Business & Real Estate Taxation

CHAIR

Meltzer Lippe has been recognized as Long Island’s leading Tax Law Firm, both in size and quality of attorneys. Our tax attorneys come to us with years in practice, many at the world’s largest and most prestigious law firms. Others join us after having spent time in practice at the IRS or U.S. Treasury Department; and most have an LL.M. in Taxation or Estate Planning. Our practice spans the disciplines of federal taxation, state and local taxation and international taxation; both inbound and outbound. Our style of practice is not institutional. We put our client’s goals and objectives first.

Long Island Tax Attorneys include:

  • Former Member, U.S. Treasury Department Office of Tax Policy
  • Majority of attorneys with LL.M. degrees in Tax and Estate Planning
  • Professors of Tax Law at NYU School of Law, Cardozo School of Law, Hofstra University School of Law and Baruch College
  • Several attorneys who are C.P.A.’s and M.B.A.’s
  • Former Senior Attorneys with IRS Office of Chief Counsel
  • Chair, Nassau County Bar Association, Tax Committee
  • Chair, Sales, Exchange & Basis Committee, Tax Section of the American Bar Association
  • Chair, Trust & Estate Law Committee, American Bar Association
  • Member of the Bloomberg BNA Tax Management Advisory Board
  • Member of the Bloomberg BNA Real Estate Advisory Board
  • Member of the NYU Institute on Federal Taxation Advisory Board
  • Member of the Practical Tax Strategies Editorial Board
  • Member of the Wealth Management, Trusts & Estates Magazine Editorial Advisory Board
  • American College of Trust & Estate Counsel fellows
  • U.S. News & World Report Best Lawyers
  • New York Super Lawyers

Whether in financing, acquisitions, complex restructuring or construction and leasing, our tax attorneys offer solutions to vexing tax and allocation issues arising from real estate holdings, operating and partnership agreements. Combining our expertise in Tax, Real Estate, Joint Ventures and Partnerships practice groups, we represent clients in sophisticated real estate transactions, including, but not limited to sale, exchange, lease and property refinancing, IRC Section 1031 tax-free exchanges, installment sales, long term lease agreements and sale-leasebacks. These types of clients have specialized needs which is the central focus of our practice.

We specialize in servicing private clients, such as high net-worth individuals, closely held businesses and middle market companies, both publicly and privately held. We represent clients internationally, offering representation in corporate, partnership and individual taxation; domestic and international taxation; tax planning for executive compensation; tax audits, appeals and litigation; employment tax planning; tax planning for foreign investors in U.S. properties and businesses; tax planning for offshore trusts; tax planning for U.S. businesses conducted in foreign jurisdictions; tax planning for domestic and international mergers and acquisitions; tax planning for domestic and international joint ventures; estate and gift tax planning and income taxation of trusts and estates. In short, we maximize client opportunity with focused, tax-efficient transactions.

The scope of our expertise is broad and allows us to offer strategic tax planning counsel in all matters of corporate, business and investment transactions, including: acquisitions, mergers, divestitures, spin-offs and divisions, dissolutions and liquidations contributions, distributions, redemptions, direct stock and asset acquisitions. We handle tax-free reorganization and exchanges, business transfer and restructurings, and close transactions with minimum tax liability.

Tax Controversy: IRS and State Tax Dispute Resolution

The Meltzer Lippe Tax Controversy Group is comprised of highly qualified experienced tax attorneys including attorneys formerly with the office of IRS Chief Counsel and the United States Department of Treasury. In addition, a number of the attorneys in our this group have worked in private practice in some of the finest law firms in New York City where they have represented taxpayers in controversy matters. Our tax controversy group represents clients before the Internal Revenue Service, the New York State and New York City Departments of Taxation in addition to other state and local tax authorities.

We represent clients at all stages during the dispute process: Examinations, Appeals, United States Tax Court and Federal Court of Claims tax litigation, and Collection Division matters including Notices of Liens and Levies, Collection Due Process Appeals, New York State Warrants, New York State driver’s license suspension due to tax liabilities, Offers in Compromise and Installment Agreements. Our attorneys are familiar with the inner workings of the taxing authorities, allowing us to help streamline the process and achieve the best possible outcome for our clients who have a tax controversy matter. We are also readily available to address your concerns including time-sensitive matters such as your receipt of an IRS or New York State tax notice that requires an immediate response.

Our tax attorneys handle all types of income tax, employment tax, corporate tax, estate & gift tax issues, responsible person assessments, payroll tax, sales and use tax, residency issues, income allocation, pension plan compliance, exempt organization examinations, innocent spouse, penalty abatements. We represent a broad group of clients, including corporations, partnerships, estates, trusts, pensions plans and exempt organizations, and high net worth individuals in investment banking, law, real estate, medicine, entertainment, fashion, media, construction, manufacturing, sports, and technology.