Tax Law

The tax attorneys at Hook Law Center advise on a broad range of federal and state tax matters, helping clients navigate the complexities of ever-changing tax laws and regulations.

Hook Law Center’s attorneys and tax professionals are involved in tax planning for individuals, privately held businesses and their owners, in the development of tax efficient estate plans, and in the administration of estates and trusts. Attorneys in our tax practice are experienced in representing taxpayers during audits, in controversies with tax authorities and in court.

Tax Estate Planning and Gifting

In developing estate and asset protection plans for clients, our attorneys remain mindful of the tax consequences of their estate plan. Our tax and estate planning attorneys work closely with clients to develop wealth transfer plans that minimize the tax impact of income, gift, estate and generation-skipping transfer taxes. We utilize traditional and sophisticated tax planning tools, to include advanced trust vehicles, to ensure that your personal matters and financial affairs are appropriately structured.

We also work with clients to help them realize their charitable objectives by structuring charitable giving plans. We advise clients on the tax implications of charitable gifts and on the creation of charitable trusts.

Estate and Trust Administration

Our attorneys counsel executors, trustees, beneficiaries and individuals on income tax issues that arise during the course of estate and trust administration. We work with executors and trustees on tax planning for probate tax, federal estate tax, and federal and state income taxes, and prepare applicable fiduciary and individual income tax returns.

Business Tax Consulting and Succession Planning

Hook Law Center’s tax practice provides tax planning and compliance services for businesses and their owners, offering guidance on tax issues affecting privately held businesses, business owners, and high-net-worth individuals.

Our attorneys work with business owners on transfer of ownership and succession plans, navigating tax, business, and trust and estate laws to ensure that each business succession plan is consistent with the intent of the owner.

Throughout our planning, we seek to develop thoughtful solutions to issues related to family business succession, second marriages, and dependents.

Tax Planning and Compliance

Our attorneys and tax professionals offer tax planning and tax return preparation of federal, state, and local income tax returns for individuals, businesses, trusts and estates.

Tax Controversy

The tax attorneys at Hook Law Center assist clients in resolving income tax disputes at the audit examination stage, in tax tribunals, tax court, and on appeal. We provide guidance with tax collections, Collection Due Process, making offers in compromise, and negotiating settlements.