Business Services

Taxation

The attorneys of Stites & Harbison’s Tax Group assist a variety of clients (corporations, estates, exempt organizations, individuals, limited liability companies, partnerships, trusts and universities) with tax planning and litigation on the federal, state and local levels. The attorneys include a former United States Tax Court law clerk and a former attorney for the Internal Revenue Service’s Office of Chief Counsel (Tax Court). Many of the attorneys have master-of-law degrees in taxation.

The attorneys of Stites & Harbison’s Tax Group routinely serve clients in a range of matters that include:

  • Aircraft Acquisition and Leasing
  • Aircraft Fractional Interests
  • Alternative and Renewable Energy Tax Planning
  • Business Acquisitions
  • Business Contracts
  • Business Formations
  • Business Liquidations
  • Business Mergers
  • Business Planning
  • Business Restructurings
  • Cafeteria Plans
  • Captive Insurance Companies
  • Charitable Contributions
  • Corporate Spin-Offs, Split-Offs and Split-Ups
  • Corporate Tax
  • Divorce Tax Planning
  • Elder Law
  • Employee Benefits
  • Employee Plans Voluntary Compliance Program
  • Employee v. Independent Contractor
  • ERISA (fiduciary, prohibited transactions, etc.)
  • ESOPs
  • Estate & Gift Planning
  • Estate & Gift Tax (including tax return preparation)
  • Executive Compensation
  • Federal Excise Taxes
  • Fiduciary Income Tax Returns (preparation and planning)
  • FIRPTA (foreign investment in US real property)
  • Georgia Income Tax
  • Georgia Sales & Use Tax
  • Georgia Tax Litigation
  • Incentive Stock Options
  • Income Tax Planning
  • Individual Tax
  • Interest Rate Swaps
  • International Tax Planning (Inbound and Outbound)
  • Investment Fund Formation (Structuring, LP or LLC Agreements, PPMs)
  • IRS Appeals
  • IRS Audits
  • IRS Ruling Requests
  • Kentucky Income Tax
  • Kentucky Inheritance Tax
  • Kentucky Retirement System
  • Kentucky Sales & Use Tax
  • Kentucky Tax Litigation
  • LLC Operating Agreements
  • Local Taxes
  • Low-Income Housing Credit
  • Medicaid Planning
  • Multistate Tax
  • New Markets Tax Credits
  • Nonqualified Deferred Compensation
  • Nonqualified Stock Options
  • Partnership Tax
  • Penalty Abatement
  • Pre-Nuptial and Post-Nuptial Agreements
  • Private Foundations
  • Probate (including litigation)
  • Purchase & Sale of Assets
  • Qualified Opportunity Zones
  • Qualified Retirement Plans (401(k) and defined benefit)
  • Regulated Futures Contracts
  • REITs and RICs
  • REMIC Defeasance Tax Opinions
  • Restricted Stock Plans
  • S Corporations
  • Shareholders’ Buy-Sell Agreements
  • State Tax Incentives (including PILOT incentives)
  • Stock Purchase Agreements
  • Stock Redemption Agreements
  • Tax Court Litigation
  • Tax Exempt Organizations (Formation, Exemption Applications, Intermediate Sanctions, and IRS Audits)
  • Taxfree Exchanges (Code Section 1031)
  • Tax Opinions
  • Tax Return Review and Analysis
  • Tax Settlements
  • Tax Treaty Analysis and Planning
  • Tennessee Business Tax
  • Tennessee Franchise and Excise Tax
  • Tennessee Indebtedness Tax
  • Tennessee Miscellaneous Taxes
  • Tennessee Sales & Use Tax
  • Tennessee Tax Litigation
  • Transfer Pricing
  • Trust Administration (including litigation)
  • Trust Agreements
  • Unrelated Business Income Tax
  • Voting Trusts
  • Welfare Benefits (health, disability and life insurance)

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"Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes."

J. Learned Hand, Helvering v. Gregory, 69 F.2d 809, 810 (2d Cir. 1934), citing United States v. Isham, 84 U.S. (17 Wall.) 496, 506, 21 L.Ed 728 (1873).

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Press Releases

GaBiz Magazine Honors Bill Joseph as a 2025 Top Lawyer

GaBiz magazine names Stites & Harbison, PLLC attorney Bill Joseph as a 2025 Top Lawyer in Tax Law. The annual list of Atlanta’s top lawyers is based on a peer-review survey of attorneys within the state of Georgia conducted by Professional Research Services.

by Stites & Harbison, PLLC January 24, 2025
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Press Releases

Kentucky Super Lawyers Honors 47 Stites & Harbison Attorneys for 2025

The 2025 edition of Kentucky Super Lawyers recently honored 47 Stites & Harbison, PLLC attorneys in the Covington, Frankfort, Lexington and Louisville, Ky., offices. The publication named 34 attorneys to the Super Lawyers list and 13 attorneys to the Rising Stars list.

by Stites & Harbison, PLLC December 27, 2024
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Client Alerts

Kentucky Tax Incentives for Qualified Data Centers

As Kentucky prepares for the 2025 legislative session, Stites & Harbison will be watching to see whether the General Assembly expands data center tax incentives beyond House Bill 8 (“HB 8”) which was passed by the Kentucky General Assembly in 2024. Among other provisions, HB 8 creates sales and use tax exemptions on data center equipment for eligible entities engaged in providing qualified data center infrastructure.

by Cassidy R. Rosenthal and Holly A. Couch December 06, 2024
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Client Alerts

Future of the Corporate Transparency Act is Uncertain

With the January 1, 2025, deadline for beneficial ownership information filings pursuant to the Corporate Transparency Act (the “CTA”) for entities formed prior to 2024 rapidly approaching, Judge Amos L. Mazzant III of the US District Court for the Eastern District of Texas preliminarily enjoined the enforcement of the CTA and its related regulations nationwide. Alison Zeitlin takes a look at what is happening in this Stites & Harbison Client Alert.

by Alison M. Zeitlin , Edward H. Burrell III, William M. Joseph (Bill), Rachel Owsley , and Walter S. Robertson December 05, 2024