The following is a list of some of the practice areas and clients handled by this office. Please contact William Funk regarding additional matters.

• Individuals
• Audits
• Assessments
• Expatriation
• Liens
• Levies
• Offers in Compromise
• Garnishment of Wages
• Innocent Spouse
• Installment Agreements
• Non-filers
• Penalty Abatement (Forms 5472, 3520 and others)
• Residence Planning and Audits
• Trust Fund Recovery Penalties
• Whistleblower Claims
• Voluntary Disclosures
• FBARs/FATCA
• Reportable Transactions
• Tax Residency Certificates
• Businesses
• Cryptocurrency Taxation
• COVID-19 Related Legislation and Issues
• Disputes with Tax Authorities and Tax Litigation
• Choice of Business Entity
• Corporate Inversions
• Partnership Allocations
• SAFE Agreements and Convertible Debt
• Foreign Tax Credit Planning
• Fuel Excise Tax
• Tax Credit Project Financing
• Executive Compensation Planning and Deferred Compensation
• Net Operating Loss Planning
• Operations
• Purchase and Sale Agreements
• Refinancings
• Debt Workouts
• Mergers and Acquisitions
• Exit Strategy
• Qualified Stock Purchases (§338)
• State and Local Tax Planning
• Restricted Equity
• Golden Parachutes
• Qualified Small Business Stock (§1202)
• Unincorporated Business Tax
• Commercial Rent Tax
• Real Property Transfer Tax
• Worker Classifications
• Fringe Benefits
• S Corp Election and Compliance
• Nonprofits
• Organization/Incorporation
• Applications for Tax Exemption
• Executive Compensation
• Compliance
• Expenditure Responsibility
• Unrelated Business Income Tax
• Dissolution
• Trade Associations
• Benefit Corporations
• Private Foundation/Public Charity Classification
• Private Benefit Rules
• Excise Taxes
• Funds
• Mutual Funds
• Real Estate Investment Trusts
• Hedge Funds
• Private Equity Funds
• Sovereign Wealth Funds
• Portfolio Investments
• Financial Instruments
• Cross-Border Investments and Operations
• Liquidating Trusts
• Cryptocurrency Taxation
• Foreign/International
• FBAR/FATCA Compliance
• Foreign Tax Credit Planning
• Cross-Border Investments, Mergers & Acquisitions, and Operations
• Intellectual Property Transfers
• GILTI and FDII
• Tax Treaty Planning and Withholding Taxes
• Cryptocurrency Taxation
• Tax Residency Certificates
• Penalty Abatement (Forms 5472, 3520 and others)
• PFIC Elections