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March 15, 2016
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Time: Noon - 2:00pm
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Tax

Taxation of personal and business transactions is pervasive in our society and should be considered in virtually all types of transactions. The firm's tax attorneys practice in all areas of federal and state taxation representing individuals, partnerships, corporations and other business and financial entities.
We regularly represent clients before the Internal Revenue Service and state taxing authorities involving ruling requests, audits, and investigations.

Turn to us for tax assistance when dealing with:

•  Business formation
•  Business acquisitions
•  Business accounting methods and operational issues
•  Business/corporate reorganizations
•  Marriage and divorce
•  Charitable giving
•  Estate and wealth transfer planning and administration
•  Executive compensation
•  Ownership succession
•  Trust formation and administration


DISCLAIMER: THE RESULTS OF ANY LEGAL ACTION DEPEND UPON FACTS UNIQUE TO EACH CASE.  NEITHER REES BROOME, PC, NOR ITS ATTORNEYS GUARANTEE OR PREDICT SIMILAR RESULTS IN ANY FUTURE CASE UNDERTAKEN BY REES BROOME, PC OR ANY OF ITS ATTORNEYS.


John F. Boland
John Boland’s practice has focused on personal estates and wealth transfer between generations for 35 years. He has successfully dealt with an extraordinary range of estate and estate tax issues, including representation of his clients before the IRS and the Virginia Supreme Court. His typical clients are businesses seeking tax advice or individuals who need help with estate planning, estate administration .

Representative Experience

•  Represents clients before the Internal Revenue Service in tax audits and disputes
•  Assists clients in planning to preserve, use and ultimately to transfer assets to intended beneficiaries while minimizing transfer taxes
•  Assists high net worth individuals in leveraging transfer tax exemptions for the benefit of their family units, including charitable gifting planning for interested individuals
•  Represents estate fiduciaries and beneficiaries in facilitating probate and trust administration and in accomplishing post death tax planning to minimize estate taxes, including planning for proper preparation and reporting of transactions and assets in gift and estate tax returns

Jonathan J. Broome, Jr.
Jon Broome’s practice focuses on federal and state income taxation for individuals and businesses. On the corporate side, he handles business tax planning as well as effective dispute resolution with the Internal Revenue Service and state taxing authorities. He provides a wide range of tax advice for businesses on operational matters that include all aspects of reporting and compliance requirements.

Representative Experience

•  Represented the first corporate taxpayer to successfully invalidate the “brother-sister” related corporate regulations regarding the multiple surtax exemption, which he handled from the case’s inception in the United States Tax Court to ultimate review by the United States Supreme Court. The Supreme Court agreed with Jon’s position that the regulation was invalid.
•  Represented corporation in a forty million dollar sale of assets and leaseback of rental properties
•  Represented personal service company in developing sole owner exit strategy and sale of business to employees
•  Represented sole practitioner accounting firm in winding up and placing all clients with new accounting firms following the death of the owner
•  Represented small ISP in sale to nationwide corporate entity and negotiation of employment contracts and bonus provisions for selling shareholders
•  Represented corporation in initial foray into tax-exempt funding of industrial activities
•  Represented individual in establishing foreign sales corporation and foreign personal holding companies
•  Represented corporations in obtaining private letter rulings from the Internal Revenue Service

Tiffany L. Burton
Tiffany Burton’s practice combines her experience and training (including an LLM in tax) by focusing on business issues. Her tax experience adds another dimension to the general business advice she provides  clients, particularly closely-held corporations, S corporations, partnerships and limited liability companies. She has also developed notable expertise assisting start-up non-profit and not-for-profit organizations.

Representative Experience

•  Assists business clients with choice of entity decisions
•  Represents individual clients during business formations with regard to shareholders agreements, operating agreements, and partnership agreements
•  Represents business clients as either sellers or buyers in business acquisition/disposition transactions, include asset sales, stock sales, and sales of membership or partnership interests
•  Provides individual and business clients with comprehensive tax planning advice
•  Represents clients before the Internal Revenue Service in tax audits, disputes, and in obtaining private letter rulings
•  Assists start-up non-profit corporations with formation and obtaining recognition of exemption under Section 501(c)(3) of the Internal Revenue Code, and provides life-cycle and governance advice

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