Taxation

Leech Tishman’s Taxation Practice Group provides creative tax planning strategies to individuals, publically owned companies, closely held businesses, non-profit organizations and private foundations.

Our taxation lawyers have over 40 years of experience in corporate and tax law matters, as well as practical knowledge in financial accounting. With an intricate understanding of federal, state, and local tax laws, along with up-to-date knowledge of sophisticated tax planning techniques, we assist individuals and businesses in many industry sectors with forming a tax plan that minimizes their risk and enhances their bottom lines.

Many of our tax lawyers are Certified Public Accountants (CPAs). Our grasp of fundamental accounting principles has helped the firm forge strong, working relationships with small and regional public accounting practices. We are accustomed to partnering with our clients’ financial advisors and accountants to provide a legal perspective on legal and tax issues.

Our tax attorneys are frequent and respected advocates before federal, state and local taxing bodies, including the Internal Revenue Service, the Pennsylvania Department of Revenue and the U.S. Tax Court, where we represent clients on a wide variety of issues, ranging from IRS disputes and U.S. Tax Court appeals to sales tax audits and Commonwealth Court appeals.

Our taxation attorneys work closely with the Estates & Trusts Practice Group to effectively address any tax issues involved with complex client situations where both income tax planning and estate planning issues are important to the outcome.

Taxation Lawyer Services

Transactional income tax analysis
Tax planning for mergers and acquisitions
IRS audits and appeals
State tax disputes
International taxation issues
U.S. taxation for foreign companies and individuals
Tax exempt formation and operation & tax analysis for non-profit organizations/private foundations
Assisting taxpayers with foreign bank accounts and property to annually report such accounts and assets
- If the taxpayer has failed to properly report such assets, to assist the taxpayer in disclosing such accounts and assets to the IRS in a manner that will minimize penalties

Captive Insurance Companies

Formation of captives to cover risks that are commercially expensive or impossible to cover with conventional insurance
Single parent captives for generation of tax deductions and asset protection/estate planning
Healthcare captives to replace traditional third party insurance
Protected cell captives

Business and Personal Income Tax Planning

Tax planning for high-net-worth individuals
Tax planning for corporations, partnerships, limited liability companies, limited liability partnerships, and other entities
Gift tax planning
Captive insurance companies
General business succession counseling
- Structuring of corporate successor planning and privately-held share transfer agreements

Capabilities

Taxation Lawyer Services

Captive Insurance Companies

Business and Personal Income Tax Planning

William A. Buck

David DelFiandra

Pete Fuscaldo

Stefanie L. Pate

James D. Silverman

Matthew S. Sutphen

Ted Tishman

Taxation Lawyer Services

Captive Insurance Companies

Business and Personal Income Tax Planning

William A. Buck

David DelFiandra

Pete Fuscaldo

Stefanie L. Pate

James D. Silverman

Matthew S. Sutphen

Ted Tishman

David J. DelFiandra Now Licensed to Practice in Florida

Tax Cuts and Jobs Act Expands Permissible Uses for 529 Plans

Taxation Practice Group Chair Wesley Yang Presents on the Impact of the 2017 Tax Act on Estate Planning

Managing Partner Pete Fuscaldo Featured in Pittsburgh Business Times Article

Taxation Practice Group Chair Wesley Yang Presents on the Impact of the 2017 Tax Act on Estate Planning

IRS to End Offshore Voluntary Disclosure Program in September 2018; Taxpayers’ Next Steps Regarding Offshore Compliance

Managing Partner Pete Fuscaldo Featured in Pittsburgh Business Times Article

Leech Tishman Welcomes Forrest T. Passerin and Matthew S. Sutphen

Leech Tishman Raises more than $10,000 in Support of Big Brothers Big Sisters of Greater Pittsburgh

Leech Tishman Serves As Corporate Banquet Chair At HKASC 26th Chinese New Year Gala

Leech Tishman Lawyers Recognized as 2018 Southern California Super Lawyers

Leech Tishman Elects Five New Partners; Additional Partner Added to Firm’s Management Committee