Domestic & International Tax Planning Services

At Morella & Associates, P.C., our experienced tax attorneys in Pittsburgh help businesses and individuals comply with complex tax laws while minimizing the impact of federal, state, and local taxes. We offer strategic tax planning and advisory services for a wide range of clients, from startups to established businesses, providing expert guidance on business entity formation, mergers, acquisitions, corporate succession planning, and estate planning. Our firm is also highly skilled in handling multijurisdictional tax matters across cities, states, and international borders.

Offshore Trusts and Corporations

In some cases, offshore trusts and corporations are powerful tools for asset protection and tax planning. We help clients integrate offshore trusts into their overall estate plans to maximize tax benefits and protect assets. For individuals seeking additional tax advantages, an offshore corporation can be used in conjunction with an offshore trust, offering greater flexibility in minimizing tax liabilities and securing long-term financial security.

Real Estate Tax Planning

Our tax attorneys also specialize in reducing the tax implications associated with real estate transactions, including buying, selling, and financing properties. We craft effective strategies to reduce transfer taxes, mortgage taxes, and recording taxes, helping our clients save significantly on real estate deals. We are experienced in handling 1031 like-kind exchanges, allowing clients to defer capital gains taxes when exchanging investment properties.

Tax Disputes, Audits and Investigations

Morella & Associates regularly represents clients in tax disputes, audits, and investigations at the federal, state, and local levels. We have successfully advised closely held businesses, corporations, joint ventures, partnerships, and individuals facing IRS audits, including captive insurance company audits. Our team is dedicated to resolving tax controversies efficiently and effectively, helping clients protect their assets and minimize penalties.