Cox, Castle & Nicholson is a leader in the area of federal and state tax planning for persons and entities involved in significant real estate transactions, whether as owners, lenders, developers, foreign investors, or users. We provide creative and practical tax advice and planning for our clients, and seek to add value by tailoring tax-efficient structures and solutions to further their business objectives.
Breadth Of Experience
Clients recognize our long and successful track record in developing and implementing sound tax-efficient strategies. Our specialized income tax attorneys provide advice in virtually every transaction that we handle, including:
General tax planning for partnerships, limited liability companies, corporations, and individuals, including the structuring of tax-advantaged investments, real estate joint ventures, real estate investment trusts (REITs), S corporations, private foundations, pension trusts, and other entities
Tax analysis and planning in connection with all types of corporate and commercial business transactions and business operations
Tax analysis and planning in connection with the issuance, retirement, restructure, and modification of debt instruments and hybrid instruments
Advising tax-exempt organizations on unrelated business income matters
Preparation and processing of private-letter ruling requests to the Internal Revenue Service and various state taxing authorities
Representation of clients in dealings with the Internal Revenue Service and the California Franchise Tax Board and before the U.S. Tax Court and the California State Board of Equalization
A Service Approach
To meet the many unique challenges of tax practice, we rely on our people – on the expertise and creativity that they provide. The income tax attorneys at Cox, Castle & Nicholson enjoy a well-deserved reputation for sophisticated and innovative approaches to a broad array of business and tax planning issues.
More than technical expertise, our aim is to understand each client's business and needs. We help clients – from multinational corporations and fund investors to entrepreneurs and start-up companies – by designing and implementing strategies to address their particular tax goals.