Barrett & McNagny's Taxation Group's practice includes Federal, State, and local taxation of individuals, corporations, partnerships, limited liability companies, financial institutions, trusts, estates, and specialized entities, as well as tax-exempt organizations.
Practice Highlights
Planning
Barrett & McNagny's Tax attorneys provide tax planning for small start-up companies, large privately owned businesses, and publicly held corporations.
Mergers, Acquisitions, and Reorganizations
Our Tax Group is involved in the planning and structuring of corporate mergers, acquisitions and dispositions, as well as tax-free reorganizations. Barrett & McNagny has represented clients in tax free spin-offs and split-ups, taxable acquisitions and divestitures, mergers and has assisted clients with the formation of holding companies.
Gift, Estate, and Inheritance Taxation
Our Tax Group has extensive experience assisting clients in developing and implementing their estate plans, and minimizing any federal gift and estate taxes, and state inheritance taxes. Our approach to gift and estate tax planning is to listen and understand our clients, and their unique objectives with respect to heirs.
Tax Audits, Administrative Appeals, and Litigation
Our tax attorneys represent taxpayers in controversies before the Internal Revenue Service and the courts. We have board experience with planning for and managing audits and various audit issues such as responding to information document requests, complying with formal document requests, quashing summonses, controlling statutes of limitation, establishing document retention procedures, and identifying and protecting privileged documents. Our tax attorneys also have been successful in resolving many matters with the Internal Revenue Service, either on audit or, more typically, with the Appeals Division. To the extent that litigation is required, our attorneys have expertise in the Federal courts in which tax cases are litigated.
State Taxation
Our Tax Group attorneys provide advice on Indiana tax matters and represents clients in front of the Indiana Department of Revenue regarding the Indiana gross income tax, adjusted gross income tax, supplemental net income tax, sales tax, and financial institutions tax, and in front of the Indiana State Board of Tax Commissioners.
Private Letter Rulings and Opinions
The services of our Tax Group have included obtaining private letter rulings from the Internal Revenue Service and the Indiana Department of Revenue and the rendering of tax opinions.
For additional information regarding Barrett & McNagny's Taxation Group, please contact one of the attorneys listed below:
John C. Barce
Craig R. Finlayson
John P. Martin
Patrick G. Michaels
Samuel J. Talarico, Jr.
Jeffrey M. Woenker
