Exit Planning and Other Corporate Transactions

EXIT PLANNING AND OTHER CORPORATE TRANSACTIONS

Just like people, businesses are dynamic and diverse. New enterprises come up every day, and the existing ones are constantly expanding. Our practice is designed not to let tax implications get in the way of your progress. At Brotman Law, we take pride in advising real estate developers and entities, professional services firms, and individuals on a range of transactions. We also help businesses properly structure their contracts, entrepreneurs form companies, or anyone contemplating a merger or acquisition.

SAVE YOU MONEY

We save you money in the current tax year and create savings that will undoubtedly send a ripple through the coming years. In the long run, thousands of dollars will grow to hundreds of thousands, then millions in savings.

GREATER WEALTH

We help you keep more money in your pockets for investing, saving, or anything else that contributes to a good life. Our attorneys strive to reduce your lifetime tax liability by implementing different legal tax optimization strategies.

PEACE OF MIND

We work with you to ensure every item is correctly captured on your tax returns allowing you to enjoy greater peace of mind.

Overview

Whenever you are working on a transaction or something concerning a business, it takes a tremendous amount of energy, output, and focus to get the deal done. Our practice is designed to not let tax get in the way of getting that deal done. Instead, we are focused on moving the deal forward. Our goal is to help you achieve your goals, plain and simple.

We designed our service to offer objective, strategic advice for clients engaged in significant transactions. Our process is meticulous and solution-oriented, ensuring that every factor is considered, and no detail is overlooked. We strive to make your deal as tax advantageous as possible, allowing you to focus on success.

Tax Planning Maximizing Wealth

What Else Should I Know?

In today’s marketplace, being business-savvy is no longer sufficient. You must also be tax-savvy. Complex regulations, heightened regulation and enforcement, and endless reforms impact your bottom line.

Navigating this sensitive landscape requires creative solutions and prudent thinking from business transactional tax attorneys. Luckily, here at Brotman Law, we are well versed in complex transactions and know how to navigate the playing field.

We create a variety of strategies and analyze their potential impacts to reach your objective. We look at your timing, the circumstances surrounding your potential transaction, and the potential impact that can result from interacting with different parties.

Our plan will help you maximize your tax benefit and will do so by having you drive the deal instead of your tax situation driving the deal. Our goal is to match our solution with your timetable.

We execute our plan as either an outside consultant to your deal team or as the quarterback of your transaction(s).

We pride ourselves on providing each of our clients with specialized attention. We know no two clients or businesses are the same, and one size does not fit all. The one commonality is the high level of service we provide to our clients.

We are talking about entrepreneurs, risk-takers, business owners, women and men who have turned their passion into a professional journey. And there is no higher accolade we can receive than to build their trust and maintain it along the way. So, when our clients bump into tax-related issues while running their operations, we are always ready to provide solid, personalized guidance.

BUSINESS TRANSACTIONS

With deep expertise in both federal and state tax compliance, we possess unparalleled knowledge of tax laws and their implications for various transactions. When considering your transaction, we will address a range of state and federal tax issues, including franchise, transfer and recordation, sales and use, and property taxes.

CORPORATE REORGANIZATION

Corporate reorganizations consist of split-ups and spin-ups, dispositions, acquisitions, joint ventures, recapitalizations and stock redemptions, all of which should be properly structured to address IRS regulations in order to attain the desired tax result.

REAL ESTATE TAXATION

We handle a wide range of real estate tax concerns for developers and investors, from handling 1031 exchanges to resolving tax disputes with the IRS. Our proactive approach ensures that your investments are not only protected but also optimized for the maximum financial advantage in today’s competitive market.

Our Clients Will Tell You: We Get Results.

“Through some of the most challenging and frustrating times of my life, Sam Brotman and his team were there to assure me everything would be alright.”

“With hundreds and thousand of dollars owed to the IRS, I thought there was no way I would pay it back, until I met Sam Brotman.”

“When you’re working with a law firm, you don’t know if you are going to have someone personable, but with Brotman Law, I was pleasantly surprised.”

“I really connected with my attorney, Lindsay, as she was the easiest person to work with and got us a great outcome.”

“Sahar was immensely patient in collecting information and proficient in documenting our case to the IRS, resulting in full abatement of penalties and interest.”

“We are deeply grateful for the knowledge and efforts of Sahar, Michael R. and their team at Brotman for delivering with a winning strategy.”

“Challenging the IRS alone felt like a daunting task.  Once we contacted Brotman and they laid out an action plan, we started to feel hopeful.”

“Everyone at Brotman Law was professional, responsive, friendly, and I felt safe working with them. I am more than happy with how my matter was resolved.”

“I would highly recommend Brotman Law to anyone looking for a firm. They are real problem solvers.”

“Anybody I know going through tax issues, I will send to Brotman Law!”

“I had a large tax debt & was terrified, but then Brotman Law wrote my innocent spouse appeal & it was accepted!”

“Brotman Law was very transparent and kept me informed throughout my entire matter.”

“The letter they wrote and how they proposed the innocent spouse is the reason my application got accepted!”

“Sam Brotman is an aggressive, smart and ethical tax attorney.”

“Brotman Law solved my tax problem and secured the long term financial future of my business and my family.”

“I highly recommend Brotman Law to anyone who is doing battle with the IRS.”

“Sam’s team successfully closed our EDD case and got us an outcome I didn’t think was possible.”

“Brotman Law helped us reduce our potential liability by 97%!”

Why Do You Need a Tax Attorney?

We will aggressively work to defend and protect your interests.

Hundreds of $1,000,000s

Saved in Tax Penalties

100+

Appeal Victories

$1B+

Saved in Taxes

150+

Multimillion and billion-dollar corporate transactions

11+

Tax Services

400+

Clients represented in an audit

$160M+

in ERC Tax Credits

Our Thought Leadership Has Appeared In

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STILL HAVE QUESTIONS?

Tax law can be complex, confusing, frustrating, and even scary. We’re here to help!

We specialize in a wide range of corporate transactions, including mergers and acquisitions, reorganizations, joint ventures, and international transactions. Our expertise spans various industries, ensuring tailored solutions to meet your specific needs.

We offer transparent fee structures tailored to the complexity and scope of your corporate transaction. Our goal is to provide cost-effective solutions without compromising on quality or service.

Our team makes sure to consider the income, capital gains, and transfer taxes involved with your transaction. Other things to consider, depending on the transaction, include exit strategy and long-term planning, structuring, tax attributes or credits, and international tax considerations.

Brotman Law Featured in Inc. Magazine - Fastest Growing Law Firm in California