With certified public accountants and lawyers with graduate degrees in taxation, Ferguson Case Orr Paterson’s tax law team applies specialized knowledge to its wide-ranging services. Ferguson Case Orr Paterson’s taxation planning and taxation litigation services include:

  • Individual income tax, gift tax and estate tax planning.
  • Analyzing and comparing opportunities and benefits of various tax planning options.
  • Tax planning for payment and receipt of compensation, including pension plans, deferred compensation, stock options and other tax advantaged methods of compensation.
  • Tax planning utilizing corporations, partnerships, limited partnerships, limited liability companies and trusts, including formation, reorganization, division and liquidation.
  • Forming and qualifying tax-exempt entities.
  • Planning for foreign corporations regarding California corporate and franchise tax requirements.
  • Real estate transaction planning, including sales, simultaneous and non-simultaneous exchanges, condemnations and other involuntary conversions.
  • Qualified Domestic Relations Orders and other tax planning relating to dissolution of marriage.
  • California sales tax planning and litigation.
  • Real property tax planning, including structuring transactions to avoid reassessment and contesting real property reassessments.
  • Evaluating and creating trusts, partnerships and other vehicles, and their use in transferring wealth between family members.
  • Complex estate planning for large estates, including Generation Skipping Transfer Tax planning and implementation.
  • Representing taxpayers in audits, protests, collectionsĀ and appeals before state and federal taxing authorities.
  • Litigating California tax disputes before the Franchise Tax Board, the State Board of Equalization and the California courts.
  • Litigating United States tax disputes in the United States Tax Court andĀ other federal courts.