Overview

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.

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