Shumaker tax lawyers make the tax laws work for our clients, providing them a comprehensive set of services that integrates tax planning, transactional assistance and tax controversy resolution.  We provide tax advice and representation to for-profit and nonprofit businesses and individuals at the federal, state and local levels.  Our emphasis is on creative guidance that helps achieve business and financial objectives while maximizing tax advantages and minimizing tax liabilities. Because every level of government and taxing authority (international, federal, state, municipal and local) has its own tax objectives, organization and statutes, we keep abreast of the constantly changing law and regulations and are known for interpreting them with skill and insight.

What Makes Us Different

With Shumaker’s extremely diverse business tax clientele, we have experience with a broad range of complex tax issues in an array of industries.  Our guidance on concerns such as the structuring of sophisticated acquisition and financing transactions for domestic and foreign companies, the organization of business activities for U.S. and non-U.S. enterprises to achieve optimal foreign, federal, state and local tax outcomes, the resolution of audits and disputes with tax authorities, and compliance with filing and reporting requirements in the U.S. and abroad are all customized to each client’s specific needs. We employ an entrepreneurial, practical approach to addressing our clients’ tax issues, reflecting business realities for large and small companies alike. 

Our lawyers also work with a diversity of nonprofit organizations, including large health care systems, so no tax issue involving the tax exempt area is new to us.  Frequently we find that our experience in dealing with legal issues in one nonprofit sector enables us to help our clients in other sectors more effectively with their tax problems.  We place primary emphasis on maintaining our clients’ tax-exempt status, but also take a wider view that integrates tax planning, transactional assistance, employment law and employee benefit advice, and general business guidance.

Our Clients

  • Publicly owned corporations
  • Private and family-owned companies
  • Private equity funds
  • Real estate ventures
  • Professional associations
  • Financial institutions
  • Co-operatives
  • Nonprofit organizations
  • High net worth individuals and families

Why You Benefit

The primary goal of our tax lawyers is to achieve your business, organizational or personal goals while minimizing overall tax costs. To accomplish that, we work closely with our clients and their accountants, financial planners and business advisers. With our years of experience representing both small and large companies, nonprofits of every type (including large health care systems), and individuals and families with complex tax needs, we often can suggest new methods of limiting tax exposure with which other professional counselors might not be familiar. 

Core Services

  • Business, nonprofit organization and individual tax planning.
  • Choice of entity decisions.
  • Structuring and planning of taxable and non-taxable business reorganizations, acquisitions and dispositions.
  • Integrated tax and estate planning advice for business owners and high net worth individuals.
  • Representation before the IRS in civil audit and appellate conference proceedings.
  • Taxpayer advocacy in the U.S. Tax Court and the U.S. District and Appellate Courts.
  • Resolution of controversies over assessment of sales and use taxes, employment taxes, property taxes, commercial activity, gross receipts, and all types of other state and local taxes.

What You Can Expect From Shumaker

Shumaker’s tax lawyers use their knowledge and experience to craft practical, creative solutions to tax issues faced by our clients.  We have a “can do” attitude that focuses on solving tax problems rather than creating them.  Whether it be choosing between a C corporation, S corporation, partnership or limited liability upon creation of a business, dealing with organizational, operational and financing issues, or developing the most effective structure for the acquisition or sale of a business, Shumaker’s tax lawyers work to efficiently and effectively maximize client value by minimizing exposure to liability for tax.

Tax disputes can be troubling matters with potentially dire financial consequences. Shumaker’s tax lawyers work doggedly to protect our clients’ interests in tax audits and appeals at the federal, state and local level.  We represent clients in controversies concerning every type of tax, including income, employment, estate and gift, sales and use, commercial activity and gross receipts taxes.  We use our knowledge and experience to take a firm, but pragmatic approach that in most cases allows us to achieve the right kind of settlements on behalf of our clients.

But if settlement is not possible, we are vigorous advocates for our clients at trial.  Similarly, we can offer customized support in pursuing tax reductions before local government Boards of Revision and Board of Tax Appeals. And, although these strengths are central to our practice, those clients that rely on us for skillful tax planning often never have to use them.

