Milan Slak focuses his practice on business law, estate and succession planning, and all areas of taxation.
Milan works to achieve client goals in a tax efficient manner. He handles corporate, partnership, individual, and international taxation matters, and resolves tax disputes with the Internal Revenue Service and state taxing authorities. He assists clients with tax controversies including audits, administrative appeals, refund claims, penalty abatement, offers in compromise, voluntary disclosures, and civil tax litigation. He works closely with clients on tax planning initiatives and transactions involving federal and state tax law; mergers and acquisitions; capital investments; corporate, limited liability company, and partnership structuring; operation, reorganization, and termination; the use and taxation of trusts; and estate and succession planning for owners of closely held businesses and franchise owners.
Milan assists in the formation and organization of business entities, including S and C corporations, limited liability companies, and partnerships, and working with clients to structure the governing documents for these entities. He provides counsel on business transactions including mergers, acquisitions, and entity formation; corporate governance and due diligence matters; tax-exempt and conventional financings; and drafts business planning documents; contracts; and operating and shareholder agreements.
Milan also helps clients to design and implement estate, succession, and gifting plans and strategies. He drafts wills, lifetime and testamentary trusts, durable powers of attorney, and advance directives for health care. He handles all aspects of estate administration including probate, preparation of fiduciary income tax returns, estate tax returns, and inheritance tax returns.
He helps clients take maximum advantage of available investment tax credits and other tax incentives, especially solar and other renewable energy projects.
Milan also speaks locally on topics including capitalization structure, tax provisions of recent federal tax legislation; the taxation of S corporations, limited liability companies, and partnerships; and estate planning. He conducts regular Continuing Professional Education for Certified Public Accountants.