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 solutions for their unique situations in this often-confusing area of the law. Jones & Keller’s attorneys pride themselves on guiding clients to achieving the best outcomes from a combined economic, legal and tax perspective, while also generally assisting clients with creative solutions to complicated business problems.
The tax practice works closely with attorneys in Private Wealth & Estates and Corporate attorneys to secure tax-advantaged outcomes for individuals, families and businesses.
Our tax attorneys provide a diverse range of services where necessary throughout the life-cycle of our clients and their businesses.
Jones & Keller’s tax attorneys work closely with clients to develop, implement and manage qualified plans, including defined benefit plans, ESOP’s, and defined contribution plans. We also counsel clients in developing non-qualified plans that achieve the financial and incentive goals of corporate clients and their executives, including reviewing and revising existing plans to comply with Internal Revenue Code §409A as well as drafting new stock option, restricted stock, and phantom stock plans.
Our 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 forming new businesses, structuring transactions as the business grows and tax planning for an eventual exit strategy. The Tax practice also advises clients in the formation of charitable organizations.