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Dale B. Cazes (Ll.M. Tax) personal email
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I am a Martindale-Hubbell AV-rated tax, estate planning and business law attorney with over 22 years experience.I am experienced and committed to providing smart, creative legal solutions to you, your family, and your business involving:The creation, planning and evolution of your business or related interests•Business Entity Formation•Capitalization + Funding•Tax Planning (Local, State + Federal)•Business Planning•Estate + Wealth Transfer Planning (Wills, Trusts + Other Wealth Transfer Tax Planning Strategies, such as IDGTs and Family LLCs)•Charitable Giving (Charitable Trusts, Private Foundations + 501(c)(3)'s)•Succession Planning•Exit Strategy Planning + ExecutionThe transactional, operational or people issues confronting you and your business•Buy-Sell•Negotiation + Drafting of Contracts•Mergers, Acquisitions + Related Transactions•Lending + Finance•Real Estate•Executive Compensation + Retirement Planning•Risk Management•Employee vs. Independent Contractor•Non-Compete, Non-Solicitation + Confidentiality IssuesThe resolution of your individual and business tax problems through•Tax Protest with Oklahoma Tax Commission + IRS•Tax Appeal with IRS•Tax Litigation in District Court + before U.S. Tax Court•Offer in Compromise•Installment Agreement•Currently Not Collectible•Waiver of Penalties and InterestTax counsel to you and your business regarding•Lien and levy releases•Tax Audits•Payroll (941) Taxes•Trust Fund Recovery Penalty Defense•Innocent Spouse Defense•Refund ClaimsThe resolution of individual, business, trust and estate disputes through•Negotiation + Settlement•Mediation•Litigation•Arbitration•AppealsI can help you decide what you need, and size and deliver the right solutions to handle your legal needs. I pride myself in providing practical legal advice and advocacy to individuals, families and their businesses at whatever stage of the business life cycle, from start-up to developing to mature businesses.
Cazes Tax Law
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Tax And Business LawyerCazes Tax LawOklahoma City, Ok, Us
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Tax & Business LawyerCazes Tax Law Jul 2015 - PresentI am a Martindale-Hubbell AV-rated tax, estate planning and business law attorney with over 22 years experience.I am experienced and committed to providing smart, creative legal solutions to you, your family, and your business involving:The creation, planning and evolution of your business or related interests•Business Entity Formation•Capitalization + Funding•Tax Planning (Local, State + Federal)•Business Planning•Estate + Wealth Transfer Planning (Wills, Trusts + Other Wealth Transfer Tax Planning Strategies, such as IDGTs and Family LLCs)•Charitable Giving (Charitable Trusts, Private Foundations + 501(c)(3)'s)•Succession Planning•Exit Strategy Planning + ExecutionThe transactional, operational or people issues confronting you and your business•Buy-Sell•Negotiation + Drafting of Contracts•Mergers, Acquisitions + Related Transactions•Lending + Finance•Real Estate•Executive Compensation + Retirement Planning•Risk Management•Employee vs. Independent Contractor•Non-Compete, Non-Solicitation + Confidentiality IssuesThe resolution of your individual and business tax problems through•Tax Protest with Oklahoma Tax Commission + IRS•Tax Appeal with IRS•Tax Litigation in District Court + before U.S. Tax Court•Offer in Compromise•Installment Agreement•Currently Not Collectible•Waiver of Penalties and InterestTax counsel to you and your business regarding•Lien and levy releases•Tax Audits•Payroll (941) Taxes•Trust Fund Recovery Penalty Defense•Innocent Spouse Defense•Refund ClaimsThe resolution of individual, business, trust and estate disputes through•Negotiation + Settlement•Mediation•Litigation•Arbitration•AppealsI can help you decide what you need, and size and deliver the right solutions to handle your legal needs. I pride myself in providing practical legal advice and advocacy to individuals, families and their businesses at whatever stage of the business life cycle, from start-up to developing to mature businesses.
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Tax & Business LawyerThe Business Law Group Jul 2015 - PresentOklahoma City, Oklahoma AreaI concentrate my practice on representing businesses and individuals with business needs in a wide range of matters including general tax planning; estate planning; local, state and federal taxation; tax structuring of business transactions; tax controversy and litigation; executive compensation including strategies, plan design and compliance issues; and all areas of federal and state civil litigation including contract disputes, collection matters, employment law, probate administration and guardianship as well as other areas of general law.I advise clients regarding corporate and general business matters including choice of entity, reorganizations, dissolutions, advising clients as to the best structure in which to hold existing assets in order to protect such assets from creditors and the effects of tax planning with limited partnerships, corporations and limited liability companies.I have successfully represented individuals and businesses in audit exams and tax disputes with the IRS and the Oklahoma Tax Commission as well as before the U.S. Tax Court and federal district courts. I have been lead trial counsel in federal litigation brought in Federal District Court.My practice is also dedicated to family wealth transfer and estate planning including the drafting of wills, revocable trusts, life insurance trusts, and children’s trusts, advance health care directives, and durable powers of attorney, and I utilize a number of sophisticated wealth transfer tax planning strategies, including family limited liability companies/partnerships, sales to grantor trusts, charitable trusts, and valuation discount planning. I work with individuals and fiduciaries on the management and settlement of trusts and estates, including probate administration, guardianships, and the preparation of estate and gift tax returns, and I have served as an expert witness in several trust litigation cases.
