Guide clients through a range of debt and equity financing transactions for
commercial and real estate loans; support lenders through loan documentation
for commercial and real estate projects. Counsel private corporations, 501(c)(3)
corporations, banks, and underwriters relative to tax-exempt financing vehicles
and requirements.
Advise and represent clients in all aspects of acquisition, sale, merger, or
other business combination transactions; develop transaction structure, analyze
related tax issues, assist in conducting due diligence, negotiate and prepare
appropriate documents, and ensure compliance with applicable state and federal
regulatory requirements.
Represent investors, issuers, and insurance companies in securities law compliance
and litigation. Advise business organizations in offerings of stock, debt,
and equity interests; represent clients with the SEC and numerous states’ securities
regulatory authorities.
Work with business owners to ensure a well-managed transfer of a family or
closely-held business in a way that reduces taxes, maintains harmony, and avoids
business disruption.
Advise clients on a variety of tax issues, such as corporate and partnership
taxation; pension, profit-sharing and other tax-qualified benefit programs;
estate taxation; commercial and industrial tax abatement; and tax-exempt financing.
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