Entity Taxation

Entity Taxation in Boca Raton, FL

“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands.”

– Judge Learned Hand, U.S. Court of Appeals, Gregory v. Helvering, 69 F.2d 809, 810 (2d Cir. 1934)

The firm provides counsel for small and medium-sized clients regarding federal, state, and local tax implications of their structures, transactions, and capital expansion plans with a view toward tax compliance and lawful tax avoidance.

With extensive knowledge in entity taxation in Boca Raton, FL, Mr. Lindley interprets, structures, and negotiates client transactions and designs strategies with the objective of maximizing tax benefits and minimizing tax liability. We focus on adding value by taking a proactive step in helping clients develop preventive approaches to lawfully limit their tax exposure. Our goal is to help clients avoid tax pitfalls, as well as assist in the efficient structuring of transactions to avoid overpayment of tax obligations.

We have membership in the tax section of The Florida Bar. Mr. Lindley’s multidisciplinary background in public accountancy as well as Florida law, in both big and small firm contexts, enables him to draw on a wide range of experiences and business industries to enable delivery of value-based consultancy and solutions to our clients’ business tax challenges.

Federal income tax considerations are integral in our planning and structuring of limited partnerships, limited liability companies, public and private charitable organizations, and joint ventures, as well as in connection with structuring mergers, acquisitions, reorganizations, and capital expansion plans for corporate, entrepreneurial, and other business clients.

The firm practices in the real estate and corporate law areas, including lawful utilization of exemptions from a required registry of securities with the Securities and Exchange Commission in connection with private capital raise offerings of our clients under federal and state securities laws.

Limited Liability Companies