Tax Planning, Taxation Issues and Tax Litigation

Jostock & Jostock, P.C. represents clients in a broad range of federal, state and local tax issues including tax planning for companies, individuals and estates, representation during audits, negotiated settlements and litigation. Our firm has decades of experience representing clients with respect to issues involving corporate income taxes, sales and use taxes, personal property taxes, local business license taxes, gross receipts taxes, transfer taxes, various excise taxes, real estate taxes and personal income taxes. Our experience and capabilities in federal, state and local taxation allows us to be highly efficient in our representation of clients.

Jostock & Jostock, P.C. - Tax Planning, Taxation Issues and Tax LitigationWe have assisted clients in developing and implementing strategies to minimize their current and future federal, state and local tax liabilities. Our firm is accustomed to working closely with in-house tax directors, general counsel, and other in-house personnel to ensure that our clients are kept fully informed and involved throughout the process.

When a dispute arises, we defend of our clients’ tax positions during the audit, before administrative agencies, the Appeals Office at the Internal Revenue Service and in litigation before the tax courts. In many cases, we are able to obtain a successful resolution of the dispute at the audit or administrative agency level through interaction and negotiations with the auditor or other tax officials. When a fair resolution is not reached at the administrative level, we have litigated state and local tax matters at state and federal tax courts.

Key Areas of Service:

  • Advising corporate, partnership, limited liability company, special purpose entity and other clients to properly structure their businesses and counseling them regarding the tax and business aspects of corporations, partnerships, limited liability companies, joint ventures, special purpose entities, business, and grantor trusts;
  • Audit representation and tax collection representation before state agencies and the Internal Revenue Service;
  • Preparing estate and gift tax returns;
  • Providing tax planning for specific business transactions involving limited liability companies, C-corporations, S-corporations and family limited partnerships and other partnerships in connection with employee benefits;
  • Representing clients in state and federal tax controversies at both the audit and litigation levels:
    • U.S. Tax Court;
    • U.S. District Courts; and
    • Internal Revenue Service.
  • Structuring real estate transactions including like-kind exchanges (1031 and 1031 reverse exchanges); and
  • Structuring and counseling with respect to taxable and tax-free mergers, reorganizations, acquisitions, divestitures, and spin-offs.

Tax Planning, Taxation Issues and Tax Litigation Concentration Descriptions:

Closely Held Business Taxation Planning
Corporate Taxation
Estate & Gift Taxation
Income Taxation Planning & Counseling
Mergers & Acquisitions/Corporate Finance Taxation
Pass Through Entity Taxation
Real Estate Taxation
Tax Litigation

  1. Please feel free to contact us with any questions, comments or if you would like to set up a consultation