The following is a list of some of the practice areas and clients handled by this office. Please contact William Funk regarding additional matters.
- Individuals
- Audits
- Assessments
- Expatriation
- Liens
- Levies
- Offers in Compromise
- Garnishment of Wages
- Innocent Spouse
- Installment Agreements
- Non-filers
- Penalty Abatement (Forms 5472, 3520 and others)
- Residence Planning and Audits
- Trust Fund Recovery Penalties
- Whistleblower Claims
- Voluntary Disclosures
- FBARs/FATCA
- Reportable Transactions
- Tax Residency Certificates
- Businesses
- Cryptocurrency Taxation
- COVID-19 Related Legislation and Issues
- Disputes with Tax Authorities and Tax Litigation
- Choice of Business Entity
- Corporate Inversions
- Partnership Allocations
- SAFE Agreements and Convertible Debt
- Foreign Tax Credit Planning
- Fuel Excise Tax
- Tax Credit Project Financing
- Executive Compensation Planning and Deferred Compensation
- Net Operating Loss Planning
- Operations
- Purchase and Sale Agreements
- Refinancings
- Debt Workouts
- Mergers and Acquisitions
- Exit Strategy
- Qualified Stock Purchases (§338)
- State and Local Tax Planning
- Restricted Equity
- Golden Parachutes
- Qualified Small Business Stock (§1202)
- Unincorporated Business Tax
- Commercial Rent Tax
- Real Property Transfer Tax
- Worker Classifications
- Fringe Benefits
- S Corp Election and Compliance
- Nonprofits
- Organization/Incorporation
- Applications for Tax Exemption
- Executive Compensation
- Compliance
- Expenditure Responsibility
- Unrelated Business Income Tax
- Dissolution
- Trade Associations
- Benefit Corporations
- Private Foundation/Public Charity Classification
- Private Benefit Rules
- Excise Taxes
- Funds
- Mutual Funds
- Real Estate Investment Trusts
- Hedge Funds
- Private Equity Funds
- Sovereign Wealth Funds
- Portfolio Investments
- Financial Instruments
- Cross-Border Investments and Operations
- Liquidating Trusts
- Cryptocurrency Taxation
- Foreign/International
- FBAR/FATCA Compliance
- Foreign Tax Credit Planning
- Cross-Border Investments, Mergers & Acquisitions, and Operations
- Intellectual Property Transfers
- GILTI and FDII
- Tax Treaty Planning and Withholding Taxes
- Cryptocurrency Taxation
- Tax Residency Certificates
- Penalty Abatement (Forms 5472, 3520 and others)
- PFIC Elections