Tax partners at Greenberg Traurig engaged Caliber to assist their client in a gift tax audit by the IRS. The client had received a notice of deficiency on the valuation of a partnership interest in a partnership holding commercial and residential mortgages.
We reviewed GT’s client’s financial information and prepared a presentation for the IRS examination team and follow-on presentation to Appeals. Our experience with taxpayer representation throughout the controversy spectrum (from exam through US Tax Court) allows us to efficiently represent GTs clients with a solid understanding of the manner of engagement and the level of support needed at each stage of the controversy.
Caliber is frequently retained by law firms to assist their clients with Tax Services.