Overview
Calfee’s Tax attorneys are service-oriented and provide comprehensive tax law representation and planning for a diverse client base that includes publicly held companies, privately held businesses, tax-exempt organizations, issuers of tax-exempt bonds, partnerships, and individuals. Our goal is to identify our clients’ tax issues and to resolve those issues effectively with responses that take into account all considerations.
Our approach is to devise efficient methods to plan successful transactions. We believe our role is not simply providing tax advice when asked but offering solutions that avoid problems. Our tax attorneys are involved in all aspects of the firm’s transactional practice and can draw upon their experience in General Corporate law, Mergers and Acquisitions, and other related areas to provide creative but practical tax planning services for clients.
Noteworthy
U.S. News – Best Lawyers® “Best Law Firms” Rankings
Calfee was selected for inclusion in the 2023 "Best Law Firms" rankings by U.S. News – Best Lawyers in Tax Law (Regional Tier 1 Cleveland).
Professionals
Professionals
Services
Services
Business Tax Planning
- Choice of entity
- Taxable and tax‑free transactions
- Drafting partnership agreements and LLC operating agreements
- Spin‑offs
- Structuring and restructuring
Public Finance
- Private business test analysis and planning
- Remedial actions
- Arbitrage analysis and planning
Tax Disputes and Litigation
- Representation of clients before the U.S. Tax Court, the IRS, the Ohio BTA and the Ohio Supreme Court
- Private letter ruling requests
Tax‑Exempt Organizations
- Organizing tax‑exempt entities
- Providing assistance in obtaining tax‑exempt status
- Maintaining and monitoring tax‑exempt status
State and Local Tax Planning
- Voluntary disclosure agreements and similar programs
- Sales and use tax analysis
Employee Benefits and Compensation
- Executive compensation strategies
- Drafting of stock option plans, restricted stock plans and phantom stock plans
- Split‑dollar insurance planning
- Employee vs. independent contractor analysis