Practice Groups
Tax
Our Tax Law Group has extensive experience in federal, state, local and international tax issues. We provide advice to our clients on International Tax, Investment Funds, Mergers and Acquisitions, Real Estate and Individual and Estate Taxes.
International Tax
Our tax attorneys have extensive experience with both foreign and U.S. based clients. The group advises on cross border investment structures, international financial products, and international tax planning for individuals.
Investment Funds
We advise private investment vehicles such as hedge funds, private equity funds, venture capital funds, and their managers and investors. Many of these vehicles invest in highly complex trading strategies and in cutting-edge financial instruments, all of which requires the up-to-the-minute tax expertise that we pride ourselves on providing. There can be a significant international component to this tax advice.
We have established many fund vehicles in offshore jurisdictions to achieve tax-efficient investing by both U.S. tax-exempt organizations, including IRA's and foundations; and by foreign investors. These structures are designed so as to accomplish the optimal lawful tax results for the participants, including minimization of United States taxation of foreign investors and elimination of the Unrelated Business Income Tax (UBIT) for U.S. tax-exempt investors. In advising on offshore vehicles, we work closely with leading law firms established in the principal offshore jurisdictions, so as to achieve the optimal tax results in all of the tax jurisdictions involved.
We advise many fund managers on how to structure their own investment and their rights to future profits or fees, in both onshore and onshore funds to reduce taxation to the lowest possible levels.
Mergers and Acquisitions
Our tax lawyers advise on cross-border transactions that range from lending activity to acquisitions and dispositions, joint ventures and partnerships.
Real Estate
Our tax group has counseled U.S. and non-U.S. clients in structuring asset securitization and real estate transactions. This includes the tax aspects of partnerships, pension funds and other tax-exempt entities.
Individual and Estate Taxes
We advise clients on strategies for reducing federal, state and local taxes. We develop estate planning strategies that include family limited partnerships, insurance trusts, gift tax exclusions, charitable gifts and annuity trusts.
Tax Controversies
Our tax lawyers have extensive experience in representing taxpayers involved in tax disputes with federal, state and local tax authorities. In addition to representing clients involved in disputes at the tax agent level, we represent clients in tax cases, including trials before the United States Tax Court. Our extensive trial background combined with our attorneys' in-depth knowledge of tax law makes our tax litigation practice particularly attractive to clients with complex tax disputes, especially those involving the financial services industry.
Executive Compensation
Sadis & Goldberg's Executive Compensation represent employers on a wide range of executive compensation issues. Our attorneys assist with all aspects of ERISA and tax code compliance. Our work includes:
- Design and draft executive compensation arrangements, including nonqualified deferred compensation plans and incentive programs
- Advise and counsel regarding tax matters
- Design and draft executive employment and change in control agreements
Counsel boards and compensation committees on related fiduciary and corporate governance issues.