Jackson Kelly's Tax practice group finds creative, dynamic solutions to client needs in the areas of tax planning, purchase and sale of business interests, corporate mergers, formation and choice of business entity, compensation and benefit design, and personal estate planning.
The practice group addresses both complex and simple federal tax and state tax matters, advising business planning clients in regard to every aspect of owning and operating a business from formation, reorganization, and dissolution to liquidation. The business planning clients range from sole proprietorships, to closely-held family businesses, to large corporations.
Some of the many services provided by the Tax practice group include:
- Corporate Income Tax
- Individual or Personal Income Tax
- Trust & Estate Income Tax
- Tax Aspects of Corporate Mergers & Acquisitions
- Partnership Tax
- Likekind Exchanges
- Corporate Income Tax
- Individual or Personal Income Tax
- Partnership Tax
- Trust & Estate Tax
- Sales and Use Tax Refund Claims
- Sales and Use Tax Audits
- Ad Valorem Property Taxes
- Franchise Tax
- Business and Occupation Tax
- Economic Development and Business Expansion Tax Incentives and Credits
- Historic Tax Credits
- Qualified Plan Design, Compliance, and Administration
- Non-qualified Plan Design and Compliance
- IRC §409A Compliance and Design
- Employee Retirement Income Security Act (ERISA) Compliance & Litigation
- Health & Welfare Plan Design and Compliance
- Affordable Care Act Compliance for Applicable Large Employers and the Employer Mandate
- Incentive & Deferred Compensation Arrangements
- Executive Compensation Issues
- Mergers & Acquisition Issues
- Acquisitions & dispositions of business interest
- Business formation & choice of entity
- Business succession planning
- Business to business relations
- Federal & state tax litigation
- Tax and Compliance Issues for Banking & Financial Institutions
- Coal, oil & gas ventures
- Annual business reviews
- Lobbying efforts
Fiduciary Income Tax Returns
Federal Estate Tax Returns
Federal Gift Tax Returns
State Estate Tax Returns
Tax Litigation re: Estates & Trusts
See more
Non-Profit & Community Work
At Jackson Kelly, our dedicated team merges legal experience with a profound understanding of charitable, tax-exempt entities. Our attorneys possess specialized degrees in both law and tax, empowering us to provide comprehensive counsel to a wide range of charitable, non-profit entities.
- Tax-Exemption Compliance: We navigate the complex landscape of tax-exemption laws, ensuring operational compliance and maximizing benefits for our non-profit clients.
- Estate Planning and Giving: We craft strategic plans for estate distribution and facilitate effective charitable giving programs that align with our clients’ philanthropic objectives; giving us an extensive background in a wide range of charitable giving techniques.
- Board Meeting Guidance: We offer guidance on governance structures and best practices to empower boards in efficient operation.
- Entity Creation and Structuring: We tailor the creation of entities that suit the unique missions and ambitions of tax-exempt, non-profit organizations.
- Endowment Management: We have assisted many organizations in the strategic management and growth of endowments to support the long-term sustainability of charitable missions.
- Federal and State Compliance: We navigate federal and state regulations to safeguard our clients’ interests and ensure legal compliance.
- Support for Large and Small Charities: We offer tailored legal advice to serve the diverse needs of both large and small charitable organizations.
Our experienced and knowledgeable team merges legal proficiency with a deep understanding of tax-exempt compliance and intricacies for community organizations and boards allowing us to competitively care for the needs of non-profit entities. We are committed to empowering our clients in achieving their philanthropic visions while navigating the legal complexities with confidence.
ERISA-Related Issues
The Tax practice group has extensive experience in ERISA-related issues, an area of law that has grown at an astonishing pace in recent years. The attorneys in this practice area regularly assist in the development and administration of employee benefit and retirement plans – they provide ongoing administrative servicing to over 200 retirement plans and consulting services to countless other plans.
- Qualified plan design & consultation
- Drafting of benefit plans, including profit sharing, money purchase pension, Section 401(k), target benefit & employee stock ownership
- Preparing all retirement plan documents & trust agreements
- Retirement plan administration, including contribution calculations, discrimination testing, plan allocations, participant statements, beneficiary elections, plan loan documentation & filing of all governmental reports
- Nonqualified Plans, including Excess Benefit, Top Hat, Rabbi and Secular Trusts & Section 457 plans
- Benefits communications
- Plan Error Corrections and Voluntary Compliance Reporting
- Plan litigation
