State and Local Tax Services
Our clients include the country's largest REITs, opportunity funds, privately held real estate funds, hotels, construction and development companies - as well as the individuals behind the businesses. We offer a proactive approach aimed at controlling, managing and minimizing clients' overall state and local tax burden - providing practical, incisive solutions that are in synergy with their business operations. This ensures that no state or local tax savings opportunities are missed and associated compliance risks are minimized. This approach allows our clients to focus on what they do best…their business.
The Taxes (on a multi-state basis):
- Sales and Use
- Income (Partnership, Corporate & Personal)
- Franchise
- Gross Receipts
- Excise
- Property (Real & Personal)
- Realty Transfer
- Hotel Occupancy
- Business License
The Services:
Transaction Advisory:
Minimizing current and prospective state and local tax costs with regard to client property acquisitions and dispositions
Due Diligence:
Identify historical state and local tax exposures/issues in advance of client business acquisitions.
Controversy & Audit Defense:
Represent clients with regard to all matters before state and local taxing authorities.
Voluntary Disclosure Agreements:
Represent clients in connection with voluntarily approaching the various state and local taxing authorities in order to favorably settle prior years' tax liabilities.
Compliance Enhancement/Risk Management:
Assist clients in enhancing their overall state and local tax compliance function for risk minimization.
Credits and Incentives Advisory:
Secure state and local tax incentives for clients acquiring/constructing properties in designated areas, and ensuring that all available state and local tax credits are maximized.
Escheat Property/Unclaimed Funds Advisory:
Assist clients in complying with the various states' abandoned property/unclaimed funds remittance requirements.
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