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Assisted client in structuring sale of partnership interest which resulted in federal income tax savings of over $135,000 and state tax savings of $88,000. |
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Represented a client in dispute with Internal Revenue Service which resulted in the settlement of an original estimated liability of $2,400,000 for approximately $500,000. |
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Assisted client in identifying favorable withholding tax provisions which resulted in over $40,000 in annual withholding tax savings. |
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Performed Texas Franchise tax reviews of previously filed state income tax returns and identified refund opportunities in excess of $60,000. |
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Assisted client in structuring family limited partnership and implementing gifting strategy which resulted in substantial reduction in projected estate tax liability. |
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Performed analysis of separate and community tax calculations in estate dispute which resulted in reimbursement to community estate of approximately $250,000. |
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Developed alternative operating structure for corporation which resulted in annual state tax savings of more than $150,000. |
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Structured settlements of personal injury claims to minimize allocation of awards to punitive damages which resulted in tax savings of over $250,000. |
