Tax Planning

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Briggs and Morgan estate planning and tax attorneys serve a broad range of a client’s tax needs, including federal and state tax planning, business and financial transactions, tax-exempt organizations, estate and gift tax planning, tax controversies and litigation. Our attorneys are experienced leaders in the tax planning arena. We are proud of our strong relationships within the tax community including state and federal agencies and other state and federal government departments. 

Tax Planning and Compliance
Briggs and Morgan tax attorneys regularly assist clients with personal and business tax planning, including tax planning for estate and gift taxes, fiduciary income tax matters, corporations, Subchapter S corporations, partnerships, limited liability companies, tax-exempt organizations, individuals, Trusts, and choice of entity planning. Such assistance covers a broad spectrum of the Internal Revenue Code as well as Minnesota state and local taxation and includes issuing tax opinions and requests for letter rulings from the Internal Revenue Service and state tax authorities. A significant portion of this practice also includes information reporting and compliance assistance.

Estate, Gift and Generation Skipping Tax Planning
Briggs and Morgan’s estate planning attorneys are leaders in Minnesota and state estate tax and federal estate, gift, and generation skipping tax matters. Due to our breadth of knowledge in these areas, our attorneys offer clients the most tax effective planning options available to reduce taxes and transfer assets during life and at death.

Business Succession Tax Planning
Briggs and Morgan has historically represented a large number of private, closely-held businesses. We strongly believe that good business planning for such organizations must always include officer succession planning and estate tax planning. Our estate planning attorneys work closely with our business and tax attorneys to develop estate plans that will address both the individual needs and business needs of our clients and their closely-held businesses.

Tax Controversies
Our attorneys represent clients in all aspects of federal and state tax controversies, audits, and administrative appeals, including litigation in the United States Tax Court, the Federal District Courts, and the Minnesota State Courts. We have extensive and successful experience in handling such controversies, many of them involving difficult and complex legal issues. As a result of this experience, Briggs and Morgan has developed good working relationships with the Internal Revenue Service District and Appeals Offices and the Minnesota Department of Revenue.

Tax Policy Matters
Our tax attorneys are regularly involved on behalf of clients, through professional groups and informal contacts, in the development of tax legislative proposals and administrative regulations, both at the state and federal level. We have assisted in the development and implementation of limited liability company legislation in Minnesota and have been closely monitoring and commenting on proposed reforms of the Internal Revenue Service.

Tax-Exempt Organizations
Our attorneys also advise charitable and non-charitable tax-exempt organizations, including private grant-making foundations, community foundations and numerous public charities such as hospitals, schools, religious and civic organizations. In addition to advising management of these organizations with respect to matters pertaining to general operation and maintenance of tax-exempt status, our attorneys have assisted clients in forming, restructuring, and dissolving tax-exempt organizations, and forming donor advised funds.