Domestic & International
Tax Planning

RGF’s tax planning professionals advise foreign and domestic businesses, individuals, and trusts on complex transactions that have U.S. tax implications.

Our professionals each specialize in distinct facets of the alphabet soup of tax law (QSBS, QOZ, QBI, FIRPTA, CFC, CFP, PFIC, GILTI, FDII, etc.), but all maintain a broad-based understanding of income, estate, and gift tax matters. 

Domestically, we advise clients on ways to optimize the structure, operation, and fundamental capital transactions of an operating business or holding company organization. We also have experience advising clients on specific tax planning involving Qualified Small Business Stock, Qualified Opportunity Zones, and Qualified Business Income tax planning, in addition to other tax laws that may impact domestic entities in a broad spectrum of industries, including real estate, shipping, technology, financial services, insurance, manufacturing, and others. 

Our professionals have significant expertise in tax matters involving employers and employees. This includes use of employee stock ownership plans (ESOPs) as an exit or liquidity strategy for owners of operating companies, application of Section 409A to employee or service provider compensation, and structuring and implementation of equity incentive plans and other compensation packages.

For cross-border transactions, we represent U.S. taxpayers in structuring their ownership of non-U.S. investments. Our expertise includes advising on and assisting with international sales and acquisitions, offshore operations, and international investments and investment holding structures. We also advise non-U.S. individuals on their investments in the U.S., including the purchase of U.S. real property interests, private investments, and operating companies.