Corporate and Tax

Business decisions often carry legal and tax implications at the same time. We help companies consider both, from day-to-day operations through major transactions and ownership transitions.

Our focus

Legal and tax strategy aligned from the outset

Business decisions rarely fit within a single legal category. The structure chosen when a company is formed can affect its flexibility years later, while the terms of a transaction may shape the result for both the business and its owners. We help clients consider those consequences together before commitments are made.

We advise businesses throughout their lifecycle, beginning with formation and governance. Our clients include closely held companies and emerging businesses. We also counsel publicly traded organizations. Some rely on us for ongoing corporate guidance, while others engage us for a financing or significant transaction.

Tax planning is integrated into our corporate advice from the outset. When a company raises capital or prepares for a sale, we evaluate how the structure may affect the business and its owners. This allows clients to weigh their immediate objectives against the longer-term consequences of the decision.

Corporate matters often extend into other areas of law. A transaction may raise employment or real estate questions. Others involve intellectual property or privacy concerns. We bring the appropriate attorneys into the work while keeping the business objective at the center of the strategy.

Every engagement begins with what the client is trying to accomplish. We focus on the decisions that matter now, then help establish a legal framework that can support what comes next.

We represent creditors when another party’s financial distress threatens payment or recovery. Our work includes workouts, foreclosures, and bankruptcy proceedings.

 

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We help companies establish governance structures that support sound decision-making and clear accountability. Our counsel addresses fiduciary responsibilities and ownership planning, including preparation for future transitions.

 

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We help clients select and structure entities that fit the needs of the business and its owners. The analysis considers tax treatment, liability, and the flexibility needed for future growth.

We help organizations evaluate ESG considerations that affect governance and stakeholder expectations. Our counsel reflects the company’s objectives and the requirements that apply to its business.

 

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We counsel businesses and owners on the federal tax implications of transactions and ongoing operations. Our work includes planning and guidance for informed, accurate compliance designed to support the intended business result.

 

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We represent clients before the IRS in audits, appeals, and collection matters, working to resolve federal tax disputes efficiently while protecting our clients’ interests.

We help U.S. companies plan for expansion into international markets. We also advise foreign businesses establishing or growing operations in the United States.

 

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We represent buyers and sellers in acquisitions, divestitures, and other strategic transactions. Our team helps structure the deal and manage the process through closing.

 

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We advise companies raising capital and investors deploying it. Our work includes negotiating investment terms and supporting the business after the transaction.

 

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We serve public entities and other participants in municipal finance transactions throughout Pennsylvania. Our team helps structure the financing and address the related tax or compliance requirements.

 

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We counsel issuers on securities offerings and related regulatory obligations. We also advise financial institutions and investors when securities law affects a transaction.

 

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We help businesses plan for state and local tax consequences in transactions and ongoing operations. When disputes arise, we represent clients in audits and appeals.

 

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Key Contacts

Nicole Stezar Kaylor

Nicole Stezar Kaylor

Represents family businesses and public companies in mergers and acquisitions. Advises on transactions that advance business objectives.

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Tim Finnerty

Timothy M. Finnerty

Advises closely held companies on federal tax, corporate, and estate planning, including M&A, entity formation, financing, and ownership transitions.

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How can we help?

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