A key strength of the practice lies in our tax capabilities. Clients benefit from sophisticated tax planning services that go beyond compliance and look holistically at long-term outcomes. We advise on complex federal, state, and international tax matters, always with the goal of positioning clients for lasting financial efficiency and regulatory alignment. Our work covers partnership tax strategies, tax credit finance, 1031 like-kind exchanges, opportunity zone structuring, and tax implications of mergers, acquisitions, and divestitures. We also guide clients through IRS and DOR disputes, leveraging our deep understanding of tax law to resolve matters effectively and with minimal disruption.

We have a robust business transactional practice, with a particular emphasis on mergers and acquisitions.  Whether it is helping our clients grow through strategic acquisitions or assisting our business owner clients with a successful exit transaction, we partner with our clients, their accountants, investment bankers and other key advisors to help them achieve their goals.

Rubin Rudman attorneys are experienced in working with both domestic and international clients on U.S.-based and cross-border matters. Our team includes attorneys who have served in-house, led compliance for investment firms, and represented broker-dealers and institutional investors in private offerings and regulatory inquiries. We bring this real-world perspective to every engagement, offering legally sound and commercially practical advice.

Our firm is known for helping closely-held and family business owners navigate complex succession planning and generational transitions. We work closely with our clients’ accountants, wealth managers, and financial advisors to develop tax-efficient strategies that preserve business value and reduce estate tax exposure. Many clients have relied on us for decades, trusting us to protect what they’ve built and plan for what’s next.

As a full-service law firm, Rubin Rudman offers clients integrated support across disciplines. When matters intersect with employment law, litigation, real estate, environmental compliance, or trusts and estates, we quickly assemble the right team to provide seamless, coordinated advice. This collaborative approach enhances efficiency and strengthens outcomes, particularly in transactions or situations where timing and alignment are critical.

Across all areas of our Corporate, Business and Tax work, our attorneys operate with focus, integrity, and agility. We translate legal complexity into clarity. We speak in plain terms. And above all, we put our clients’ success at the center of everything we do.