1.877.433.3310

Tax Strategy and Planning

Focused on preventing and resolving tax problems

Any tax controversy—an audit, alleged tax deficiency, criminal accusation or other matter—deserves immediate, decisive action from skilled legal counsel. McCormick Barstow is an acknowledged resource for a diverse clientele, including individuals, businesses in a broad range of industries, and nonprofit organizations.

Our services include—

  • Federal, state, and local tax planning for new, emerging and established businesses
  • Federal and state tax planning for business transactions including mergers, acquisitions, reorganizations and dispositions
  • Federal and state, civil income tax controversy resolution at all levels, from audit to appeals to litigation
  • Estate and gift tax planning
  • Estate and gift tax controversy resolution at all levels, from audit to appeals to litigation
  • Counsel to individuals, corporations, partnerships, limited liability companies, trusts and nonprofit organizations concerning a wide range of income, estate, gift, property sales and use, and franchise tax matters
  • Litigation support through expert witness engagements and other consultations with trial counsel
  • Sales tax nexus interstate

For Attorneys and Referrers –

We advise clients on tax planning and tax obligations in a variety of contexts:

  • Federal and state tax planning for start-up businesses
  • Federal and state tax planning for business owners
  • Federal and state tax planning for major business transactions
  • Federal and state tax planning for business sales, mergers, and acquisitions
  • California, multi-state, and e-commerce sales tax nexus
  • Franchise, limited liability company, and corporate tax
  • Property tax planning
  • Estate tax planning
  • Gift tax planning

Careful estate and gift tax planning supports the preservation of hard-earned wealth as it is passed to one’s chosen beneficiaries, whether loved ones or worthy causes. This is especially true in light of the recent changes to federal law, many of which provide an opportunity to transfer significant wealth to family members. Involving an attorney early in your estate planning process, or as you periodically adjust your estate plan to suit your changing circumstances, philosophies, and goals, is essential to ensuring that your wealth ends up where you want it to go.

FRESNO, CA
McCormick Barstow LLP
7647 N. Fresno Street
Fresno, CA 93720
(559) 433-1300
(559) 433-2300 fax
MODESTO, CA
McCormick Barstow LLP
1125 I Street, Suite 1
Modesto, CA 95354
(209) 524-1100
(209) 524-1188 fax
SAN LUIS OBISPO, CA
McCormick Barstow LLP
1041 Mill Street, Suites 103 & 105
San Luis Obispo, CA 93401
(805) 541-2800
(805) 541-2802 fax
LAS VEGAS, NV
McCormick Barstow LLP
8337 W. Sunset Road, Suite 350
Las Vegas, NV 89113
(702) 949-1100
(702) 949-1101 fax
RENO, NV
McCormick Barstow LLP
201 W. Liberty Street, Suite 320
Reno, NV 89501
(775) 333-0400
(775) 333-0412 fax
CINCINNATI, OH
Scripps Center, Suite 1050
312 Walnut Street
Cincinnati, OH 45202
(513) 762-7520
(513) 762-7521 fax