Services

Kalish Law LLC provides clients with trusted counsel, strategic advice, and thoughtful resolutions. While we are recognized for our understanding and perspective regarding New York tax matters, we help clients wherever our insights are beneficial.

Engagements are scoped to fit the need, from discrete advice to multi-stage projects, and may be handled collaboratively with other lawyers and accountants where helpful.

For Businesses and Family Offices

Advisory Services

• Review of tax reporting positions to align with business reality
• Preparation of private letter and advisory ruling requests
• Independent analyses of potential tax audit exposures
• Analysis of pre- and post-acquisition structuring for tax efficiency
• Consultation with respect to monetization options related to tax assets and pending refund claims
• Assistance with protective filings and voluntary disclosure processes

Resolution Services

• Resolution strategy with respect to tax audits and controversies
• Objective assessments of tax controversy and litigation matters, and strategic referrals to outside representatives
• Select representation during audit and post-audit processes, including administrative and judicial appeals

Fractional General Counsel Services

Closely-held, venture-backed, and emerging businesses often require sophisticated counsel to navigate complex tax and legal landscapes without the overhead of in-house staff. We directly handle tax and legal tasks that are within our practice areas and leverage our network to guide our clients to efficient and quality specialist counsel.

For Governmental Bodies, Think-Tanks, and other Institutions

• Technical drafting and review of written materials, including amicus briefs in select tax matters
• Review, commentary, and drafting support of legislative and regulatory tax initiatives
• Implementation and administrability analyses of proposed tax legislative and regulatory changes

For Tax Insurance Underwriters, Litigation Financiers, and Investors

• Independent reviews of technical tax positions
• Underwriting support, risk memoranda, and legal opinions
• Diligence support related to potential tax exposures

Public Interest and Community Service

Kalish Law LLC accepts pro bono matters, particularly where procedure and process are primary barriers to a fair outcome for taxpayers.

• Procedural guidance and strategic triage
• Targeted legal writing support
• Coordination with community organizations
• Select representation before administrative agencies and judicial courts
• In addition to pro bono work for taxpayers, Kalish Law LLC accepts select pro bono and reduced fee engagements for governments and non-profits