Business Transactional and Real Estate Transactional Tax Issues

Taxes and tax issues should not slow down progress. Brotman Law uses creative tax strategies and business minded insight to accomplish your goals.

Overview

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.

The problem with doing deals in taxes is that there is usually a tremendous amount of complexity that comes into place when assets are bought and sold. For this reason, it is really important to keep your eye on the end goal.

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.

Having represented clients in more than one hundred IRS audits, we know the key function of IRS examiners is to target those tax returns with the highest likelihood of error or fraud.

Rather than passively participating in the government’s investigation, or being subject to the whims of an auditor with an agenda — and having to pay more than you might be able to afford — call our firm at the out-set. We can provide a robust defense for you and skillfully handle your audit matters.

The Best Business and Real Estate Transactional Tax Representation Starts Here.

Our strategy sessions dig deep and create a roadmap to achieving your objectives and maximizing your tax savings.

Who Needs This Service?

Anyone buying or selling assets who is concerned about the tax implications of that 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.

Our Approach to Transactional Tax

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.

1) Our process begins with a consultation with you to define what you want to achieve.

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

3) 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 impacts 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.

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

Our firm has more than 100 representative transactions to our credit which demonstrates our level of expertise. We are comfortable taking the lead if that is the best way to reach your objective. However, we can also provide support to your existing team or build one for you from scratch to from our deep resources. The ultimate goal is to get your transaction over the goal line.

Samuel Brotman

Why We Designed This Service

Business and Real Estate Office Lobby

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.

Our Pricing

In transactional issues corporate counsel is usually involved on both sides and our firm is brought in an advisory capacity – to leverage our expertise and brain power. This helps keep the costs down but ensures a higher level of result. On those matters where we are providing guidance, alone, the costs range from $3,500 to $5,000.

When we are asked to do more, such as providing opinion letters or rolling up our sleeves in this matter, the costs can rise, but most of our transactional matters range from $10,000 to $15,000.

Features & Benefits

We love doing deals and our end goal is to complete them in the most efficient and economical way for our clients.
We are able to provide you with a superior advantage through our representation.
We view each business transaction from a business perspective and work the law into that mix.
We present a holistic approach to the entire process, not just the task at hand.

We spend the time in preparation to control the outcome.
We create an environment of collaboration.
We view our role with our clients as their quarterback, naming and strategizing the next move.
We utilize our tremendous experience in transactional matters for the benefit of our clients and to yield exceptional results. Our knowledge is your power.

Give Us a Call. You Have Everything to Gain and Nothing to Lose.

Our tax strategy sessions are the first step in making sure that you get the best business and real estate transactional tax defense possible. They are 100% risk free with a complete money back guarantee.