News Releases

01.09.2017Shumaker Attorneys Named Business North Carolina's 2017 "Legal Elite"
11.16.2016Shumaker Earns National and Regional Rankings from U.S. News – Best Lawyers® 2017
11.07.2016Dave Slenn Spoke at 2016 Arizona Asset Protection Symposium
10.26.2016Dave Slenn Spoke at the 2016 Tax & Estate Planning Forum
10.21.2016Warren P. Kean Addresses The New Partnership Audit Rules 2016 LLC Institute
10.13.2016David J. Slenn joins Shumaker, Loop & Kendrick, LLP
10.13.2016Warren P. Kean Addresses S Corporations at the Florida Bar 2016 Fall Meeting
10.11.2016Andrea M. Ackley Joins Shumaker
01.20.2016Warren Kean, Panelist for ABA Business Law and Tax Sections Webinar
01.04.2016Shumaker, Loop & Kendrick, LLP Attorney Gregory M. Marks Named Best Lawyers in America 2016 Lawyer of the Year
11.12.2015Shumaker Earns “Best Law Firm” Rankings from U.S. News – Best Lawyers® 2016
04.23.2015Warren P. Kean to Present at the 14th Annual North Carolina/South Carolina/Georgia Tax Section Workshop
04.13.2015Warren P. Kean to Present at University of North Carolina School of Law’s J. Nelson Young Tax Institute 2015
11.03.2014Shumaker, Loop & Kendrick, LLP Receives Metropolitan First-Tier Rankings in U.S. News – Best Lawyers® “Best Law Firms” for 2015
10.22.2014Richard Q. Lewis, III Named to Sarasota Memorial Healthcare Foundation Audit Committee
08.22.2014John P. Dombrowski Joins Shumaker, Loop & Kendrick, LLP
06.12.2014Warren P. Kean Joins Shumaker, Loop & Kendrick, LLP
05.05.2014William R. Swindle Spoke to Suncoast Estate Planning Council
04.24.2014William R. Swindle Named to Tax Certification Committee of The Florida Bar
12.03.2013Sarasota Attorney Leaves His Mark on Florida Business Law
11.06.2013Shumaker, Loop & Kendrick, LLP Receives Metropolitan First-Tier Rankings in U.S. News – Best Lawyers® “Best Law Firms” for 2014
06.11.2013Cherly L. Gordon Named Chair of Board of Directors of The Education Foundation
11.05.2012Shumaker, Loop & Kendrick, LLP Ranked Among “Best Law Firms” in U.S. News Media Group and Best Lawyers® Guide


