Taxation
The Firm provides representation in certain aspects of taxation, including estate and gift tax liability for individuals and fiduciaries, preparation of Form 706, United States Estate (and Generation Skipping Transfer) Tax Return, Form 1041, United States Income Tax Return for Estates and Trusts, Form 12153, Request for Collection Due Process Hearing, Form 656, Offer in Compromise, Installment Agreements, Settlement and Closing Agreements with the Collection’s Division and/or the Appeals Division, and issues concerning transferee liability for failure to pay estate tax. In addition, our firm also handles tax matters related to not-for-corporations, classified as tax exempt entities under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended (the "Code"), which includes preparation of Form 1023, Application for Recognition of Exemption under Section 501(c)(3) of the Code, applications for group exemptions, and issues concerning Form 990, Return of Organization Exempt From Income Tax.