Tax issues can permeate any business decision, costing time, money, and missed opportunities. Whether you’re planning a merger, launching a new venture, or passing on a family business, we clear up the complications with straight-forward tax advice that supports your goals and intentions.

What we do

Our attorneys provide full-spectrum tax advice to businesses, nonprofit organizations, and public entities. We routinely structure mergers and acquisitions, succession plans, and investment strategies with tax efficiency in mind, and advise on everything from like-kind exchanges to tax-exempt financing.

Our attorneys specialize in:

  • Structuring mergers, acquisitions, and business transactions
  • Planning for flow-through entities (LLCs, partnerships, and S corps)
  • Business succession planning and generational transfers
  • Like-kind exchange transactions
  • Tax credit deal structure and planning
  • Affordable Care Act compliance and health plan tax strategy
  • Tax aspects of private and public bond financing
  • Executive compensation, retirement planning, and benefits

Why choose us

We see our job as more than just advising you on what to do. We strive to make complex tax strategies understandable and actionable, explaining them in plain English to help our clients see the full picture and make informed decisions.

Clients value a deep bench of experienced tax attorneys that have become long-term trusted resources for many New England business owners, financial institutions, and municipalities. Clients come back to us year after year because we don’t speak in complex terms.

We strive to listen to the goals of our clients, follow up with practical solutions, and remain focused on what matters most: advancing family and business goals.