Brody Wilkinson offers comprehensive tax representation to a diverse range of businesses, executives, individuals and tax-exempt entities across all areas of federal, state and local tax laws. Our services are tailored to meet the unique needs of clients, whether it is advising on mergers and acquisitions, structuring investments or managing the specific challenges of tax-exempt organizations.
We focus on minimizing overall tax burdens by leveraging a variety of strategies, including carefully structured transactions, tax-efficient business practices and sophisticated tax and investment planning. Our deep understanding of evolving tax regulations and our ability to anticipate changes allows us to develop proactive solutions for all clients.
We regularly provide tax advice for:
- Mergers
- Acquisitions
- Divestitures
- Spin-offs
- Split-offs
- Partnerships
- Joint ventures
- Choice of entity
- Reorganizations
- Shareholder redemptions
- Real estate ventures
- Executive compensation
- Charitable & other tax-exempt organizations
- Tax-exempt financings
- Tax shelters
- Federal & state tax audits
- Succession planning
- Residency & domicile issues
Representative matters include:
Representation of a food and beverage industry client with a series A financing with a strategic investor which included the formation of and contribution of assets to a new C Corporation so that the owners could take advantage of the IRS Section 1202 Qualified Small Business Exemption. The financing was structured in multiple tiers allowing for additional investments over time.
Representation of a private investor in connection with the acquisition of qualified opportunity zone property and the creation of a qualified opportunity zone fund in order to facilitate the deferral of significant amounts of capital gains.
We represented the principals of a health care industry company in a multi-million dollar sale of their equity interests to a strategic buyer. The transaction was structured for tax purposes as a tax-free reorganization and conversion of the company from an S corporation into an LLC and then a sale of the membership interests in the LLC to the buyer. The transaction also included transition services agreements for the principals and a post-closing earn-out payment.
