Taxation

Individuals and businesses face an ever-changing web of federal, state and local tax laws, regulations and policies. Jones & Keller’s attorneys work with clients to achieve advantageous and economical tax planning solutions for their unique situations in this often-confusing area of the law. Jones & Keller’s attorneys pride themselves on guiding clients to achieving the best outcomes from a combined economic, legal and tax perspective, while also generally assisting clients with creative solutions to complicated business problems.

The tax practice works closely with attorneys in Private Wealth & Estates and Corporate attorneys to secure tax-advantaged outcomes for individuals, families and businesses.

our services include:

Solutions

Our tax attorneys provide a diverse range of services where necessary throughout the life-cycle of our clients and their businesses.

Analyzing and structuring business transactions, including: start-up and choice of entity planning; partnership/LLC formation, agreements and tax planning; sales and purchases of business assets and equity; tax-free mergers, acquisitions, reorganizations and spin-offs; private equity placements and investments; real estate purchase and sale transactions (including 1031 tax-free exchanges); business exits and dissolutions; tax review of proxy statements, registration statements, offering memorandum, etc.; and public and private company incentive equity plans, executive compensation matters and phantom equity plans
Proffering tax opinions
Representing clients in front of the IRS and state and local taxing authorities and pursuing tax litigation, where necessary
Advising clients on the impact of qualified retirement plans and optimizing methods for reducing income tax obligations in such plans
Implementing asset transfers
Developing and preparing tax-efficient estate plans for high net worth individuals
Representing Trusts and Trustees in litigation and divorce actions to protect trust assets
Establishing and implementing complex gifting strategies for the multigenerational transfer of wealth to minimize gift and estate taxes
Preparation of federal and Colorado Estate Tax, Gift Tax and Fiduciary income tax returns.
Establishment of family investment vehicles such as family limited partnerships and limited liability companies
Representing individuals and fiduciaries in all aspects of litigation relating to the interpretation and administration of trusts and estates in the State of Colorado
Establishing and implementing charitable contribution vehicles such as family foundations, charitable trusts, donor advised funds and direct gifts

Our Clients

Jones & Keller’s tax attorneys work closely with clients to develop, implement and manage qualified plans, including defined benefit plans, ESOP’s, and defined contribution plans. We also counsel clients in developing non-qualified plans that achieve the financial and incentive goals of corporate clients and their executives, including reviewing and revising existing plans to comply with Internal Revenue Code §409A as well as drafting new stock option, restricted stock, and phantom stock plans.

Our attorneys also work with corporate and individual trustees in providing advice and guidance in the operation and administration of trusts. We represent both regional and national bank trust departments and have formed trust departments for client banks. Jones & Keller’s tax attorneys also work with owners of businesses to assist them in forming new businesses, structuring transactions as the business grows and tax planning for an eventual exit strategy. The Tax practice also advises clients in the formation of charitable organizations.

Private Wealth

Corporate Business & Transactions

Cannabis/Hemp Tax, Transaction & Litigation

The attorneys at Jones & Keller are legal strategists in the cannabis business transactional space, effectively guiding clients in solving complex and often novel problems in this fast-paced, rapidly evolving industry. As states adopt new laws and make changes at the regulatory level, the landscape, location and nature of the business is responding. As laws allow, aggregation from out-of-state, public and foreign entities is on the rise, creating a new level of multistate ownership to be vetted by unique business strategies.

Businesses in the marijuana industry and other law firms turn to Jones & Keller to accurately assess the specific transactional, tax and litigation challenges and opportunities of cannabis clients, including retailers, investors, growers, processors, and related businesses.

We recommend transactional and tax strategies, resolve disputes, and clarify legal matters for businesses across the cannabis industry. Our experienced attorneys litigate cannabis-related issues related to ownership, contracts, land and licensing disputes, operating agreements, securities law and other legal matters. By actively monitoring developments in federal, state and local laws and regulations, we stay a step ahead in understanding the impact and exposure our clients face as we explain where the rules stand and deliver effective representation.

Tax planning, controversy assistance, and litigation
Securities, state and local legal challenge resolution
Corporation, partnership and individual taxpayer dispute resolution (business, audits and investigations, arbitration, litigation)
Internal Revenue Service (IRS) civil and criminal investigations
Breach of contract and fiduciary duties, interference with business advantage
Disputes with third parties (vendors, landowners/tenants, and more)
Counsel in private placements and securities law
Acting as regulatory counsel for publicly-traded companies
Drafting and reviewing commercial contracts
Negotiating and closing mergers and acquisitions, debt and equity investments, asset purchases and sales, and real estate transactions
Analyzing financial banking matters and service solutions; drafting documents, policies and procedures
Acting counsel to other law firms in corporate transactions

Taxation

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