BUSSINESS AND REAL ESTATE TRANSACTIONAL TAX

Complex business and financial transactions often call for expertise in different areas of law. With access to attorneys knowledgeable in real estate tax and corporate transactions, Brotman Law will help you stay nimble in an aggressive marketplace. Let no tax issues slow down your progress.

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WE HELP BUSINESSES AND THEIR OWNERS

BUSINESS TRANSACTIONS

We address a range of state and federal tax issues, including franchise, transfer and recordation, sales and use, and property taxes. We advise you in all aspects of minimizing and determining your tax burdens in regard to pending transactions.

CORPORATE REORGANIZATION

Corporate reorganizations consist of split-ups and spin-ups, dispositions, acquisitions, joint ventures, recapitalizations and stock redemptions, all of which should be properly structured to address IRS regulations in order to attain the desired tax result.

REAL ESTATE TAXATION

We handle a wide range of real estate tax concerns for developers and investors, from handling 1031 exchanges to resolving tax disputes with the IRS.

Just like people, businesses are dynamic and diverse. New enterprises come up every day, and the existing ones are constantly expanding. Although most business transactions raise various legal issues, few concerns are as prevalent as those related to federal and state taxation.

Our practice is designed not to let tax implications get in the way of your progress. At Brotman Law, we take pride in advising real estate developers and entities, professional services firms, and individuals on a range of transactions. We also help businesses properly structure their contracts, entrepreneurs form companies, or anyone contemplating a merger or acquisition. What’s more, we help entrepreneurs with tax disputes before the IRS.

As you might have noticed, at the core of all these services is a crucial element: People. We are talking about entrepreneurs, risk-takers, owners, women and men who have turned their passion into a professional journey. And there is no higher accolade we can receive than to build their trust and maintain it along the way. So, when they bump into tax-related issues while running their operations, we are always ready to provide solid guidance.

In today’s marketplace, being business-savvy is no longer sufficient. You must also be tax-savvy. Complex regulations, heightened regulation and enforcement, and endless reforms impact your bottom line. Navigating this sensitive landscape requires creative solutions and prudent thinking from business transactional tax attorneys.
  • Business owners who are planning to merge with or acquire another company, as they may need to navigate complex tax laws and regulations in order to complete the transaction.
  • Anyone contemplating an exit or an acquisition of an existing company or investment portfolio
  • Anyone starting a business venture, hedge or investment fund, or project that they anticipate scale and are worried about the future tax consequences.  
  • Real estate investors who are purchasing or selling property, as they may need to consider the tax implications of the transaction and structure it in a way that minimizes their tax liability.
  • Entrepreneurs who are starting a new business and need to choose the most tax-efficient business structure, such as a corporation, partnership, or sole proprietorship.
  • Individuals or businesses that are involved in international transactions and need to comply with tax laws and regulations in multiple countries.
Our goal is to help you achieve your goals, plain and simple. We keep our eye on the ball, from beginning to end, throughout this process.

We designed our business/real estate transactional tax service because we found that we could provide a higher level of work in this area of tax than most other firms.

The people who are involved in deals and transactions hire us to move things forward. When you get two parties who agree on the exchange and the terms of that, you have to move quickly to bring about a successful conclusion, and it’s the lawyer’s job to accomplish that objective and to execute the will of their client.

We designed this service to provide objective advice to our clients who are in the midst of a deal or major transaction. Our process is very focused on problem solving and it is our objective to get every deal over the goal line.

 

Deals work best when they move things and people forward. Whenever you are working on a transaction or with something concerning a business, it takes a tremendous amount of energy, output and focus to get the deal done. In a nutshell, our practice is designed to not let tax get in the way of getting that deal done. Instead, we are focused on moving the deal forward.
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HOW IT WORKS

01

CONSULTATION

Our process begins with a consultation. This meeting gives you a chance to analyze the issue and examine the options that may be available to you. Regardless of the situation, our attorneys will carefully explain the process in a language you can easily understand.

02

REVIEW

We cull data from different sources to define the stage you are at with your transaction.

03

CREATION OF STRATEGIES

We create a variety of strategies and analyze their potential impacts to reach your objective. We look at your timing, the circumstances surrounding your potential transaction, and the potential impact that can result from interacting with the different parties. Our plan will help you maximize your tax benefit and will do so by having you drive the deal instead of your tax situation driving the deal. Our goal is to match our solution with your timetable.

04

EXECUTION

We execute our plan as either an outside consultant to your deal team or as the quarterback of your transaction(s).

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BOOK A FREE ASSESSMENT CALL

Set up a quick call with our firm's concierge to see if we'll be able to help you. The whole process will take 10 minutes or less. If your matter is urgent we will also help to expedite a meeting with Sam.

NEXT STEPS


Next, you will meet with the Firm Owner and Director of Legal, Sam Brotman for your consultation. Any information that you can provide or any documents you would like Sam to review are always helpful, so we can ensure that you get as much value as possible.

WE HAVE HELPED THOUSANDS OF PEOPLE JUST LIKE YOU SAVE OVER $1 BILLION IN TAXES.

steven-wener

Wanted to share my experience in working along side with Sam and his law firm, as I am a residential real estate broker. What I've noticed, and I've known Sam for years, is that he and his firm look for every angle out there to help minimize or mitigate any liability owed to the IRS. Not only have my dealings shown me his integrity, but he understands how stressful these tax situations are for his clients and he and his firm are there to create expectations and work to exceed what is expected. The professional organization that Sam and I are a part of, share in thank you's and testimonials amongst our peers. I've heard countless testimonials about Brotman Law and how he's made other professionals look amazing when their client issues are taken care of due to the knowledge and know how that Brotman law brings to the table. Best thank you I ever heard was that Sam was the best tax attorney they've ever worked with.

Steven Wener , Broker Associate Whissel Realty

STILL HAVE QUESTIONS?

Tax law can be complex, confusing, frustrating, and even scary. We're here to help!

When do you need a transactional lawyer?


If you have tax issues arising from real estate transactions, mergers and acquisitions, dispositions, and other corporate transactions, you need a transactional attorney.

Why is a tax attorney necessary when planning for mergers and acquisitions?


The process companies go through during the preparation and investigation phases of a merger and acquisition transaction is fraught with tax issues. Attorneys can add value by minimizing taxes and devising optimal holding structures for your transaction.

Why is an attorney necessary for commercial real estate transactions?


Several issues can crop up when buying, selling, developing, and financing a commercial property. Trying to handle the process alone can be overwhelming. Your lawyer will review all the relevant information and documents and advise you regarding taxation. For example, during a sale, attorneys assist you in maximizing your tax benefits and reducing your property tax liability.

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