Taxation

The Chambliss, Bahner & Stophel Taxation Practice Group provides high quality tax services to clients ranging from individuals to public companies.  Tax services include advice and counsel on all types of Federal and State tax matters, choice of business structure, mergers and acquisitions, state tax planning, representation before the IRS and other taxing authorities, and international tax advice.  Our firm is prepared to make available expertise in the tax-exempt organizations arena.  Estate planning and estate and trust administration advice and counsel are available, from simple wills through complex problems involving preservation of wealth.  Our tax return preparations department provides a wide range of tax return preparation services.

Examples of representation:

• Advised venture capital fund as to most efficient tax structure
• Advised multi-national company as to most efficient tax structure of European acquisition
• Provided business and tax planning relating to medical practice mergers
• Represented tax-exempt educational institution in regard to an IRS challenge to its exempt status
• Represented public company in corporate restructuring
• Represented individuals and businesses in state and federal tax audits
• Advise and counsel regularly with a number of foundations, churches, charitable trusts and other tax-exempt entities.

Following is a listing of representative services routinely provided by the firm:

• Assistance to businesses, individuals and CPA firms on complex tax issues
  Charitable gift planning
• Federal and State tax planning for individuals and entities
• International taxation and cross-border transactions
• Like-kind exchanges
• Private Letter Rulings by Internal Revenue Service
• Representation before the courts and taxing authorities
• Employee Benefits and Retirement Planning
• Sales and Use Tax
• Structuring mergers and acquisitions
• Tax-exempt entities formation and operation
• Tax return preparation for individuals, trusts, estates, and corporations
• Assisting individual executors and trustees in administration of estates and trusts.

 A Personal Approach to Estate Preservation

Many years of experience back our estate and trust advisors.  Our range of services includes everything from preparing and witnessing a simple will, living trust, or power of attorney, to the creation of complex estate plans, including business reorganizations, gift programs, family limited partnerships, and trusts.  We can also advise you on insurance trusts, trusts for minors, incapacity planning documents and fiduciary litigation.

Also available are complete services for the administration of an estate, trust, guardianship, or conservatorship.  We prepare and file all necessary documents, provide representation in court hearings, and offer long-term tax and estate planning advice based on individual and business client needs. 

Elder Law

Our firm is well prepared to assist you in handling elder law matters, in addition to traditional estate planning matters.  We can also help you with:

• Qualification for Medicare, Medicaid, Social Security and other benefits
• Review of life-care contracts
• Spendthrift trusts
• Supplemental needs trusts.

Family Business Planning

If you have family ownership issues, we can assist you with: