Individuals and businesses face an ever-changing web of federal, state and local tax laws, regulations and policies. Jones & Keller’s attorneys work with clients to achieve advantageous and economical tax planning for their unique situation in this often confusing area of the law.
Jones & Keller’s tax attorneys provide a range of services including analyzing and structuring corporate transactions, proffering tax opinions, representing clients in front of the IRS and state and local taxing authorities, including tax litigation where necessary.
Jones & Keller’s tax attorneys work closely with clients to develop, implement and manage both qualified plans, including defined benefit plans, ESOP’s, defined contribution plans. The Tax Department assists its clients in developing non-qualified plans which achieve the financial and incentive goals of both its corporate clients and their executives including reviewing and revising existing plans to comply with Internal Revenue Code §409A as well as drafting new plans including option plans, restricted stock plans, and phantom stock plans.
The Tax attorneys also work with corporate and individual trustees in providing advice and guidance in the operation and administration of trusts. We represent both regional and national bank trust departments and have formed trust departments for client banks.
Jones & Keller’s tax attorneys also work with owners of businesses to assist them in the formation of new businesses, to the structuring of transactions as the business grows and the tax planning for eventual exit strategy.
The Tax Department also assists clients in the formation of charitable organizations.