Taxation

Tax decisions affect nearly every industry, presenting challenges and risks to individuals, privately-held businesses, and public companies alike. Whether you own an established business or nonprofit organization, work for a government agency, or handle domestic and cross-border transactions, Dickinson Wright’s Taxation practice offers innovative and comprehensive services to assist you in navigating complex tax laws.

As a full-service law firm with offices across the U.S. and Canada, we work seamlessly cross-border on U.S. federal, state, and local tax matters, as well as Canadian federal, provincial, and local tax matters.

Our Services

Core Tax Services

Transactional Tax

• Partnership formation, capitalization, acquisitions, dispositions, and related transactional matters
• Tax-free corporate reorganizations, recapitalizations, and restructurings
• Tax consequences of buying or selling a business or its assets
• Tax planning for distributions, redemptions, and owner buyouts
• Tax matters associated with private equity fund formation
• Tax matters related to portfolio investment acquisitions and dispositions
• Federal tax aspects of real estate financing and development
• Tax-advantaged financing structures including tax-exempt bonds, New Market Tax Credits, historic rehabilitation credits, and low-income housing credits

State and Local Tax

• Advising on state and local tax implications of mergers, acquisitions, and asset purchases
• Successor liability analysis for tax obligations
• Voluntary disclosure agreements to reduce penalties and liabilities
• Refund recovery for overpaid sales and use taxes
• Transaction privilege tax guidance for developers and contractors
• Tax incentives and compliance for data centers and renewable energy projects
• Property tax exemption counseling for nonprofit organizations

International Tax

• Application of U.S. bilateral tax treaties
• Customs and excise tax matters
• Inbound and outbound cross-border investments between Canada and the U.S.
• Joint venture structures involving U.S. and Canadian entities

Tax-Exempt Organizations

• Formation of tax-exempt organizations
• IRS recognition of tax-exempt status
• Federal tax compliance counseling
• Private foundation operations
• Joint ventures involving exempt organizations
• Unrelated Business Income Tax (UBIT) compliance

Tax Controversy

• Representation in IRS, Revenue Canada, and state/provincial/local tax audits
• Tax litigation involving assessment, valuation, and classification disputes