transactions

  • North American Logistics Group, LLC
  • The preeminent Final Mile delivery company Logistics representation from startup to international operations
  • The Viridian
  • 200-residential unit development, Boston, MA
  • RoadOne IntermodaLogistics
  • Acquisition of the logistics operations of RoadLink USA, Inc. and certain affiliates

Tax

Overview

Posternak tax attorneys provide advice and counsel on a wide range of tax issues relating to the application of the federal income tax laws to individuals, corporations, partnerships, limited liability companies, and other entities, both for-profit and not-for-profit.

Tax planning
Our tax attorneys engage in general tax planning for individuals and businesses and in tax planning related to specific transactions, such as business sales, mergers and acquisitions, and real estate sales, exchanges, and refinancings.

  • We have structured both forward and reverse like kind exchanges of real estate involving the use of qualified intermediaries.
  • We have structured private equity funds and other syndicated investment vehicles.
  • We have structured the tax-free split up of a number of closely held corporations, including a corporation engaged in the sports marketing and agency business.
  • We have designed the structure of tax-free reorganizations of corporations and planned for the taxable sale of both closely held and publicly traded corporations.
  • We have structured refinancing transactions in order to avoid the immediate recognition of taxable income from debt forgiveness.
  • We have assisted employers in responding to the deferred compensation rules of Section 409A of the Internal Revenue Code.

Our tax attorneys also provide income, estate, and gift tax planning services for the owners of closely held businesses.  In particular, we advise and assist the owners of these businesses in the most tax-advantaged methods for transferring ownership to younger generation family members and key employees.

Representation of taxpayers before the IRS
Posternak tax attorneys represent taxpayers before the Internal Revenue Service in income, estate and gift, and payroll tax audit and collection proceedings.  Our representation begins at the examining agent level, continues on to the IRS appeals office, and, if necessary, includes the U.S. Tax Court and any other judicial forum for the resolution of tax disputes.

State taxation
Posternak tax attorneys also handle Massachusetts taxation matters, including individual income, corporate excise, and sales and use tax issues.  We advise clients on compliance with the requirements of state tax law, and we represent clients before the Massachusetts Department of Revenue and the Appellate Tax Board in response to state tax audits.

Tax-exempt entities
Our tax attorneys form and obtain tax-exempt status for, and provide general legal representation to, charitable trusts, non-profit corporations, and private foundations.

Professionals

Lawrence Athan, Jr.

Partner617.973.6222 fax 617.722.4902lathan@pbl.com

Richard Breed, IV

Associate617.973.6125 fax 617.722.4992 rbreed@pbl.com

Deborah Carlson

Partner617.973.6201 fax 617.722.4910dcarlson@pbl.com

Ira Deitsch

Managing Partner617.973.6224 fax 617.722.4917ideitsch@pbl.com

Brian Gaudet

Partner617.973.6161 fax 617.722.4922 bgaudet@pbl.com

Steven Meyer

Partner617.973.6203 fax 617.367.2315smeyer@pbl.com

Publications

Here’s Who Bought the Millennium Tower’s Penthouse

The Boston Globe, Steven Meyer, June 16, 2016

Massachusetts Tax Amnesty

Steven Meyer, March 7, 2016

Advice for Tax Season

NECN, Deborah Carlson, January 20, 2014

How Startup Entrepreneurs Can Save For Retirement (Seriously)

Boston.com, Deborah Carlson, January 9, 2014

Estate Tax Issues of Same-Sex Marriage

Bankrate.com, Lawrence Athan, Jr., June 7, 2013

US Economy 2013: If Fiscal Cliff Is Avoided, What About The Debt Ceiling?

International Business Times, Deborah Carlson, December 21, 2012

Firms Jump to Lock in Tax Rates

Providence Business Journal, Deborah Carlson, December 17, 2012

Section 409A Compliance is December 31, 2008

Deborah Carlson, November 5, 2008

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