For large and small businesses, individuals, and nonprofit organizations, our tax attorneys offer TAX PLANNING ADVICE, employee benefits guidance, and tax dispute representation.

TAX SERVICES

Our tax attorneys advise clients in a full spectrum of tax-related matters, such as:

• Transactional tax planning matters, including corporate reorganizations and restructurings, tax-free spin-offs, and mergers and acquisitions
• Federal and state tax credits and incentives
• Obtaining rulings from the relevant taxing authorities
• Advising tax-exempt organizations concerning requirements for exemption, unrelated business income, excise taxes, and related issues

WEALTH TRANSFER

For individual clients, family groups, fiduciaries, and charitable organizations, our experienced tax attorneys assist with wealth transfer and planning. Our full range of planning and advisory services include:

• Administration of trusts
• Probate of estates
• Advice for professional fiduciaries
• Trusts and estate planning and administration
• Fiduciary litigation
• Charitable giving plans

REAL ESTATE TAXATION

Our tax attorneys handle real estate taxation matters, including structuring like-kind exchanges and appealing property tax assessments.

EMPLOYEE BENEFITS

Our employee benefits specialists regularly advise employers in all benefit matters, including:

• ERISA and employee benefits, including retirement and health and welfare plans
• Designing and drafting qualified retirement plans, including ESOPs
• Fiduciary responsibility issues related to qualified plans
• ERISA and Internal Revenue Code compliance
• Designing and implementing deferred and incentive compensation arrangements for executives and key employees
• Representation in IRS audits and Department of Labor investigations and disputes
• Cafeteria plans
• COBRA compliance

TAX CONTROVERSIES

Our extensive tax litigation practice helps clients resolve contested proceedings with government entities, including:

• The Internal Revenue Service
• The Iowa Department of Revenue and other state tax authorities
• City and county property tax assessors and other local tax authorities

We also regularly advise clients on tax compliance matters concerning:

• Tax return preparation and filing
• Information reporting
• Delinquent tax payment workouts
• Competing creditor disputes with the IRS and Iowa tax authorities