Domestic & International Tax Planning

Morella & Associates’ tax attorneys helps businesses and individuals comply with the law while minimizing the impact of federal, state and local taxes. We work closely with clients and their advisors on matters ranging from business entity formations, mergers, acquisitions, succession planning and other corporate transactions to estate planning. Many of our clients rely on our counsel for multijurisdictional tax matters across various cities, states and countries.

In some situations, due to its asset protection features, an offshore trust is used to complement the individual client’s overall estate plan. An offshore corporation can also be used in conjunction with an offshore trust when tax advantages and asset protection are essential.

We are skilled in helping clients reduce the tax implications associated with buying, selling and financing real estate. In addition to crafting transfer, mortgage or recording tax-reduction strategies, we have expertise in tax-deferred structures such as 1031 like-kind exchanges.
We regularly advise and litigate tax disputes, audits (including captive insurance company audits), and investigations, at the federal, state, and local levels on behalf of closely held businesses, corporations, joint ventures, partnerships, and individuals.