Tax planning for individuals, partnerships, limited liability companies and corporations; representation before the Internal Revenue Service; tax litigation
Kotz, Sangster Wysocki & Berg. P.C. taxation and employee benefits lawyers counsel corporate and individual clients on a broad range of issues. Our practice concentrates in four general areas: business tax, employee benefits, state and local taxation, and trusts and estates.

Within these areas, we focus on the tax implications of business acquisitions, reorganizations and divestitures, international transactions, charitable giving and tax-exempt organizations; employee benefits; estate planning and administration; executive compensation arrangements; family businesses; state and local taxation; tax audits and controversies; and asset securitizations, and financial products.
Our tax lawyers provide advice on tax matters in any business transaction, helping to ensure that our clients minimize risk and maximize their business and financial objectives. We regularly provide counsel and tax advice in connection with sophisticated financial transactions, including taxable and tax-free mergers and acquisitions, innovative leasing transactions, joint ventures, investments, and many others. Because of our background, training and experience, we are extremely knowledgeable about the tax issues that are important to our clients. We help clarify your tax issues – federal, state and local – and help you identify the strategies needed to advance your business goals.

Our tax lawyers also provide comprehensive employee benefits services to small and large privately held companies and tax-exempt organizations. In this area, we tap into the expertise of Kotz, Sangster Wysocki & Berg. P.C. labor and employment lawyers, as well as our litigators and corporate lawyers. We can therefore deal on a sophisticated and comprehensive basis with all aspects of programs designed to deliver retirement and welfare benefits to employees.

We provide complete trusts and estates services as well as personal and business tax planning services. We help individual clients who seek to transfer assets to their chosen beneficiaries; assist our business clients to transfer ownership and control of their businesses; help clients make charitable gifts through private foundations and other giving vehicles; advise executors and trustees concerning the interpretation of wills and trust agreements and the administration of estates and trusts; represent fiduciaries and beneficiaries in contests regarding wills and trusts; and help resolve tax issues and settle tax controversies at all levels of the Internal Revenue Service or through litigation.