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Tax Services

Tax Services


Smith Moore Leatherwood can assist with federal, state and local tax matters. We counsel closely held and publicly traded business, individuals, families, non-profit organizations, foundations and charities on income tax, sales tax, estate and gift tax issues.

We can help you with:

Business Tax Planning
Assisting with the structure, formation and reorganization of business entities with tax impact analysis, including corporations, limited liability companies, partnerships and other entities; designing and preparing tax-advantageous employee incentive compensation programs.

Tax Controversies
Representing taxpayers in audits and appeals before the Internal Revenue Service and state taxing authorities, as well as tax litigation; and obtaining private rulings from the IRS regarding the tax effect of proposed transactions.

Transactions, Mergers and Acquisitions
Structuring transactions between entities so as to minimize adverse tax impacts; advising clients in like kind exchange transactions.

Estate Planning
Assisting with succession planning for family-owned businesses; structuring estate plans to minimize gift and estate taxes; drafting wills, trusts, durable powers of attorney and health care directives; structuring charitable giving and establishment of non-profit foundations, including maintenance of tax-exempt status for foundations and charities.

Exempt Organizations
Providing guidance to nonprofit and tax-exempt organizations, including: hospitals and health systems; colleges and universities; private, parochial and charter schools; churches and religious organizations; and trade associations.

Thought Leadership



Each of our lawyer's e-mail address is provided with his or her biography. If you are not a current client of our firm, you should not e-mail our lawyers with any confidential information or any information about a specific legal matter, given that our firm may presently represent persons or companies who have interests that are adverse to you. If you are not a current client and you e-mail any lawyer in our firm, you do so without any expectation of confidentiality. We will not establish a professional relationship with you via e-mail. Instead, you should contact our firm by telephone so that we can determine whether we are in a position to consult with you about any legal matters before you share any confidential or sensitive information with us.