Ruchelman P.L.L.C. provides a wide range of tax planning and legal services. Clients include non-U.S. individuals and foreign corporations operating or investing in the U.S., foreign financial institutions doing business in the U.S. through branches, and U.S. individuals, corporations, and financial institutions operating or investing abroad.
The core practice of the Firm focuses on cross-border transactions. This includes tax advice under the international provisions of the Internal Revenue Code, analysis and advice on U.S. inbound and outbound commercial and financial transactions, advice on transfer pricing matters, and representation before the I.R.S. Ruchelman P.L.L.C. also assists clients in addressing current international reporting and compliance issues such as F.A.T.C.A.
The Firm also routinely advises non-U.S. individuals and corporations investing in the U.S. on techniques to minimize or eliminate U.S. Federal, state and local income, franchise, estate, gift and other taxes. This inbound investment practice focuses on investment in U.S. real estate, whether for personal or business use, U.S. real estate mortgages, U.S. stocks and securities, and U.S. rights to intellectual property. We also assist a client’s non-U.S. tax advisors to ensure that our suggested strategies are consistent with tax planning strategies in other countries.
The private client group of the Firm advises clients on matters related to domestic and international estate planning, charitable planned giving, trust and estate administration, and executive compensation.
The tax practice is supported by the corporate group, which provides legal representation and due diligence legal and tax analysis related to mergers, licenses, asset acquisitions, corporate reorganizations, acquisitions of real property, and estate and trust matters. The Firm advises clients, such as corporate tax departments, on management issues arising under the Sarbanes-Oxley Act and other relevant governance rules. Advice with respect to effective tax rate planning and analysis is also provided.
The members of Ruchelman P.L.L.C. actively participate in professional organizations related to the practice of the Firm. These organizations include the American Bar Association Section on Taxation, the International Fiscal Association, the International Bar Association, the Society of Trust and Estate Practitioners, the Canadian Bar Association, the International Tax Institute, the New York State Bar Association, the American College of Trust & Estate Counsel, the American Law Institute - American Bar Association, the American College of Tax Counsel, and the New York University Institute of Taxation.
The Firm is a member of the International Tax Specialist Group and Geneva Group International.
Ruchelman P.L.L.C. maintains offices in New York and Toronto. The practice of the Toronto Office is limited to U.S. law.