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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, 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

Chambers USA Band 2 Ranking in Corporate/M&A (Ohio)

For more than a decade, Calfee's Corporate and Capital Markets group has been ranked by Chambers USA. Most recently, in Chambers USA 2020, Calfee was ranked in Band 2 for Corporate/M&A in Ohio. Chambers USA 2020 commentators note that, "The practical nature of the firm is what makes them special. They are experienced and knowledgeable enough to interact with larger firms, but they are more effective because they are responsive and focus on the most important issues."

U.S.News – Best Lawyers "Best Law Firm" Rankings

Calfee was ranked by U.S.News – Best Lawyers in America in "Best Law Firms" 2020 in the area of Tax Law (Metropolitan Tier 1 Cleveland).

Professionals

Services

Services

Business Tax Planning

  • Choice of entity
  • Taxable and tax‑free transactions
  • Drafting partnership agreements and LLC operating agreements
  • Spin‑offs
  • Bankruptcy reorganizations
  • Structuring and restructuring
  • Succession planning (Family LPs and LLCs)

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 with analysis of issues such as UBIT and self‑dealing

State and Local Tax Planning

  • Identifying government tax incentive programs
  • Sales and use tax planning

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

News & Events

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"The practical nature of the firm is what makes them special. They are experienced and knowledgeable enough to interact with larger firms, but they are more effective because they are responsive and focus on the most important issues."
Chambers USA 2020

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