The attorneys of Egerton McAfee offer a substantial amount of expertise in tax planning and representation of clients before the Internal Revenue Service. The tax planning services facilitate the activities of the firm’s transactional practice groups, especially in the areas of mergers and acquisitions, entity formation and corporate finance. The compliance aspects of the practice group include audit and appeals representation, offers-in-compromise and installment payment structures. In addition to transactional support, the firm possesses significant expertise in the formation and operation of tax-exempt entities.

Egerton McAfee represents financial institutions in connection with commercial lending (secured and unsecured), loan syndications and participations, new bank formations, mergers, acquisitions, contracts, regulatory matters, customer matters and governmental compliance. The firm regularly serves as counsel for out-of-state financial institutions needing local or special counsel in connection with multi-state transactions. The firm also represents trust departments of financial institutions in issues related to trust administration and compliance.