Tax
Research, structure, and defend the position
Answer a tax question with cited authority, compare the consequences of each structure, and respond to an assessment with the record assembled.
Tax work is the memo, the structure, and the response
The value is in a position you can defend: a memo backed by authority, a structure you can stand behind, and a clean response when the authority asks. Bufete produces all three.
Research & memos
Answer the question with cited authority
Resolve a tax question against the governing code and rulings, and turn the answer into the memo in your house format.
- Answers citing the code section and the ruling
- Memo drafted in your house format
- Compares the treatment across jurisdictions
Structuring
Lay out the consequences of a transaction
Work through the tax consequences of a structure step by step and back the chosen path with a supporting opinion.
- Compares the consequences of each structure option
- Pulls the governing provision for each step
- Drafts the supporting opinion
Audits & disputes
Respond to an assessment or information request
Build the response from the client’s records and argue it on the provision and the precedent, with the submission dates tracked.
- Assembles the response file from the client’s records
- Argument cited to the provision and precedent
- Tracks the submission deadlines
What it does for tax practice
Backed by source
Every memo cites the code and the ruling it rests on.
Defensible structures
Each step is tied to the governing provision.
Responses on time
Audit and dispute submissions go out before the deadline.
Who it’s for
- Tax advisory lawyers
- Firms handling structuring and planning
- In-house tax teams