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    Tax

    Attorneys in Phelps Dunbar’s tax practice have the knowledge and skill to represent clients in the highly technical and constantly changing field of tax law.

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    Patrick Ragan Richard

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    Related Practices

    • Employee Benefits/Executive Compensation
    • Tax Controversies
    • Tax-Exempt Organizations
    • Trusts and Estates/Estate Planning
    • Emerging Businesses
    • Gaming

    We advise corporations, business associations, partnerships, individuals, estates, trusts, qualified pension and profit-sharing plans and plan participants in all legal matters involving federal, state and local taxation.

    Our tax practice ranges from counseling clients regarding the tax consequences of complex reorganizations, mergers, acquisitions, and takeovers of public or closely held business to real estate transactions, issues of low income housing tax credits, and controversy and litigation disputes (both in administrative and court proceedings with the Internal Revenue Service and state taxing authorities). Our tax attorneys also handle multi-state taxpayer projects in states across the Third Coast and beyond. These projects include counseling clients to minimize their state tax burdens, advising clients to qualify for tax benefits or economic tax incentives, and representing clients in administrative hearings and judicial proceedings against the state tax authorities.

    Additionally, our tax attorneys are well versed in ERISA matters and perform due diligence and counseling in mergers and acquisitions. We are able to assist clients to remedy operational and form problems with employee benefit plans; represent them in audits of their plans by the Department of Labor and/or the Internal Revenue Service; and advise on establishing administrative procedures. We also design, draft and review for compliance group health plans, cafeteria plans, VEBA's and other welfare benefit trust plans; design and draft nonqualified retirement plans, Rabbi trust and 457(f) plans; and draft and design qualified retirement plans.

    The firm's tax attorneys work closely with attorneys in other practice areas to advise our clients. The close working relationships among the various practice areas enables our attorneys to create and to implement plans, structures and instruments that permit our clients to achieve their business objectives with the least amount of federal, state and local tax consequences.

    Insights

    • November 7, 2024

      15 Phelps Practices Earn National Ranking, 13 U.S. Offices Make 2025 "Best Law Firms" List…

    • August 15, 2024

      185 Phelps Lawyers Chosen for Best Lawyers in America, 20 Named "Lawyer of the Year," 26 Added to “Ones to Watch” List…

    More +
    • June 18, 2024

      U.S. Supreme Court Clarifies Business Valuation in Estate Tax Calculations for Closely Held Corporations…

    • May 14, 2024

      CBIZ Presents Succession Strategies: Planning for the Next Chapter…

    • March 12, 2024

      Understand the Incentives You Are Offered …

    • February 06, 2024

      NBI Presents Single-Member LLCs: Attorneys' Guide…

    • November 28, 2023

      Sixteen Phelps Lawyers Honored on 2023 Mid-South Super Lawyers Lists…

    • November 20, 2023

      Can International Student-Athletes Benefit from NIL Agreements?…

    • October 5, 2023

      Greg Pirkle Honored by Mississippi Boys & Girls Club Hall of Fame …

    • August 17, 2023

      Best Lawyers in America Selects 208 Phelps Lawyers, Names 12 "Lawyer of the Year," Adds 47 to "Ones to Watch" List…

    • November 29, 2022

      Super Lawyers Names 22 Phelps Lawyers to 2022 Mid-South Lists…

    • November 9, 2022

      Phelps Welcomes James Pettis to Trusts & Estates Group in Jackson…

    • August 18, 2022

      Best Lawyers in America Selects 158 Phelps Lawyers, Names 10 "Lawyer of the Year," Adds 40 to "Ones to Watch" List…

    • July 12, 2022

      NOBA Presents Meet the Orleans Parish Tax Assessor CLE…

    • June 1, 2022

      Chambers USA 2022 Ranks 19 Phelps Practice Areas and 56 Lawyers…

    • August 11, 2021

      Early Impacts of 4% Floor Include Price Dip and More Competition…

    • May 20, 2021

      Chambers USA 2021 Ranks 18 Phelps Practice Areas and 52 Lawyers…

    • April 23, 2021

      Phelps Represents Bollinger Shipyards in $28.6 Million Acquisition of Gulf Island Fabrication’s Shipyard Division…

    • March 8, 2021

      Employee Retention Tax Credit Expands to Help More Businesses…

    • April 3, 2020

      Breaking Down the Tax Provisions in the CARES Act…

    • September 5, 2018

      Phelps Dunbar Advises Renasant Corporation in $474 Million Acquisition of Brand Group Holdings…

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