For successful companies, entrepreneurs, and service professionals with sophisticated tax needs, we offer sound, pragmatic business advice based on decades of experience navigating federal and California state tax codes, and excel at shepherding complex arrangements where various assets, individuals, and scenarios are involved.

Our tax lawyers represent prominent Northern California public and private businesses in a variety of sectors on matters that range from transacting mergers and emerging company acquisitions to bringing on new investors and structuring Historic Tax Credit and New Markets Tax Credit projects as well as investments in Opportunity Zones. We also craft tax-advantaged executive compensation agreements for newly hired and exiting executives (both in and outside the context of merger and acquisition transactions) and address tax issues that arise in virtually every litigation settlement, corporate transaction, or business reorganization.

More Than Tax Lawyers, We Are Trusted Business Advisors

On tough tax questions, our expertise in both tax law and business structuring and operations makes us highly proficient and well-rounded, unlike many tax practices that merely provide technical assistance. Before we give our clients answers, we make sure that they're asking the right questions. We take a step back to learn what they want to accomplish—from an economic, business, or generational point of view—and use our vast tax and business experience to design solutions that help them achieve their goals.

In significant financial transactions for our entrepreneur, mid-market, and closely held business clients, we understand what is at stake—the deal of a lifetime. More often than not, we are acting on their behalf against the largest law firms in the nation. Our sophistication, experience, and knowledge allow us to provide aggressive representation and ensure that our clients will get the best, and most tax efficient deal possible.

Our Clients Local and Beyond

With advanced degrees in tax, accounting, and LL.Ms from top national programs, including New York University and Georgetown University, we are comfortable quarterbacking all of our clients’ legal needs (not just tax needs). Our lawyers also include former CPAs and Internal Revenue Service agents who know how to collaborate effectively with wealth advisors, auditors, and other service professionals to arrive at the best business and personal results for our clients.

For example, we help property developers and agro-businesses structure large institutional investments, ensuring that they understand the tax ramifications and the economics of profit splits if the project is successful. We guide sales of wineries and vineyards to both U.S. and international investors and have helped others work through the tax implications of giving a key winemaker a piece of the business through incentive compensation or equity.

We work with companies and individuals in real estate, manufacturing, technology, and service sectors to form joint ventures, complete like-kind exchanges, and create cross-border tax plans. And, along with Farella’s well-regarded Family Wealth Practice—the largest in the Bay area—we serve tax-exempt entities in the full range of issues they encounter. 

For our California-based clients, we handle California income, property, and sales tax matters.

Adding Value, Informing Business Decisions

We offer responsive, practical advice geared toward helping clients make informed business decisions (not just tax decisions)—understanding the upside and downside of a particular structure—in all situations, and we back that up with results.

Above all, we value our long-standing relationships and believe that “seeing around the corner” for our clients adds enormous value to their enterprises. They want us to respond to their crisis issues, but they also appreciate our ability to alert them to things that they may not be currently focused on and that will position them for future success..

In many ways, the technical side of a tax problem is the easy part. The hard part is looking into the future. While we dig deep to solve immediate needs and get deals done, we also work diligently to anticipate and resolve tax threats to our clients’ projects and business activities, giving them viable options and paths that they had not considered, and most importantly, peace of mind.

Tax Credit Work

In the last ten years, we have worked on over thirty rehabilitation projects where we have represented firm clients (in the historic tax credit field, we only represent the developer / project sponsor side of these deals -- as opposed to the tax credit equity investor side) and have helped successfully close transactions in which our clients have been able to syndicate the historic tax credits generated by the rehabilitation that were otherwise, due to the application of various technical tax laws, difficult for our clients to efficiently utilize and fully absorb themselves. These recent projects have, in the aggregate, entailed well over $2 billion of rehabilitation costs and, as such, in connection with the syndication of the tax credits generated from these projects our firm has aided our clients in attracting well over $350 million of cash investments into their projects.

Firm Highlights

News

Lysondra Ludwig Selected to Leadership San Francisco

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Event

Bay Area Opportunity Zones 2.0

On the heels of recently released regulation by the US government, we dive back into the state of OZs in the Bay Area. What You'll Learn What are the most important takeaways from the...

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Publication

Treasury Department Guidance Will Stimulate Opportunity Fund Investments

The Opportunity Zones Program (OZ Program) aims to infuse capital into low-income communities known as qualified opportunity zones (QOZs) by offering tax-advantaged investments benefiting electing Qualified Opportunity Fund (QOF) investors including: A temporary deferral...

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Publication

Legal Ins and Outs of 'Opportunity Zones' — So Far

A new tax incentive intended to stimulate investment in low-income communities known as opportunity zones has attracted significant attention from investors, developers, and business owners since its enactment under Section 1400Z-2 of the Internal...

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Event

Women in Cleantech & Sustainability

Lysondra Ludwig will speak at the WCS Talks - a full day TED-Style event and startup pitch competition hosted by Google.

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Publication

Opportunity Zone Program Drives Investments to Low-Income Communities

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Publication

Navigating the Opportunity Zone Program

A new economic development tool created to stimulate investment in low-income communities known as “Opportunity Zones” has been attracting attention of investors, developers and business owners alike.  The Opportunity Zone Program emerged as part...

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