Egan Nelson’s tax practice has extensive experience handling a wide range of federal, state and local and international tax matters, including advising on choice of entity issues for business start-ups, joint ventures, and private equity and investment funds, structuring both taxable and tax-free domestic and international corporate reorganizations, acquisitions and divestitures, handling federal and state and local tax controversies, and advising on the tax consequences of our clients’ various business transactions. Our goal is to provide our clients with straight-forward, practical tax advice to help clients structure their business transactions in the most cost-efficient and advantageous manner from a tax perspective. E/N’s tax practice delivers significant value to our client’s businesses by carefully reviewing each client’s particular tax circumstances and helping them achieve the most favorable tax positions and outcomes whether their needs involve a specific business transaction or assistance with structuring everyday business operations. We offer our clients representation and counseling in a wide-range of tax matters, including the following:

  • entity formation and structuring (including investment funds)
  • private equity fund investments by foreign and tax-exempt investors
  • debt and equity investments by private equity funds in portfolio companies
  • taxable and tax-free stock and asset acquisitions
  • corporate reorganizations and recapitalizations
  • partnerships, joint ventures, and other strategic alliances
  • securitizations
  • executive compensation
  • real estate like-kind exchanges
  • real estate debt workouts
  • federal and state and local tax controversies
  • state and local income and franchise tax minimizations and state and local sales
  • repatriation of foreign earnings by U.S. multi-nationals
  • U.S. multi-national organizational structure simplifications
  • U.S. income tax treaty analysis with foreign countries
  • inbound and outbound investments

Our attorneys have represented and counseled a broad spectrum of clients, including local companies and individuals, Fortune 500 companies, start-up companies, institutional investors, investment funds and their sponsors, family offices and investment, merchant and buyout firms.