Cases

At Footer & Associates LLC we have obtained the following results:

Structuring, drafting, and negotiating a purchase/sale agreement of a closely held business along with a related sale of real estate that achieved both the legal and tax objectives of our client, the seller. Days after executing our contract, buyer defaulted and we were able to cure this issue to the benefit of our client within 48 hours.
Solving an issue for a client living abroad who was challenged and assessed by the Commonwealth of Pennsylvania for being a Pennsylvania resident while residing out of the country. We were successful in our appeal to the Pennsylvania Board of Finance and Revenue.
Successfully representing a client in a major sale of a vacation property, including drafting documents, negotiating with the buyer, and closing the transaction.
Helping numerous clients plan for estate, wealth accumulation, wealth transfer, financial planning, and retirement planning. Our services include drafting wills and trusts as well as estate administration, probate, preparation of estate and trust tax returns, and other related matters.
Negotiating numerous settlements with taxing authorities resulting in zero additional tax assessed to our clients.
Filing numerous appeals in US Tax Court and IRS Appellate arena that resulted in dismissal of audit matter.
Resolving client matters concerning the disclosure of Foreign Bank Accounts and negotiating settlement with both Civil and Criminal IRS enforcement divisions.