Legal Services

Tax Law

Archer’s Tax Group handles the full array of issues facing taxpayers today from business issues to employee benefits and executive compensation to trust, estate and wealth transfer planning.

Business Issues

Attorneys at our New Jersey locations advise businesses on tax matters involved in the entire life-cycle of a business: from choosing the appropriate form of entity, at inception to structuring tax efficient business acquisitions and sales, spin-offs, mergers, liquidations, capital restructurings, corporate reorganizations, the separation of ownership interests and real estate acquisitions, dispositions and exchanges.

Employee Benefits and Executive Compensation

Our attorneys provide a broad spectrum of tax services regarding design and implementation of qualified  retirement plans, including cross-tested plans, defined benefit plans, stock bonus plans, tax shelter annuities, ESOPs and multiple employer plans. We have developed volume submitted retirement plans to assure efficient processing and approval, as well as health, welfare and cafeteria plans.

Every Philadelphia and New Jersey Tax Group attorney assists in the development and implementation of a variety of tax-sensitive deferred and incentive executive compensation arrangements, including qualified and nonqualified deferred compensation plans. They include stock option plans, stock bonus plans, SEPs, top hat plans, supplemental employee retirement plans (SERPs) Phantom Stock Plans, Rabbi Trusts, SARs and other equity-based compensation arrangements. Each Tax Group attorney has designed qualified and non-qualified Section 457 plans for our many tax-exempt clients scattered across the New Jersey and Philadelphia region, as well as plans exempt from Section 457.

The Tax Group also represents clients before the Internal Revenue Service, the Department of Labor and the Pension Benefit Guaranty Corporation in connection with all compliance, assessment and termination proceedings. The Tax Group provides advice with respect to its operation of all qualified and non-qualified plans to insure compliance and development strategies to correct operational errors.

 

Exempt Organizations

Servicing tax exempt entities has traditionally been a substantial part of Archer’s tax practice. Our attorneys work closely with our clients to help them remain in compliance with all regulations governing their tax-favored status. Our New Jersey attorneys  obtain tax rulings and federal, state and local tax exemption determinations, and provide counsel in areas such as unrelated business income matters, private foundation compliance problems, charitable giving, conversions of for-profit corporations to not-for-profits and vice versa, fiduciary responsibilities, reorganizations and reclassifications. In addition, each attorney working for the Philadelphia Tax Group often provides assistance and service to major hospitals, health care systems, educational institutions, museums, social welfare organizations, charitable foundations, charities, trade associations and social clubs.

Bond Financing

The firm’s tax attorneys are  recognized leaders in the bond financing practice within the State of New Jersey. The Tax Group addresses all aspects of federal and state laws in relation to public finance transactions, including rules related to the issuance of debt, instruments, maintenance of the tax exempt nature of the interest, and modifications or exchanges of existing debt. Several members of the Tax Group are members of the National Association of Bond Lawyers.

Tax Controversies

The Tax Group attorneys represent clients in all stages of audits, investigations and litigation with the Internal Revenue Service, the New Jersey Division of Taxation, the Pennsylvania Department of Revenue and local tax authorities.

Trust, Estate and Wealth Transfer Planning

Our attorneys provide advice regarding estate planning, wealth transfer planning, business succession planning, structuring of life insurance and charitable giving. We also provide expertise in estate, gift, generation-skipping, inheritance and other death tax matters, fiduciary income taxation, and the handling of audits and appeals.

An experienced group of attorneys concentrates on the prosecution of commercial, industrial and residential real estate tax appeals before the New Jersey Tax Court, the New Jersey County Board of Taxation, the Pennsylvania County Boards of Assessment Review and the Pennsylvania Court of Common Pleas. These NJ lawyers  also provide potential real estate tax liability advice prior to the purchase or development of new projects, allowing clients to better account for tax liability in their investment analysis, farmland qualification for local property tax and roll-back tax assessments for property that loses its farmland qualifications.

Other Tax Matters

The diversity of the Tax Group allows the Firm to offer its clients services that were once only available through very large or boutique law firms. Our attorneys prepare tax returns; advise on the tax consequences of divorce and separation; obtain rulings from the Internal Revenue Service, NJ state and local tax authorities; and pursue refund claims.

 

 

 

 

 

Experience

EXPERIENCED NJ TAX ATTORNEYS

  • Assist clients in field of property valuation concentrating on local property taxation.
  • Our attorneys handle all aspects of property tax law litigation in New Jersey, Pennsylvania and New York for both governmental and private clients involving office complexes; corporate headquarters; complex commercial and industrial facilities; banks; casinos; hotels; apartment buildings; cooperatives; condominiums; assisted living facilities; nursing homes; telecommunications facilities; farmland and vacant land; and charitable, educational, and religious non-profit organizations.
  • Negotiate tax lien and foreclosure agreements; and addressed issues relating to environmental contamination.
  • Our attorneys represents numerous clients in matters involving international taxation, including tax planning for non-resident aliens, dual citizens, green card holders and U.S. citizens residing abroad.
  • Extensive experience in U.S. tax issues involving foreign estates and trusts, and the use of tax treaties to avoid the double taxation of income and death tax.
  • Our NJ attorneys frequently work with immigration lawyers to plan for the tax issues of non U.S. citizen clients both coming to and exiting from the United States.
  • Experience in dealing with the special tax needs of U.S. citizens and green card holders residing abroad.
  • Our attorneys advise nonprofit organizations, business entities and their principals in a variety of matters, including entity formation, corporate governance, corporate and partnership terminations, business and tax planning, compliance with federal, state and local tax laws, and public company reporting obligations.
  • Our attorneys have handled complex commercial and industrial tax appeals in New Jersey, Pennsylvania, New York and other East Coast states.
  • Advise clients about potential property tax liability for property being considered for purchase and/or development and handle state tax matters and condemnation actions.
  • Frequently provide multi-state sales and use tax advice for internet retailers.
  • Upon appeal from a Maine audit, attorney Jeffrey Gordon, negotiated a reduction to a sales tax assessment from $761,000 to an undisputed $150,000 amount for an interstate retailer. Provides multi-state sales and use tax and income tax planning advice for the same client.
  • In response to New Jersey’s assessment of a $30,000 under-reporting penalty, attorney Jeffrey Gordon filed a Tax Court appeal resulting in an abatement of the penalty and a refund of approximately $317,000 in both federal and state taxes for a closely-held investment company.
  • Advise clients regarding property tax issues and liabilities, and pursue property tax exemptions and abatements and other incentives for real estate development projects.

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