If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and friendly. Please contact us for a free consultation.
Business and Estate Valuations
These skills, with over 35 years of experience, have enabled Jeannie McClure to assimilate industry-specific terminology and processes, and develop comprehensive perceptions of the rules and regulations that impact our client's business and estate.
Estate and Gift Tax
The McClure Firm's estate and gift tax reports are commonly used for estate planning, filing of estate and gift tax returns, implementation of buy-sell agreements, key-person insurance funding, and charitable gift transactions.
Our Practice Areas
Effective planning is a fluid process, which is why it is essential to work with a firm that looks at your total picture and helps you to be better prepared for life’s challenges. Our team approach keeps you focused on what is important to you.
Audits and IRS disputes relating to estate and gift taxes can be especially challenging. On many occasions they occur while individuals are still grieving the loss of a loved one. We understand this can be an emotional & draining time. We provide caring counsel and compassionate, trustworthy, representation while focusing on solving complex estate tax and gift tax disputes for our clients.
We assist taxpayers and their other advisors in evaluating litigation risk when preparing a return, navigating estate and gift tax audits, advocating in IRS Appeals, and litigating both in Tax Court and in the refund litigation forums. The McClure Firm can explain various aspects of gifts and estate tax planning and find the best way to combine prudent gift giving with tax minimization.
If you own a business or company, you need to have a comprehensive succession plan in place to make sure you successfully transfer ownership when the time comes. Is your goal to keep your business within the family? Do you want to see your company to maximize the value of your investment? With the right exit strategy and succession plan, you can feel confident in the important business decisions you have to make.
Running a business can be overwhelming at times, so it is understandable that many business owners often forget to plan for future changes in management or the possible directions a company may go in down the line. Our experienced succession planning lawyer can draft a well-rounded plan for your business so you can focus your effort on running and growing the company. Business succession planning is a complex task that shouldn’t be ignored by any entrepreneur. Get in touch with our team at the Law Offices of Geoffrey A. Weg, PC to get legal counsel from professionals you can rely on.
The McClure Firm represents domestic and international clients, including multinationals, Fortune 500 companies, conglomerates, financial institutions, private equity firms and start-ups, in connection with a broad range of corporate matters and transactions, including debt financing, equity financing, mergers and acquisitions, cross border transactions and general corporate matters. Our unwavering focus is always on our client’s business needs and objectives, and we pride ourselves in our ability to find and craft practical solutions for our clients.
The McClure Firm attorneys have structured, implemented and executed many of the largest and most complex transactions involving employee stock ownership plans (ESOPs). Our clients have utilized ESOPs to:
– Create shareholder liquidity on a tax-advantaged basis
– Fulfill broad-based employee ownership
– Enable management-led buyouts (MBOs) of subsidiaries, divisions, portfolio
companies and businesses
– Facilitate roll-up transactions
– Implement private equity investments on a tax-advantaged basis
The McClure Firm regularly represent institutional trustees and independent fiduciaries, employers, senior and mezzanine lenders, and private equity firms in a broad range of ESOP transactions. In addition to our ESOP transaction work, our attorneys frequently represent ESOP companies in ongoing compliance and regulatory matters, and our trial attorneys have successfully represented ESOP fiduciaries in notable cases.
The McClure Firm represents U.S and international companies and private equity firms in domestic and international mergers and acquisitions in a wide variety of industries.We represent both buyers and sellers and excel in handling complex cross-border transactions. Our strength is our ability to understand and appreciate our client’s business objectives and to craft thoughtful, practical solutions to achieve them. Several of our partners spent years on the client side overseeing M&A transactions.
Mergers and acquisitions typically touch many areas, such as intellectual property, employee benefits, executive compensation, taxation, antitrust matters, real estate, environmental concerns, bankruptcy and estate planning. We coordinate guidance and resources from across our various legal practice areas to address your specific needs.
The McClure Firm offers discreet forensic research separate from financial recovery services. Our capabilities and experience are often requested for mergers, business buyouts, property transfers, estate planning, and marriage dissolutions. Financial forensic research can also be used to discover or prevent an entire range of white-collar crime including embezzlement, employee theft, securities fraud, bankruptcy fraud, and executive malfeasance.