Maxine Aaronson

Tax attorney in Dallas, TX (show on map)

4.0

★★★★☆

8 reviews

Federal Tax Planning provides specialized tax advice and legal services for businesses, owners, and executives, with expertise in federal and state tax matters.

Call (214) 220-2050

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About

Federal Tax Planning, founded by Maxine Aaronson, a Board Certified Tax Law specialist with over 40 years of experience, offers a full range of tax planning, litigation, and mediation services. The firm assists closely held businesses, executives, and affluent individuals with federal and state tax strategies, including business structuring, IRS audits, retirement planning, and asset protection.

Maxine Aaronson's expertise spans tax planning, contested tax matters, mediation, and charitable organization tax exemptions, supported by a team-oriented approach that collaborates closely with clients' other professional advisors.

Board Certified Tax Law Specialist

Extensive experience in tax planning and litigation

Active mediation practice

Recognition as a Fellow of the American College of Tax Counsel

AV Preeminent rating by Martindale-Hubbell

Texas SuperLawyer recipient

Services

Business Tax Planning

Comprehensive tax planning for businesses, including startup advice, transaction analysis, tax-efficient strategies, and succession planning.

Startup operations advice Transaction analysis Tax-efficient strategy development Succession planning

Individual Tax Planning

Tax planning for affluent individuals to meet personal financial objectives with tax advantages, including wealth preservation and retirement planning.

Personal financial objective alignment Collaboration with other professional advisors Use of partnerships, LLCs, corporations, and trusts Estate planning and marital agreements Taxation of lawsuit damages and AMT planning

Charitable and Tax-Exempt Organizations

Representation and advice on forming, operating, and winding up tax-exempt organizations, including exemption applications and compliance issues.

Formation and expansion of tax-exempt entities Federal, state, and local tax exemption assistance Joint venture and partnership advice for tax-exempt and taxable entities Compliance with unrelated business taxable income and excise taxes

Employee Benefit Plans and Accounts

Advisory services on qualified retirement plans, IRAs, and other tax-deferred arrangements, including plan administration and fiduciary advice.

Qualified plan selection and drafting IRA and tax-deferred arrangement advice Health, accident, and life insurance plan guidance Health Savings Accounts and COBRA/HIPAA compliance Plan fiduciary administration assistance

Contested Tax Matters

Litigation and negotiation services for tax disputes with the IRS and state tax authorities, including audits and tax controversies.

Negotiation and litigation with IRS and state tax authorities Audit representation and resolution Tax controversy management

Mediation

Mediation services for complex tax, business, and commercial matters, with expertise in IRS and state tax case resolutions.

Mediation of complex tax and business matters Experience with IRS and state tax case mediation Efficient resolution of disputes

Credentials & Certifications

Board Certified in Tax Law by the Texas Board of Legal Specialization

Since 1986

Fellow of the American College of Tax Counsel

AV Preeminent rating by Martindale-Hubbell

Texas SuperLawyer (10-year recipient)

Reviews

Rating

★★★★☆

Reviews

"On-site services"

Frequently Asked Questions

What is the purpose of self-employment tax? +

The Internal Revenue Service requires certain individuals who have a trade or business to pay self-employment tax primarily for Social Security and Medicare withholdings.

When is a taxpayer excused from penalties for failing to file a tax return or pay a tax? +

A taxpayer is excused from penalties for failure to file or pay if they demonstrate reasonable cause for the failure.

What is the definition of a guardianship? +

A guardianship is an arrangement where a minor is assigned a legal guardian due to a parent's inability to care for the minor or because the existing guardian is incompetent.

How are trusts and powers of attorney related? +

A durable power of attorney allows someone designated by the individual to make decisions regarding property management or health care if the individual becomes incapacitated, often used in conjunction with trusts for estate planning.