Tax Law

Providing innovative planning and solutions for the challenges and opportunities in the constantly changing tax law environment

PEOPLE FOCUSED | EXPERIENCED COUNSEL​

Tax Law

The attorneys at KreagerMitchell help our clients with innovative planning and solutions for the challenges and opportunities in the constantly changing tax law environment. Whether you are making a personal investment, buying or selling real estate, starting or buying a business, managing the growth of a business, or selling a business we can help you plan to achieve the best results under federal, state, and local tax laws.

Our firm works with individuals and all types of organizations including C corporations, S corporations, limited partnerships, limited liability companies, professional associations, trusts, disregarded entities, and non-profits. Our
attorneys are happy to work with your independent accountants, financial planners, and other advisors as part of a multi-disciplinary team to help you reach your goals.

Tax Law Attorneys

We specialize in a wide range of Tax Law services, including but not limited to:

Corporations, Limited Liability Companies, Partnerships, and various other types of entities are utilized in Texas. The preferred form of entity may be based on the industry, the individual’s particular goals or how the revenue and growth of the enterprise may be maximized by legitimate tax planning strategies.

Because the tax laws and rules governing the formation and operation of the various forms of entities can be complicated, it is best to work with an experienced attorney from the early stages of development.

Kreager Mitchell’s business and tax attorneys can assist in choosing the proper entity based on your industry, goals and individual tax and business situations.

When buying or selling a business, many complex tax and other variables must be considered, including how best to structure the transaction, goals of the buyer and seller, the types of entities involved in the transaction (e.g., limited liability companies, corporations, partnerships, sole proprietorships or others), and unknown liabilities.

Our attorneys can assist you in structuring complex transactions to minimize the amount of taxes paid by the seller. We also work closely with purchasers to help them fully understand the assumption of unknown liabilities in a purchase, and the ability to obtain tax-related benefits.

Structuring a merger or acquisition properly may result in a tax-free reorganization or a taxable transaction under applicable principles of federal tax law. Because of the potential for significant tax consequences both to a business entity and its owners on the sale of a business, properly structuring the transaction starting in the early stages of negotiations is a critical aspect of tax planning.

Kreager Mitchell’s attorneys can provide valuable insight and guidance on all aspects of merger and acquisition transactions, including tax structuring, compliance, regulatory matters, due diligence, data retention, accounting issues, integration of systems and departments, employee benefits, and cash flow.

A spin-off commonly occurs when a corporation divests itself of a subsidiary company by distributing shares of the subsidiary stock or a business division to the parent company shareholders resulting in the subsidiary becoming its own independent entity. Structured properly, most spin-offs are tax-free, and are often conducted to streamline operations, increase shareholder value, eliminate debt, or for other legitimate business purposes.

Kreager Mitchell can help determine the best approach for your spin-off transaction and assist with implementing a new capital structure, board of directors and management team for the resulting entity.

The federal income tax laws regulating real estate transactions are challenging. Kreager Mitchell’s attorneys are here to assist with all aspects of real estate activities, whether it includes land development, buying or selling real estate assets, starting a new real estate project, or deferring capital gains through exchanges under Section 1031 of the Internal Revenue Code.

Owners of business and investment real estate properties who sell their interests at a gain generally have to pay taxes on the gain at the time of the sale. Section 1031 of the Internal Revenue Code provides an exception and allows postponing paying tax on the gain if the proceeds are reinvested in like-kind property as part of a qualifying exchange.

Our attorneys can assist with identifying appropriate replacement property and integrating the transaction into a single exchange to make the best use of the tax-deferred exchange rules under Section 1031 of the Internal Revenue Code.

Nonqualified deferred compensation arrangements are types of plans, programs, or agreements in which an employer promises to pay an amount to an employee at some future date generally for past or present services. These plans are highly complex, both in terms of the tax and accounting rules that govern them, and can be an important method of attracting and compensating executives of both public and privately held companies, in addition to key personnel of tax-exempt organizations. By understanding the potential risks and rewards of these plans, employers can determine if they are appropriate for the company’s needs.

Our attorneys work closely with employers to help them navigate and understand these complex plans, and can assist with the design, implementation, and ongoing administration of a nonqualified deferred compensation plan that suits the needs of every company.

A private letter ruling (“PLR”) is a written decision issued to a taxpayer that interprets and applies tax laws to the taxpayer’s individual set of circumstances. A PLR may only be relied upon by the taxpayer who obtained the ruling, but are often used by other taxpayers to ascertain how the Internal Revenue Service may interpret the tax laws as they apply to their individual set of facts.

If you have unusual circumstances or complex questions about a specific tax situation, our attorneys can assist you in preparing and submitting a PLR request to the Internal Revenue Service.

A 501(c)(3) nonprofit organization is an organization that receives tax-exempt status from the Internal Revenue Service. In order to obtain tax-exempt status, the organization must file an application for exemption with the Internal Revenue Service and meet certain qualifying criteria. We counsel a diverse group of nonprofit organizations.

Our team of tax attorneys can walk you through the steps to structure your organization to achieve and maintain tax-exempt status and assist with filing the application for exemption. We also represent individuals in their roles as officers, directors, and contributors to nonprofit organizations.

Companies seeking state or local tax counsel routinely rely on Kreager Mitchell’s attorneys to meet those needs. Our attorneys have the breadth of experience and take a coordinated approach to assist in a full range of complex state and local tax matters.

Kreager Mitchell’s tax, business, and estate planning attorneys have a long history of representing high-net-worth individuals, physicians and physician practices, closely held and family businesses, banks, real estate professionals, and entrepreneurs across a broad variety of industries in the United States and cross-border transactions. We utilize a variety of cutting edge strategies with our high-net-worth clients, including the implementation of family limited partnerships, spousal lifetime access trusts, irrevocable life insurance trusts, and intentionally defective grantor trusts, among others.

Kreager Mitchell’s attorneys know how to reduce or limit the impact of taxes on appreciating assets such as real estate, closely held businesses, and how to implement tax-efficient structures to pass wealth to younger family members. We apply a collaborative approach in working with our high-net-worth clients, often bringing in their financial advisors, tax preparers and CPAs, and trust officers in our discussions.

In addition to the estate administration process, our tax and estate planning attorneys routinely provide counsel on estate, gift, and generation-skipping transfer tax planning, charitable giving, life insurance planning, asset protection, business succession planning, prenuptial and postnuptial planning, and gift and estate tax compliance.

As a comprehensive estate planning firm, Kreager Mitchell has implemented plans for high-net-worth clients and assisted with all matters involving the preparation of gift and estate tax returns.

OUR TAX ATTORNEYS

Experienced counsel

Our dedicated team of attorneys provides you with a wide range of industry experience. 

Click on the attorney’s image below to view their profile.

Allen D. Ewald

Senior Counsel

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Contact us

The best place to start is by simply giving us a call at 210-829-7722 to set up an appointment.

Phone

210-829-7722

locations

7373 Broadway, Suite 500, San Antonio, TX 78209
1580 S. Main Street, Suite 204, Boerne, TX 78006