Tax

Procopio has one of the largest Tax Departments in the region, providing sophisticated, complex tax planning and structuring for businesses, individuals, tax-exempt organizations and international ventures of all sizes and in respect of a wide variety of industries. Proper structuring of tax matters is a critical part of doing business, and our tax attorneys serve as an integral part of our clients’ transactional team. Our tax attorneys work closely with colleagues in the Employment, Corporate and Securities and Real Estate Groups in structuring a wide variety of complex business relationships. Our experienced tax attorneys advise clients on international cross-border aspects of their transactions and operations, and the Tax Department includes numerous attorneys fluent in foreign languages.

Transactional Tax

Our tax lawyers have substantial experience in structuring and advising on all tax aspects of the purchase and sale of businesses, mergers, corporate reorganizations, and other transfers of ownership interests in businesses, including transfers to and from publicly traded corporations.

Procopio’s lawyers are adept at organizing, structuring and negotiating partnership agreements and limited liability company agreements, as well as, structuring the most tax efficient methods for distributing and/or selling of assets by these entities, redemption of ownership interests, and the use of partnerships and limited liability companies in connection with complex estate planning strategies.

In addition, our tax attorneys provide comprehensive counsel to non-profit and charitable organizations, advising on the technicalities of federal and state tax exemption, tax-exempt financing, unrelated business income taxation and non-profit corporate governance. We represent a broad range of tax-exempt entities, including in particular, healthcare organizations, private schools and other educational organizations.

International Tax

Procopio’s tax lawyers have extensive experience advising clients in complex international cross-border transactions, assisting them to obtain the most tax efficient structures for cross border business operations. Our attorneys advise on a broad range of international tax matters, including for U.S. and non-U.S. based businesses, structuring both inbound and outbound transactions, and handling tax controversies involving international transactions before the U.S. Internal Revenue Service. A number of Procopio’s tax attorneys are licensed to practice in Mexico and are experts not only in U.S. tax laws, but as well as the tax laws of Mexico.

Estate and Gift Planning

Procopio’s tax attorneys advise clients on all aspects of gift and estate tax planning, including assisting our multinational clients in reducing their U.S. estate and gift tax obligations.

Tax Controversy

We represent clients in all aspects of federal, state, and local tax controversies including audits, administrative appeals and litigation in the United States Tax Court, U.S. Court of Federal Claims and the Federal District, Bankruptcy and Appellate Courts.