Our tax attorneys deliver proactive counsel to minimize tax liabilities and ensure compliance at every level. The team advises on cross-border transactions through our International Tax practice and structures private fund vehicles via our Investment Funds tax group.
We guide clients through the tax aspects of corporate deals, whether structuring mergers and acquisitions or optimizing real estate transactions. For high-net-worth individuals and family offices, we provide personal tax and estate planning counsel, crafting strategies to preserve wealth across generations.
We also represent clients in audits, negotiations, and other tax controversies with the IRS or state tax authorities, advocating to protect their interests in disputes. In all these areas, Sadis offers the sophisticated, solution-oriented approach that business clients expect from an experienced tax adviser.
In addition to tax planning, Sadis offers robust counsel on ERISA and employee benefit matters. (The Employee Retirement Income Security Act of 1974, or ERISA, is the federal law governing most private-sector retirement and health plans.) Our ERISA attorneys – often called employee benefits attorneys – assist employers in designing and operating benefit plans that meet legal requirements and serve workforce needs.
We advise businesses and pension plan trustees on establishing and maintaining a variety of retirement plans (both qualified and non-qualified), as well as equity compensation arrangements. The team works closely with clients on executive compensation programs, ensuring incentive plans comply with ERISA’s fiduciary standards and tax regulations. We guide plan fiduciaries through their responsibilities and help plan participants (such as executives or employees) understand their benefit options, thereby reducing the risk of disputes. If conflicts do arise, we are prepared to represent clients in ERISA litigation or benefits disputes, leveraging our deep knowledge of ERISA regulations to resolve issues efficiently.
Tax attorneys are legal professionals specializing in the complex world of tax law. In practice, Sadis’ tax attorneys help clients structure transactions in tax-efficient ways, interpret and comply with ever-changing tax regulations, and serve as advocates in dealings with tax authorities. For example, we advise on tax strategies for business formations and investments, identify opportunities for credits or incentives, and ensure clients meet all filing and reporting obligations. A tax lawyer is also your defender in contentious matters – if you face an IRS audit, investigation, or litigation in Tax Court, our attorneys will develop your defense, manage communications with the government, and work toward the best possible resolution. In short, tax attorneys combine advanced knowledge of the tax code with legal advocacy skills to protect your interests and find savings or solutions that non-specialists might miss.
You should consider hiring a tax attorney whenever you encounter a significant or complex tax situation beyond routine filing. Common scenarios include: major business transactions (e.g. selling a company, launching a fund, cross-border deals) where upfront tax planning can save substantial costs; IRS or state tax disputes such as audits, notices of deficiency, or collection actions, where having a lawyer can prevent costly mistakes and negotiate on your behalf; questions of tax law interpretation (for instance, how new tax legislation affects your business); and executive compensation or estate planning decisions that carry tax consequences. Essentially, if the financial stakes are high or the law is unclear, a seasoned tax attorney is invaluable. By engaging Sadis’ tax counsel at the right time, clients avoid pitfalls, stay in compliance, and often achieve more favorable tax outcomes than they could on their own. Even if you’re unsure, an initial consultation can determine if legal tax advice is warranted for your situation.
Q: What does an international tax attorney do for cross-border transactions and compliance?
A: An international tax attorney advises clients on global tax strategy, compliance with treaties, transfer pricing, and reporting requirements, helping businesses minimize double taxation and efficiently structure cross-border investments.?
Q: When should a client consult an ERISA attorney regarding retirement or executive benefit plans?
A: Clients should consult an ERISA attorney for assistance with designing, maintaining, and amending employee benefit plans and executive compensation programs, ensuring compliance with fiduciary duties and resolving disputes under ERISA regulations.?
Q: How does a tax dispute resolution attorney help in IRS or state tax controversies?
A: A tax dispute resolution attorney represents clients through audits, appeals, settlement negotiations, and litigation—including U.S. Tax Court representation—to resolve tax liabilities, payment challenges, or penalties and safeguard client interests.?
Q: What tax planning services does Sadis offer for complex and international scenarios?
A: Sadis attorneys provide proactive counsel for tax-efficient structuring of mergers, acquisitions, real estate, and cross-border deals, using advanced planning and compliance practices to minimize tax liabilities for businesses and individuals.?
Q: What specialized support do ERISA attorneys provide for plan fiduciaries and participants?
A: ERISA attorneys deliver counsel on fiduciary responsibilities, guide on regulatory compliance, facilitate benefit and estate planning, and represent stakeholders in litigation or regulatory actions linked to employee benefit plans.?
