A Premier Pennsylvania Taxation Firm For Businesses And Individuals

Attorneys in Friedman Schuman's Taxation Practice Group provide comprehensive advice on tax planning and effective representation in tax disputes for individuals and business entities in Bucks County and Montgomery County, Pennsylvania. Our practice group includes six attorneys, many of whom with advanced tax law degrees, "Masters of Law in Tax," which allows us to maintain a high level of excellence in this area.

Any business transaction or personal decision, whether simple or complex, has potentially significant tax consequences. Friedman Schuman attorneys help clients develop sensible, effective tax minimization approaches that can withstand scrutiny from the IRS and state departments of revenue.

Our attorneys routinely formulate and implement sound tax strategies in the areas of general tax planning, estate planning, estate freezing, income splitting, and reorganization of closely-held corporations. Members of the practice group also have extensive experience in all facets of tax controversy resolution, from audit disputes and appeals to administrative hearings before federal, state and local taxing authorities, to negotiations with tax officials, and including litigation.

Areas Of Focus

  • General tax planning
  • Estate tax planning
  • Tax disputes
  • Formation and qualification of nonprofit entities
  • 1031 "like-kind" exchange transactions
  • Tax-free mergers and acquisitions
  • Financing transactions and debt restructuring
  • Corporate reorganizations
  • Closely held business succession planning
  • Investment holding companies and passive investment companies
  • Real estate tax planning

Representative Transactions

  • Successfully negotiated an installment payment agreement for a client who owed the Internal Revenue Service in excess of $250,000
  • Successfully reinstated an installment payment agreement for a client who defaulted on payment obligations to the Internal Revenue Service
  • Successfully negotiated a settlement with the Internal Revenue Service which prepared income tax returns for a client where the client failed to file returns for several years
  • Successfully negotiated installment payment agreements for clients who failed to file and/or remit payroll taxes
  • Successfully resolved an Internal Revenue Service claim of joint liability of an innocent spouse

Contact Friedman Schuman

To schedule a consultation with a tax lawyer from our firm, call us at 215-635-7200 or contact the firm online.

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