A range of industries A world of experience
Our team has implemented innovative tax strategies across dozens of industries. We regularly structure sophisticated acquisition and financing transactions for U.S. and international companies; organize business activities for U.S. and non-U.S. enterprises to achieve optimal international, federal, state, and local tax outcomes; resolve audits and disputes with tax authorities; and comply with filing and reporting requirements in the U.S. and abroad.
The unique tax needs of nonprofits
Shumaker advises a diverse group of nonprofit organizations, including large health care systems, cultural institutions, and academic organizations, providing guidance on critical tax issues. While our primary emphasis is on maintaining our nonprofit clients' tax-exempt status, clients value our counsel that integrates tax planning, transactional assistance, employment law, employee benefits advice, and general business guidance.
Vigorous audit and litigation advocacy
Tax disputes are troubling matters with potentially dire consequences. We work to protect your interests in audits and appeals at federal, state, and local levels. Our pragmatic approach often leads to appropriate settlements, but if settlement is impossible, we are passionate and effective courtroom advocates.
Our Services:
- Business, nonprofit, and individual tax planning
- Choice-of-entity decisions (i.e., types of corporations and partnerships)
- Structuring and planning business reorganizations, acquisitions, and dispositions (for taxed and tax-exempt organizations)
- Integrated tax and estate planning for business owners and high-net-worth individuals
- Representation before the IRS in civil audit and appellate conference proceedings
- Taxpayer advocacy in the U.S.
- Representation before the Tax Court and the U.S. district and appellate courts
- Challenges to assessment of sales and use taxes, employment taxes, property taxes, commercial activity, gross receipts, and all types of other state and local taxes
- Pursuing tax reductions before local government boards of revision and boards of tax appeals
