Transactional Tax Planning
Tax & Wealth Management
Tax Strategy for Transactions, Structuring, and Growth
WH Burkley advises businesses, owners, and investors on the tax structuring of transactions and business decisions. We provide integrated legal and tax guidance to help clients execute deals efficiently, manage risk, and achieve optimal financial outcomes.
Tax considerations play a central role in mergers and acquisitions, financings, restructurings, and day-to-day business operations. We work closely with clients and their advisors to structure transactions in a way that aligns tax efficiency with broader business and investment objectives.
Mergers, Acquisitions, and Business Transactions
• Structuring acquisitions, dispositions, and reorganizations
• Advising on tax-efficient deal structures for buyers and sellers
• Supporting integration with corporate and financing strategies
• Addressing pre- and post-transaction tax considerations
Entity Structuring and Operational Planning
• Advising on entity selection and organizational structure
• Designing tax-efficient ownership and operating structures
• Addressing federal, state, and local tax considerations
• Supporting business expansion and restructuring initiatives
Real Estate and Investment Structuring
• Structuring real estate transactions and investment vehicles
• Advising on Section 1031 exchanges and similar strategies
• Planning for capital gains, losses, and installment sales
• Supporting Opportunity Zone and other tax-advantaged investments
Compensation and Benefits Planning
• Structuring executive and deferred compensation arrangements
• Advising on employee benefit and ERISA-related tax matters
• Supporting incentive design aligned with business goals
Succession and Ownership Transition
• Integrating tax planning into succession strategies
• Advising on ESOP structures and ownership transitions
• Coordinating tax strategy with broader wealth and business planning
Cross-Border and Specialized Tax Matters
• Advising on international and cross-border tax issues
• Addressing offshore compliance and reporting requirements
• Supporting complex and multi-jurisdictional transactions
Our Approach
- Align tax strategy with transaction objectives and long-term business goals
- Move matters forward efficiently from structuring through execution
- Coordinate across tax, corporate, and financial advisors to deliver integrated solutions
- Focus on minimizing risk while maximizing tax efficiency and economic outcomes
- Prioritize responsiveness, clear communication, and practical guidance
Why WH Burkley
- Integrated approach to tax planning, transaction structuring, and business growth initiatives
- Experience advising businesses, owners, investors, and family enterprises across a wide range of industries
- Practical guidance that balances technical tax analysis with business objectives and commercial realities
- Ability to coordinate tax strategy with corporate, finance, real estate, and wealth planning considerations
- Responsive, partner-level service focused on efficient execution and long-term value creation
Recognition
Best Law Firms | Cleveland
- Band 1 – Litigation – Trusts and Estates
- Band 2 – Tax Law
- Band 2 – Trusts and Estates
*Certain recognitions displayed on this page were earned prior to the formation of WH Burkley LLP and may reflect the accomplishments of our legacy firms, Walter Haverfield LLP and Bernstein-Burkley, P.C.