Taxation Law

Services Provided

Retirement, Estate and Gift Tax Planning

We counsel clients on tax advantages regarding wealth transfer plans that reflect our clients’ needs, goals and desires, and protect the personal and business assets that our clients have accumulated.

Corporate Transactions, Mergers and Acquisitions 

We advise on a variety of tax matters, including tax planning considerations in selecting the form of entity, tax advice for joint ventures and partnerships, tax planning to design incentive compensation and benefit plans, tax advice and entity formation to restructure business operations in anticipation of a merger or acquisition and advice regarding the tax effects of transactions and sales.

State and Local Sales and Use Tax and Taxation of International Operations

Our attorneys are highly experienced and up to speed on the continually-changing laws relating to local, state, national and international tax law. 

Like-Kind Exchanges

Also known as a 1031 exchange, our tax attorneys assist with like-kind exchange transactions that allows for the disposal of an asset and the acquisition of another asset without generating a tax liability from the sale of the first asset.

Tax-Exempt Financing

We have acted as bond counsel, borrower counsel and bank counsel in connection with various types of government and qualified private activity bonds. Our attorneys have worked with national, regional and local qualified conduit borrowers and banks, finance companies and other institutional investors to help creatively structure bond financing to meet the needs of our clients.

Taxation of Flow-Through Entities 

Advise regarding business formation and structuring of various types of entities, including S corporations, limited liability companies and partnerships.

Charitable and Non-Profit Organizations 

Assist established and start-up charitable organizations with tax-exempt applications and counsel regarding business strategies for a viable future. 

Tax Return Preparation and Compliance

Including:

  • Individuals (Income, Estates and Gifts; Forms 1040, 706 and 709)
  • Fiduciaries (Trusts and Estates; Form 1041)
  • Non-profit Organizations (Form 990)

Representation Before IRS, Iowa Department of Revenue, and all Courts

Including:

  • Audit divisions, including disputed tax matters
  • Administrative appeals
  • Collection division

Additional Resources

Presentation Library

Download past presentations and view on-demand videos.

If you have questions regarding our tax law practice, please email or call us in Cedar Rapids at (319) 366-7641 or in Coralville at (319) 354-1019.