive compensation, employee benefits, individual taxation planning, real estate transactions, tax audits, tax collection issues, and other income, sales, use, property, and estate tax issues. Whether you are a small business owner or an individual interested in tax planning, it is important to understand your rights and obligations before you owe taxes or in the event of a dispute. All of our tax attorneys have received educational experience over and above law school and will take the time to understand your current financial status and objectives in order to find a creative solution to your tax responsibilities.

Tax filings, audits, and disputes may become daunting and complex. Taking the initiative in tax planning may protect you against future fines and obligations.

Why Tax Planning is Essential

Effective tax planning isn’t just about saving money—it’s about safeguarding your financial stability and avoiding costly mistakes. For example:

• Business Owners: We help structure transactions to maximize tax efficiency, whether you’re forming a new company, transferring ownership, or planning a succession.
• Individuals: Strategic tax planning can reduce liabilities, preserve wealth, and ensure compliance with federal and state regulations.

With proactive tax strategies, you can prevent surprises during tax season and keep more of what you earn.

Examples of Tax Services We Provide

We offer a wide range of tax-related services, such as:

• Business Formations: Setting up the right entity type (LLC, S-Corp, etc.) to optimize tax benefits.
• Executive Compensation and Benefits: Structuring employee benefits in a tax-efficient way.
• Real Estate Transactions: Navigating tax considerations when buying, selling, or leasing property.
• Tax Audits and Disputes: Providing representation and guidance to protect your rights during audits or appeals.

Our taxation attorneys know how to address multi-layered tax issues, such as coordinating business and estate planning goals to meet your overall objectives.

What to Do if You Face a Tax Audit

Tax audits can feel intimidating, but you don’t have to go through the process alone. Here’s how we support you:

• Assess Your Case: We’ll review the details of your audit, identify potential risks, and gather all necessary documentation.
• Communicate with Tax Authorities: Our team will act as your representative to ensure your rights are respected and your case is clearly presented.
• Resolve Disputes: Whether through negotiation or legal action, we’ll work to achieve a fair resolution.

For example: If the IRS disputes a deduction for your small business, we’ll work with you to provide proof, avoid penalties, and resolve the issue efficiently.

Tax Implications of Real Estate Transactions

Whether you’re buying your first home or developing commercial properties, tax implications can significantly affect your bottom line.

• Capital Gains Tax: Understand how selling a property may impact your taxes and explore strategies to reduce liabilities.
• Property Tax Appeals: Challenge assessments that overvalue your property, potentially lowering your annual taxes.
• 1031 Exchanges: Defer taxes on property sales by reinvesting in similar properties.

When to Seek Help for Tax Planning

Knowing when to involve a tax attorney is key to protecting your finances. Here are some examples:

• Before Starting a Business: Proper structuring can minimize future tax liabilities.
• After a Significant Life Change: Marriage, divorce, inheritance, or relocation can all affect your tax situation.
• When Facing Complex Transactions: Selling a business or planning your estate requires careful tax considerations.
• If You’re Being Audited or Owe Back Taxes: Early intervention can prevent further penalties and simplify resolution.

The earlier you seek out advice, the better positioned you’ll be to avoid complications and maximize savings.

Partner With Miller, Butler, Schneider, Pawlik, and Rozzell PLLC for Your Tax Needs

Taxes don’t have to be daunting. At Miller, Butler, Schneider, Pawlik, and Rozzell PLLC, we combine legal expertise with a commitment to understanding your unique financial goals. Whether you’re planning for the future, resolving a dispute, or managing a complex transaction, we’re here to provide tailored solutions and peace of mind.