Practice Areas

Tax Law and Taxation

The Barrett McNagny Taxation Group's practice includes federal, state, and local taxation of individuals, corporations, partnerships, limited liability companies, financial institutions, trusts, estates, and specialized entities, as well as tax-exempt organizations.

Planning

Barrett McNagny's tax attorneys provide tax planning for small start-up companies, large privately owned businesses, and publicly held corporations.

Mergers, Acquisitions, and Reorganizations

Our Tax Group is involved in the planning and structuring of corporate mergers, acquisitions, dispositions, and tax-free reorganizations. Barrett McNagny has represented clients in tax-free spin-offs and split-ups, taxable acquisitions and divestitures, and mergers and has assisted clients with the formation of holding companies.

Gift, Estate, and Inheritance Taxation

Our Tax Group has extensive experience assisting clients in developing and implementing their estate plans and minimizing any federal gift and estate taxes. Our approach to gift and estate tax planning is to listen and understand our clients, and their unique objectives for heirs.

Tax Audits, Administrative Appeals, and Litigation

Our tax attorneys represent taxpayers in controversies before the Internal Revenue Service and the courts. We have broad experience with planning for and managing audits and various audit issues such as responding to information document requests, complying with formal document requests, quashing summonses, controlling statutes of limitation, establishing document retention procedures, and identifying and protecting privileged documents. Our tax attorneys also have assisted in resolving many matters with the Internal Revenue Service, either on audit or, more typically, with the Appeals Division. To the extent that litigation is required, our attorneys have experience in the federal courts in which tax cases are litigated.

State Taxation

Our Tax Group attorneys provide advice on Indiana tax matters and represent clients in front of the Indiana Department of Revenue regarding the Indiana gross income tax, adjusted gross income tax, supplemental net income tax, sales tax, and financial institutions tax, and in front of the Indiana State Board of Tax Commissioners.

Private Letter Rulings and Opinions

The services of our Tax Group have included obtaining private letter rulings from the Internal Revenue Service and the Indiana Department of Revenue and the rendering of tax opinions.