The Taxation Group advises individuals and businesses on federal, state and local tax matters.
It provides tax planning services and represents clients before the Internal Revenue Service,
Pennsylvania Department of Revenue and other taxing authorities at audit and appeal proceedings.
The Taxation Group assists the firm's business clients in all aspects of taxation affecting the
life-cycle of a business, including compensation, buy-sell agreements, business acquisitions and
dispositions, equity and debt offerings, the admission or withdrawal of owners, sales and use tax,
tax exemption and other tax issues. In addition, the Group advises clients in the areas of qualified
and non-qualified pension and profit sharing plans and other employee welfare benefit and fringe benefit
plans and arrangements.
The Taxation Group is experienced in the business and tax aspects of tax-oriented financial and business
transactions and is regularly engaged in structuring, negotiating and documenting such transactions,
including leveraged and single-investor equipment lease financings, tax-exempt bond financings, off-balance
sheet/grantor trust financings, and leveraged ESOP financings.
The Taxation Group also serves as counsel to a number of tax-exempt organizations and assists such
organizations in obtaining and maintaining federal tax exempt status and in qualifying for exemption
from real estate, sales and use and other taxes. In addition, it advises such organizations on
qualification as a public charity or a private foundation and the taxation of unrelated business income.
