Tax

We eliminate surprises and deliver results through careful planning.

Close working relationships with our clients allow us to provide tax planning for acquisitions, mergers, reorganizations, real estate sales, and other business transactions. We also assist our clients with planning day-to-day decisions that impact federal, state, and local taxes.

We represent clients in federal, state and local tax audits, assessments and appeals. Whenever possible, we work to quickly resolve tax issues. When tax issues cannot be resolved, we represent our clients in all phases of tax litigation.

We also work with non-profit organizations and their unique tax matters.

Our firm has extensive experience in estate tax and charitable planning. We work on estate and gift tax issues. Our experience also includes work with estate and trust income taxes.

Our attorneys also have extensive experience in tax aspects of employee benefits and all types of equity-based compensation for key employees.

We have significant experience in representing taxpayers in state and local tax matters, including sales and use tax, real property tax, and interstate sales tax issues. We also counsel our clients about the Ohio commercial activity tax.

Specific areas of practice include:

Tax Planning

Our tax lawyers work closely with our clients to provide tax planning for extraordinary business transactions and day-to-day business decisions. When necessary we help prepare requests for tax rulings and voluntary tax disclosures.

Audits, Appeals & Tax Litigation

Bailey Cavalieri represents clients in tax audits, assessments and appeals, and tax litigation. We represent our clients before the Internal Revenue Service, Ohio Department of Taxation, and local municipalities. We handle cases at the United States Tax Court, Ohio Supreme Court, Ohio Board of Tax Appeals, and various Boards of Revision throughout the state. Where appropriate, we assist our clients with Offers in Compromise, penalty abatements and claims for refunds.

Non-profit Tax Matters

We also work with non-profit organizations to plan their unique tax issues. We help form charitable entities. We prepare numerous applications for federal tax exemptions and Ohio real property tax exemptions. We also advise these clients about tax pitfalls, such as unrelated business income tax, and their distinctive tax-reporting requirements.

Estate, Gift & Generation Skipping Transfer Taxes

The Firm also has extensive experience in estate tax disputes and in charitable contribution planning. We work on all aspects of estate, gift and generation skipping transfer taxes. We also work on estate and trust income taxes.

Employee Benefits Tax & ERISA

Our attorneys have broad-based experience in tax matters concerning employee benefits, including qualified plans, non-qualified deferred compensation plans, and equity-based compensation for key employees.

Sales, Use & Commercial Activity Tax

Bailey Cavalieri has significant experience in representing taxpayers in state and local tax matters, including sales and use tax, interstate sales tax issues and nexus concerns. We also counsel our clients about the Ohio commercial activity tax.

Real Property Tax

Our attorneys have significant experience in representing – and defending - taxpayers in real property tax matters. Ohio real property is generally revalued in triennium cycles. We represent our clients in front of County Auditors, Boards of Revision, Ohio Board of Tax Appeals and the Ohio Supreme Court. We also represent our clients at mediation conferences for these and other taxes.

“Our strength is finding the right balance. We assign the resources required to achieve the goal. No more. No less. The result is cost-effective, efficient solutions for our clients. That's what every client wants. That's what every client deserves.”