01.20.2017Client Alert: New Revenue Procedure 2017-13 Provides Clarification of Safe Harbors for Management Contracts of Tax-Exempt Financed Facilities
12.29.2016"IRS Compliance Focus: The Excise Tax on Heavy Trucks"
09.06.2016Update to August 24th Safe Harbors Client Alert - NEW TRANSITION PERIOD
08.24.2016Client Alert: New Safe Harbors for Management Contracts of Tax-Exempt Financed Facilities
06.29.2016"New Tax Law Allows Some to Avoid Paying Tax on the Sale of their Business"
March/April 2016"Encouraging Investment in Small Businesses:  Tax Law Allows Avoidance of Tax on the Sale of a Business," Greater Charotte Biz magazine, March/April 2016
01.19.2016"Understanding How the PATH Act Impacts Section 831(b) Captives," LISI Asset Protection Newsletter #312
11.23.2015"FATCA Compliance: Documentation for an Investment Fund"
10.19.2015"R.V.I Guaranty Company & Subsidiaries v. Commissioner: Tax Court Rules in Favor of Insurance Company Selling Residual Value," LISI Asset Protection Planning Newsletter #309
06.09.2015"Ohio Brightens its Bright-Line Test"
12.08.2014"Dillard v. Schlussel: Estate Planning Defense Insufficient to Prevent Finding of Fraudulent Transfer," LISI Asset Protection Planning Newsletter #275
12.01.2014"Staffing Companies and their Clients Face Significant Sales Tax Risk"
November/December 2014"U.S. Supreme Court Highlights New Concerns in Naming IRA Beneficiary," Pratt's Journal of Bankruptcy Law
09.08.2014"In re Castellano: A Wake-Up Call for Self-Settled Trusts and Spendthrift Provisions," LISI Asset Protection Planning Newsletter #258
08.05.2014"In re Icenhower," LISI Asset Protection Newsletter, #255
04.08.2014"IRS Noose Starting to Tighten on Sham Captive Risk Pools," LISI Asset Protection Planning Newsletter #242
02.03.2014"Matter of Morris," LISI Asset Protection Planning Newsletter #236
10.10.2013"In re Cutuli: $10 Million in Punitive Damages Result After Financially-Distressed Clients Seek Asset Protection Advice," LISI Asset Protection Planning Newsletter #229
05.23.2013"Transfer Taxes after the Taxpayer Relief Act of 2012"
05.23.2013"Tax Planning for the 'New Normal'"
05.20.2013"Florida Adopts New LLC Act News Alert"
09.12.2012"Kenrob: Planning Opportunity Presented for Owners of Pass Through Entities," LISI Asset Protection Planning Newsletter #208
05.01.2012"Recent Cases Highlight Importance of Observing Requirements and Restrictions Imposed on S Corporations"
07.21.2011"Hirchert," LISI Asset Protection Planning Newsletter #182
02.15.2011"Super Creditors: When Special Collection Powers Trump Debtor Protections," Bankruptcy Law, Bloomberg Law Reports
09.10.2010"Taxation Alert" - September 2010
07.01.2008"Beware Hazards When Calculating N.C. Unemployment Insurance Tax"
07.14.2005"ALERT: IRS Circular 230 Requires Fundamental Changes in the Communication of Tax Advice to Clients."


12.29.2016"insights" Newsletter - December 2016
06.24.2016"insights" Newsletter - June 2016
Autumn 2015"insights" Newsletter - Autumn 2015
06.10.2015"The Estate Planner" – July/August 2015
Spring 2015"insights' Newsletter - Spring 2015
03.01.2015"The Estate Planner" – March/April 2015
01.01.2015"The Estate Planner" – January/February 2015
11.01.2014"The Estate Planner" – November/December 2014
09.01.2014"The Estate Planner" – September/October 2014
07.01.2014"The Estate Planner" – July/August 2014
05.01.2014"The Estate Planner" – May/June 2014
03.01.2014"The Estate Planner" – March/April 2014
01.01.2014"The Estate Planner" – January/February 2014
11.01.2013"The Estate Planner" – November/December 2013
09.01.2013"The Estate Planner" – September/October 2013
07.01.2013"The Estate Planner" – July/August 2013
Spring 2013"insights" Newsletter - Spring 2013
05.01.2013"The Estate Planner" – May/June 2013
03.01.2013"The Estate Planner" – March/April 2013
01.30.2013"The Estate Planner" – January/February 2013
11.06.2012"The Estate Planner" – November/December 2012
11.06.2012"Estate Planning News Alert" - November 2012
09.01.2012"The Estate Planner" – September/October 2012
07.01.2012"The Estate Planner" – July/August 2012
05.01.2012"The Estate Planner" – May/June 2012
03.01.2012"The Estate Planner" – March/April 2012
01.19.2012"The Estate Planner" – January/February 2012
11.01.2011"The Estate Planner" – November/December 2011
09.01.2011"The Estate Planner" – September/October 2011
06.30.2011"The Estate Planner" – July/August 2011
04.20.2011"The Estate Planner" – May/June 2011
03.01.2011"The Estate Planner" – March/April 2011
01.01.2011“The Estate Planner” – January/February 2011
11.01.2010"The Estate Planner" – November/December 2010
09.01.2010"The Estate Planner" – September/October 2010
07.01.2010"The Estate Planner" – July/August 2010
05.01.2010"The Estate Planner" – May/June 2010
11.01.2009"The Estate Planner" - November/December 2009
08.11.2009"The Estate Planner" - September/October 2009

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