Tax

Our team specializes in providing sophisticated tax counsel for a range of business transactions, including mergers, acquisitions, rollups and reorganizations, joint ventures, development projects, fund formation and cross-border deals. We also advise real estate developers and investors in connection with strategies to minimize income tax associated with repositioning or recapitalizing financially distressed real estate projects and have extensive experience advising foreign real estate investors in connection with structuring debt and equity investments in U.S. real property. Clients rely on Glaser Weil's creative tax advice to effectively manage the tax implications, opportunities and limitations inherent in their transactions.

Glaser Weil specializes in navigating California's intricate tax landscape, helping clients structure businesses for optimal tax efficiency across various areas like income, property, sales and more. We excel at minimizing state and local taxes through strategic transaction structuring, dealing with complex issues related to income characterization, tax exemptions and tax situs. Our clients include foreign citizens with California-based income, international financial institutions, foreign investors in California real estate and businesses across the U.S. with interests in California.

Glaser Weil’s practice merges trial experience with business insight, focusing on clients’ best interests in intricate tax cases. The Firm has a strong track record in tax litigation, representing a diverse range of clients facing complex tax issues in California and across the nation. We handle IRS and state audits and litigate cases when needed in federal, state and administrative courts, specializing in state and local taxes for various properties and businesses.

Since the enactment of the Qualified Opportunity Zone tax incentive program, our tax team has been very active in this space and has advised numerous clients in connection with the formation, structuring and operation of Qualified Opportunity Funds and Qualified Opportunity Zone businesses. We have worked with Opportunity Zone investors in a variety of industries, including real estate, hospitality, gold mining and renewable energy.

Glaser Weil advises individuals on key transactional tax issues, including managing personal holdings during the sale and acquisition of businesses. Working closely with our trusts and estates team, we excel in sophisticated personal wealth and estate planning, including estate, gift and expatriate tax representation. Clients rely on our attorneys’ creative thinking and their abilities to solve difficult structural, transactional and family estate planning issues, such as the transfer of wealth to younger generations. We further assist clients subject to multiple tax jurisdictions.