Tax Law / Tax Planning

Tax Counsel for Texas Businesses and Individuals

Corporate and Real Estate Taxation | Estate Planning | Tax Litigation

The law firm of Broude, Smith & Jennings, P.C. provides tax planning services and tax controversy representation for corporations and partnerships, homeowners' associations, individuals, and families in Fort Worth, the DFW Metroplex and surrounding parts of North Texas. Our tax attorney, Cary Jennings, is board-certified* in Tax Law by the Texas Board of Legal Specialization. He has practiced since 1982, including six years as a trial lawyer for the U.S. Department of Justice, Tax Division.

Tax Planning for Businesses

Broude, Smith & Jennings, P.C. makes full use of Mr. Jennings' extensive acumen to gauge the tax ramifications while drafting and reviewing contracts and transactions on behalf of our clients:

• Structuring partnerships, limited liability companies, joint ventures, business trusts, and other entities in business start-up
• Structuring merger, acquisition and divestiture, and restructuring transactions
• Structuring tax-free reorganizations (including spin-offs), taxable mergers, and acquisitions for corporate clients
• Advising clients with respect to real estate in acquisitions, financing, and restructuring/workout transactions
• Advising clients regarding tax issues involved with private placements of equity, debt, and hybrid securities
• Structuring real estate investment trusts and advising clients on REIT-related tax issues
• Advising clients concerning state and local tax issues

Tax Counsel and Tax Litigation for Individuals

We advise and represent business owners and other individuals in personal tax planning and tax controversies:

• Tax planning in connection with business and personal transactions
• Discharge of taxes in bankruptcy
• Tax examinations
• Protests before the IRS Appeals Office
• Litigation in federal court

Taxation Issues in Estate Planning

Broude, Smith & Jennings, P.C. advises clients on asset protection and minimizing the Texas inheritance tax, federal estate taxes, real estate taxes, and other taxation through trust and estate planning:

• Tax avoidance strategies for wills, trusts, qualified personal residence trusts, grantor-retained annuity trusts, charitable lead and annuity trusts, and charitable remainder trusts
• Business succession planning through family limited partnerships to minimize taxes in the transfer of assets to a succeeding generation
• Creating foundations and gift-giving programs intended to reduce estate taxes