Simmons Perrine Moyer Bergman is now Simmons Perrine PLC. Learn more about our refreshed brand and streamlined name. 

Taxation Law

Simmons Perrine PLC law firm delivers high-quality representation through a full suite of tax matters, including estate and gift tax plans, and more.

Taxation law

The tax attorneys at Simmons Perrine PLC provide a full spectrum of tax law services. Because tax laws can be complex and at times difficult to understand, it’s important to have an experienced attorney give you peace of mind that your personal and business finances are in good legal standing. Our firm specializes in matters of all sizes and offers our clients the highest quality of representation in all of their tax law matters, including estate and gift tax planning, taxation of flow-through entities, state and local sales tax, use tax and much more. We also handle tax return preparation and compliance issues and have represented clients before the IRS, Iowa Department of Revenue and all Courts.

Our Taxation Law Services

We counsel clients on tax advantages regarding wealth transfer plans that reflect our clients’ needs, goals and desires, and protect the personal and business assets that our clients have accumulated.

We advise on a variety of tax matters, including tax planning considerations in selecting the form of entity, tax advice for joint ventures and partnerships, tax planning to design incentive compensation and benefit plans, tax advice and entity formation to restructure business operations in anticipation of a merger or acquisition and advice regarding the tax effects of transactions and sales.

Our attorneys are highly experienced and up to speed on the continually-changing laws relating to local, state, national and international tax law.

Also known as a 1031 exchange, our tax attorneys assist with like-kind exchange transactions that allow for the disposal of an asset and the acquisition of another asset without generating a tax liability from the sale of the first asset.

We have acted as bond counsel, borrower counsel and bank counsel in connection with various types of government and qualified private activity bonds. Our attorneys have worked with national, regional and local qualified conduit borrowers and banks, finance companies and other institutional investors to help creatively structure bond financing to meet the needs of our clients.

Advise regarding business formation and structuring of various types of entities, including S corporations, limited liability companies and partnerships.

Assist established and start-up charitable organizations with tax-exempt applications and counsel regarding business strategies for a viable future.

Including:

  • Individuals (Income, Estates and Gifts; Forms 1040, 706 and 709)
  • Fiduciaries (Trusts and Estates; Form 1041)
  • Non-profit Organizations (Form 990)

Including:

  • Audit divisions, including disputed tax matters
  • Administrative appeals
  • Collection division

Contact Us

If you have questions regarding our tax law practice contact us today.

Taxation Law

Practicing Attorneys