Our Tax Law Practice

 

The Tax Law Practice of Lommen, Abdo, Cole, King & Stageberg, P.A. combines expertise in tax law with strong business acumen to counsel clients on the tax aspects of business transactions, business successions and estate planning. Our lawyers guide companies and individuals through the intricacies of federal, state and local tax codes to ensure full compliance while securing the benefits of favorable provisions in the law.

Our areas of practice include:

• Routine tax planning to eliminate or minimize taxes 
• Tax planning for corporate mergers and acquisitions 
• Formation of corporate structures 
• Tax planning involving commercial finance and leasing arrangements 
• Negotiation and litigation of tax controversies 
• Counsel regarding gross receipts, sales, use and other excise taxes, income taxes and property tax
• Assistance in qualifying for exemptions, credits and deferrals 
• Obtaining private letter rulings 
• Restructuring to improve future tax positions following audits 

Members of the firm’s Tax Law Practice enjoy excellent working relationships with government tax administrators and have exceptional knowledge of government organizations, people and procedures. Lommen Abdo also offers substantial litigation and appellate experience. We have represented clients in both administrative agencies and courts, such as the U.S. Tax Court, the Seventh and Eighth Circuit Courts of Appeals, the Minnesota Appellate Courts and the Wisconsin Appellate Courts. Lommen Abdo is positioned to help clients make wise strategy decisions.

Scott Nelson, a CPA and an attorney, is chair of the MSBA Probate and Trust Federal Tax Committee, a past board member of the Minnesota Society of Certified Public Accountants (MCPA), and a past president of the Monday Tax Forum for CPAs, a past chair of the MCPA Legislative Issues and Estates & Financial Planning Conference Committees, and a member of the Minneapolis Estate Planning Council and National Planned Giving Council. He represents individuals and closely-held businesses in tax and business issues and in all aspects of estate planning.

We would be pleased to answer any questions you may have about the services of our Tax attorneys.  Any questions may be directed to:

In Minnesota:
Scott Nelson at 612-336-9320 or scott@lommen.com.

In Wisconsin:
Jennifer O'Neill at 715-381-7113 or joneill@lommen.com.


Additional Resources:

• 2008 tax changes enacted with bailout plan.
• 2009 Tax Adjustments Update, 2008 Tax Adjustments Update and 2007 Tax Adjustments Update.
• For a summary of charitable contribution income tax rules, see Deduction Limitations for Contributions to Public Charities and Deductible Charitable Contribution Requirements.
• Summary of tax law changes enacted in December 2007.
• October 2007 Year-End Planning Letter.
• 2007 Small Business Act Summary signed by President Bush on May 25, 2007.
• Tax Relief and Health Care Act of 2006 - brief summary passed by Congress at adjournment.
• Pension Protection Act of 2006 Summary signed by President Bush on August 17, 2006.
• Charitable Provisions Summary in the Pension Protection Act of 2006.

Tax Increase Prevention and Reconciliation Act (May 17, 2006).  For details regarding the key provisions in this recently enacted Tax Act, see the following links:

• Extension of Relief from AMT.
• Beginning in 2010, income limitations on Roth IRA conversions are eliminated.
• Kiddie tax age limit raised from under 14 to under 18.
• Tax provisions affecting individuals.
• Business and corporate changes.

 

Attorneys (Alphabetical Order)