At Dowling Aaron Incorporated, the Tax Practice Group closely engages in sophisticated tax planning and assists with tax compliance in an efficient, proactive manner. The group frequently works alongside accountants, financial planners and other groups within the firm to offer clients comprehensive planning and service related to all aspects of the client’s businesses.
In the planning stages, the group ensures that the issues of income tax, sales and use taxes, employment taxes and property taxes are properly reviewed for both individuals and business entities. Additionally, attorneys in this practice group are well-versed in estate and gift taxation, tax free exchanges of real property, entity restructuring, and non-profit entity formation and tax planning.
The Tax Practice Group works closely with the Business and related groups during the planning stages to ensure transactions are correctly structured in the most tax effective way to avoid and minimize payment of tax obligations and penalties. This proactive approach makes it easier for business owners to circumvent potential problems as they experience future growth and change, as well as allowing them to save money through efficient planning.
During contested tax proceedings, the experienced Tax Practice Group is ready to defend Dowling Aaron Incorporated’s clients and manage complex audits and collections involving the IRS, the Franchise Tax Board, the State Board of Equalization, the Employment Development Department and County Tax Assessors, boards or commissions. Dowling Aaron Incorporated’s broad range of business and tax planning and litigation experience allows the group to pinpoint areas of concern and adhere to the strict rules and regulations of the various tax laws as they apply to each client.