Taxation - Individuals, Families & Estates
Our attorneys understand the complexities of federal, state, and local tax law. Whether you require individual, business, or estate tax expertise, our dedicated tax attorneys have the practical knowledge and experience to guide you towards a more advantageous tax position.
*The Services We Provide Individuals Include:
- Tax Planning and Compliance Guidance: By counseling our clients on the implications of specific activities or major transactions, we help guide their actions to avoid potential tax pitfalls, often putting them in a more favorable tax position.
- Tax Updates: As the complicated body of tax law changes, we counsel our clients on the impact of those changes. Our diligence in keeping current allows our clients to benefit from an improved tax status whenever possible.
- IRS Disputes: In matters of underpaid or delinquent taxes, or tax liabilities of which our clients may be unaware, we contact the taxing agency on behalf of our clients to expediently resolve the matter.
- Estate Planning: Our clients benefit from well-designed estate plans and gifting strategies that significantly reduce their tax exposure.
- Estates and Trusts: We assist our clients in administering trusts or estates in compliance with tax law.
*To ensure compliance with requirements imposed by the U.S. Internal Revenue Service in Circular 230, we inform you that any tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the U.S. Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed in this communication.
Recent Updates & Recommended Articles from the Lancaster Law Blog:
- Third Circuit sends Innocent Spouse Relief Case Back to Tax Court: Mannella v. IRS
- A few months ago I wrote about a case I argued in the United States Court of Appeals for the Third Circuit. The case concerned whether an IRS regulation requiring taxpayers requesting equitable innocent spouse relief to request the relief within two years was valid.
- Estate and Gift Tax Update
- Christmas came a little early for many taxpayers in the enactment last week of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the "Act"), which extended the Bush tax cuts for two years. The Act also erased much of the uncertainty regarding the fate of the federal estate and gift taxes that we have written about.