Tax considerations are central to nearly every business decision, transaction, or investment. At SFBBG, we distinguish ourselves from many firms by integrating our tax practice directly with our corporate and transactional services. Unlike law firms where tax advice is delivered in isolation by a separate department, our attorneys are both seasoned transactional lawyers and highly experienced tax advisors. This dual skill set allows us to provide clients with practical, business-focused strategies that align tax efficiency with broader corporate objectives.

Tax-Integrated Corporate Counsel

Our approach ensures that tax analysis is never an afterthought. When structuring business entities, negotiating mergers, drafting contracts, or advising on succession planning, we consider tax implications at every step. This approach enables clients to transition seamlessly between corporate matters and tax questions. Because our attorneys understand both the legal and tax dimensions of a transaction, we are uniquely positioned to develop solutions that work in practice, not just on paper.

Federal Taxation

The federal tax system is highly complex and ever-evolving, affecting nearly all aspects of business and investment activities. SFBBG advises clients on matters such as corporate income tax, partnership taxation, executive compensation, and capital gains tax planning. We also counsel on compliance with Internal Revenue Service regulations, prepare clients for audits, and represent them in disputes with federal tax authorities. Our attorneys are skilled at structuring transactions to minimize federal tax exposure, whether in the context of corporate reorganizations, acquisitions, or investment strategies.

State and Local Taxation

Businesses and individuals must also navigate an array of state and local tax regimes, each with its own rules and requirements. SFBBG guides clients with respect to sales and use taxes, franchise taxes, property taxes, and state income taxes, with a focus on compliance across multiple jurisdictions.

Our goal is to help our clients manage multi-state tax issues that may arise during interstate commerce. Our attorneys also represent clients in disputes with state and local tax authorities, working to resolve any issues as quickly as possible.

Transactional Tax Planning

Because our attorneys are both transactional and tax-focused, we excel at structuring deals that achieve favorable tax outcomes. Whether negotiating a business sale, drafting shareholder agreements, or planning corporate reorganizations, we integrate tax considerations as part of  each transaction. Our goal is always to structure transactions in a way that meets the needs of the client while complying with applicable  law.

Dealing With Tax Conflicts

While tax planning and implementation form the foundation of the Firm’s practice, even the most conservative planners will invariably encounter governmental compliance issues. Our extensive experience in dealing with the Internal Revenue Service and local governmental taxing authorities enables us to effectively resolve tax controversies.  The Firm is typically able to achieve the desired results without resorting to litigation; however, where necessary, we will pursue matters in U.S. Tax Court and other judicial forums to strive for the best possible outcome for our clients.

Talk to SFBBG

If you have state or federal tax issues, our seasoned attorneys are ready to help. Let us show you how our integrated approach to corporate law and taxation can benefit you. Contact us for a confidential consultation.

Client Testimonials

I had the privilege of working with Adam Maxwell and the team at SFBGG during a challenging legal battle with former business partners. From the outset, Adam and his team were proactive, empathetic, and fully committed to first fully understand my situation, and then fight for my interests. Their focus on service was evident in every interaction—always keeping me informed, addressing my concerns, and strategizing effectively to protect my company and me.

 

Sandra Mertens provided excellent work and guidance throughout this process. We truly felt you were 100% in our corner, and we greatly appreciated your candor and willingness to give clear advice. That level of commitment isn’t always easy to find. We’re very grateful for everything you did to help us get this across the finish line.

 

Christian Manalli has been our estate attorney for over twenty-five years. As our family circumstances have changed through the years and our financial needs have changed, Christian has been there every step of the way. He has always taken the time to listen and ask questions to understand our ideas for our family’s future and is always there to answer questions. My wife and I have trusted him with our family’s financial future. And now our children are entrusting Christian for their generational estate planning.

 

“Well done, Adam Glazer and Andrew Johnson! Like I said before, we know we had the best representation we could possibly have had.”

 

My previous attorney’s decision to seek other employment instead of focus on my case was a blessing in disguise, as it led to my meeting SFBBG and Sandra Mertens and very quickly gaining confidence that they have my back. I take great comfort in knowing that I am being very well represented.