Taxation

Pennsylvania and New Jersey taxpayers are subject to a complex array of federal, state and local taxation with potentially serious ramifications for their business and personal finances.

Fitzpatrick Lentz & Bubba has the experience to assist taxpayers through a complex array of federal, state and local taxation issues. We review individual and business tax planning options and strategies and assist you in the implementation of those strategies. Our taxation team regularly provides guidance in identifying and reducing potential tax consequences in connection with the following:

  • Establishment and transfer of business enterprises
  • Structuring of commercial and/or real estate transactions
  • Buy-sell agreements
  • Deferred compensation plans
  • Asset/Equity ownership or stock acquisitions
  • Mergers/Corporate divisions
  • Wealth transfers during lifetime or at death
  • Personal income tax planning
  • Estate, gift and generation-skipping tax planning
  • Business succession tax planning
  • Domicile changes
  • State sales and use tax exemptions
  • Establishment of nonprofit organizations/foundations
  • Local business tax appeals, including business privilege taxes
  • State tax appeals, including business and individual income taxes
  • Property tax assessment appeals
  • Property tax exemptions
  • Nonprofit federal and state tax exemptions
  • Dissolutions