{"id":57975,"date":"2025-10-22T20:18:04","date_gmt":"2025-10-22T20:18:04","guid":{"rendered":"https:\/\/www.dinsmore.com\/?post_type=services&#038;p=57975"},"modified":"2025-12-17T23:10:23","modified_gmt":"2025-12-17T23:10:23","slug":"tax-planning","status":"publish","type":"services","link":"https:\/\/www.dinsmore.com\/services\/tax-planning\/","title":{"rendered":"Tax Planning"},"content":{"rendered":"\n<p>We work with our clients to plan transactions, mitigate exposure and ensure compliance across technical tax laws, regulations and ordinances.&nbsp; Our commitment to maintaining client service while ensuring analysis and promoting cross-functional interaction produces a team-oriented approach through which our we work closely with clients and colleagues to generate the best results specifically tailored to meet each client\u2019s needs and circumstances.<\/p>\n\n\n\n<p>Our attorneys are also experienced in other fields, including business law, family wealth planning and real estate.&nbsp;<\/p>\n\n\n\n<p><strong>Our services include<\/strong><\/p>\n\n\n\n<details class=\"wp-block-details is-style-default has-primary-color has-transparent-background-color has-text-color has-background has-link-color has-custom-3-font-size wp-elements-84f4445f5b64268b3935a3fe377adb13 is-layout-flow wp-block-details-is-layout-flow\"><summary>Entity Structures and Business Transactions<\/summary>\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-7db9d80f wp-block-group-is-layout-constrained\" style=\"padding-right:0;padding-left:0\">\n<p>We help clients solve problems and develop tax planning opportunities that meet the needs of their business through shareholder agreements, operating agreements, buy-sell agreements, incentive plans and other organizational agreements.&nbsp; Whether a client\u2019s business is emerging, maturing, expanding or winding down, we are a one-stop-shop for operational and transactional matters, including the structuring of contracts, joint ventures, and other arrangements with customers and business partners, as well as mergers, acquisitions, asset sales, equity sales, securities issuances, reorganizations, divisions, exchanges, recapitalizations, workouts, syndications and other transactions.<\/p>\n<\/div>\n<\/details>\n\n\n\n<details class=\"wp-block-details is-style-default has-primary-color has-transparent-background-color has-text-color has-background has-link-color has-custom-3-font-size wp-elements-b57eeb72adcfdbf0971282c695b7dfa4 is-layout-flow wp-block-details-is-layout-flow\"><summary>Tax-Exempt Organizations<\/summary>\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-7db9d80f wp-block-group-is-layout-constrained\" style=\"padding-right:0;padding-left:0\">\n<p>We assist organizations with formational issues and in obtaining favorable determination letters, commonly in areas outside of the historical \u201cbox\u201d of tax-exemption.&nbsp; We continue to serve more traditional tax-exempt organizations, including hospitals, health care systems, universities, museums, foundations, trade associations, business leagues and social clubs.&nbsp; The issues facing tax-exempt organizations are both distinctive and comparable with respect to their for-profit counterparts.&nbsp; To these ends, we assist with nuanced issues like unrelated business income tax, compensation, private foundation compliance, fiduciary duties, lobbying, solicitation and information reporting, as well as general issues like governance, joint ventures, mergers, acquisitions, reorganizations, consolidations and reclassifications.&nbsp; Our attorneys are skilled at helping tax-exempt organizations\u2014new or old, straightforward or unique\u2014navigate challenges and achieve their objectives.<\/p>\n<\/div>\n<\/details>\n\n\n\n<details class=\"wp-block-details is-style-default has-primary-color has-transparent-background-color has-text-color has-background has-link-color has-custom-3-font-size wp-elements-51a94b2804710520e86ecd89d4ae19f7 is-layout-flow wp-block-details-is-layout-flow\"><summary>Real Estate, Tax Credits, and Incentives<\/summary>\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-7db9d80f wp-block-group-is-layout-constrained\" style=\"padding-right:0;padding-left:0\">\n<p>Drawing on cross-functional resources, our attorneys have a long-standing track record of advising developers, investors and lenders in various real estate transactions, including tax-oriented real estate financings, workout transactions, tax aspects of REIT formations, operations, mergers, acquisitions, and financings, in addition to tax credit transactions like federal and state low-income housing tax credits and historic tax credits.&nbsp; Our team combines their experience with our client-oriented focus to carefully navigate the rules and regulations surrounding these complex structures, while never losing sight of a client\u2019s business goals and objectives.<\/p>\n<\/div>\n<\/details>\n\n\n\n<details class=\"wp-block-details is-style-default has-primary-color has-transparent-background-color has-text-color has-background has-link-color has-custom-3-font-size wp-elements-8b4ff63cee8903258a7dc54bafc45893 is-layout-flow wp-block-details-is-layout-flow\"><summary>Litigation&nbsp;<\/summary>\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-7db9d80f wp-block-group-is-layout-constrained\" style=\"padding-right:0;padding-left:0\">\n<p>Our attorneys include those with significant experience litigating matters at the federal, state, county and city levels, as well as with audits, protests, refund and abatement claims, ruling and determination requests, technical advice, closing agreements, and other matters related to assessment, levy, payment, and compliance involving the Internal Revenue Service, state departments of taxation, and other administrative bodies.&nbsp; Matters include defense of transactions and reporting positions, valuation issues, offers in compromise, and reasonable-cause-based abatements and relief requests. Through collaboration, we are able to work across the firm\u2019s offices to find specialized experiences and to access litigators with experience at all levels of government.<\/p>\n<\/div>\n<\/details>\n","protected":false},"excerpt":{"rendered":"<p>We work with our clients to plan transactions, mitigate exposure and ensure compliance across technical tax laws, regulations and ordinances.&nbsp; Our commitment to maintaining client service while ensuring analysis and promoting cross-functional interaction produces a team-oriented approach through which our we work closely with clients and colleagues to generate the best results specifically tailored to\u2026<\/p>\n","protected":false},"author":8,"featured_media":0,"parent":0,"menu_order":69,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"tags":[],"class_list":["post-57975","services","type-services","status-publish","format-standard","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.5 (Yoast SEO v26.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Tax Planning - Dinsmore &amp; 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