Tax

At Bond, our tax professionals provide clients with a full range of services involving every level of complexity and sophistication in tax law. We represent individuals, businesses and exempt organizations in planning, transactional, adversarial, reporting and criminal tax matters. The diversity of our firm's large client base and our many special issue referrals have developed our experience in non-routine areas of practice.

Income tax and estate planning along with fiduciary estate administration have been the staple of our practice for many years, attracting clients of all kinds with special family planning needs. Our experience with succession planning for many closely held businesses and their owners involves the interplay of tax, estate planning and business issues. Employee benefit counseling on tax and fiduciary issues represents a significant portion of our practice through involvement with both large and small client benefit plans. We provide business tax planning to optimize the benefits of the various forms of business entities and to structure taxable and tax deferred merger and acquisition transactions. Our counseling for tax-exempt organizations involves establishing and maintaining the exemption as well as unrelated business tax issues. Through our office in Albany we have a local base for handling many New York State tax matters, particularly legislation and tax assessment controversies.

The tax practice at Bond is serviced by numerous attorneys, legal assistants and tax accountants. Our state of the art communications and word processing equipment encourage a close working relationship among the professionals in the various office locations. Many of the attorneys have received recognition for achievements in their area of practice and have specific training in tax and financial matters: three attorneys have been recognized as Fellows of the American College of Trusts and Estate Counsel; eight attorneys are listed in The Best Lawyers in America; eight attorneys have business degrees and experience in accounting and finance, five of whom are licensed as Certified Public Accountants; four attorneys have Masters of Laws degrees (LL.M.); and one attorney teaches at the Syracuse University College of Law.