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PartnerCazes Roberts, Pllc Jul 2015 - Jun 2021Oklahoma City, Oklahoma AreaI am a Martindale-Hubbell AV-rated tax, estate planning and business law attorney with 17 years experience.I am experienced and committed to providing smart, creative legal solutions to you, your family, and your business involving:The creation, planning and evolution of your business or related interests•Business Entity Formation•Capitalization + Funding•Tax Planning (Local, State + Federal)•Business Planning•Estate + Wealth Transfer Planning (Wills, Trusts + Other Wealth Transfer Tax Planning Strategies, such as IDGTs and Family LLCs)•Charitable Giving (Charitable Trusts, Private Foundations + 501(c)(3)'s)•Succession Planning•Exit Strategy Planning + ExecutionThe transactional, operational or people issues confronting you and your business•Buy-Sell•Negotiation + Drafting of Contracts•Mergers, Acquisitions + Related Transactions•Lending + Finance•Real Estate•Executive Compensation + Retirement Planning•Risk Management•Employee vs. Independent Contractor•Non-Compete, Non-Solicitation + Confidentiality IssuesThe resolution of your individual and business tax problems through•Tax Protest with Oklahoma Tax Commission + IRS•Tax Appeal with IRS•Tax Litigation in District Court + before U.S. Tax Court•Offer in Compromise•Installment Agreement•Currently Not Collectible•Waiver of Penalties and InterestTax counsel to you and your business regarding•Lien and levy releases•Tax Audits•Payroll (941) Taxes•Trust Fund Recovery Penalty Defense•Innocent Spouse Defense•Refund ClaimsThe resolution of individual, business, trust and estate disputes through•Negotiation + Settlement•Mediation•Litigation•Arbitration•AppealsI can help you decide what you need, and size and deliver the right solutions to handle your legal needs. I pride myself in providing practical legal advice and advocacy to individuals, families and their businesses at whatever stage of the business life cycle, from start-up to developing to mature businesses.
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Of CounselResolution Legal Group Oct 2014 - Jul 2015Oklahoma City, Oklahoma AreaWhile at Resolution Legal Group, I represented individuals, privately-held businesses, and publicly-traded companies and their executives in the areas of tax and business planning, family wealth and estate planning, business succession planning, retirement planning and executive compensation, Federal and state tax disputes, business transactions, civil and business litigation, real estate transactions, leasing and finance, and local, state and federal taxation.I structured complex business entities, such as oil and gas tax drilling partnerships, formed tax-exempt organizations, completed stock and asset purchases and sales, worked on complex real estate transactions, including historical tax credit projects, developed exit and succession strategies for business owners through the implementation of buy-sell agreements, and advised clients as to the best structure in which to hold their existing assets in order to protect them from creditors and the effects of tax planning with limited partnerships, corporations, and limited liability companies.I also represented both individuals and businesses in tax disputes with the Internal Revenue Service and the Oklahoma Tax Commission, as well as before the United States Tax Court. Additionally, I engaged in family wealth and estate planning, including revocable trusts and irrevocable trusts, and sophisticated wealth transfer tax planning strategies, such as family limited partnerships and family limited liability companies.Finally, I worked with individuals and fiduciaries on the management and settlement of trusts and estates, including probate administration, guardianships, and the preparation of estate and gift tax returns. -
Founder/Co-Managing PartnerCazes, Looby, Resides & Jarvis, Pllc Jan 2009 - Feb 2013Oklahoma City, Oklahoma AreaFounding member and co-managing partner of firm with primary focus on: (1) federal & state taxation issues; (2) tax controversy & litigation; (3) civil & business litigation; (4) wills & trusts; (5) real estate; (6) business formation; (7) corporate & partnership law; (8) personal injury/medical malpractice; (9) products liability; and (10) family law.Successfully reduced sales tax liability imposed upon client by the Oklahoma Tax Commission.Successfully eliminated employment tax liability imposed upon client by the IRS.Successfully reduced income tax liability imposed upon client by the IRS.Successfully reduced income tax liability imposed upon client by the Oklahoma Tax Commission.Successfully reduced income tax liability imposed upon client by the IRS through Offer in Compromise (Doubt as to Collectability).Successfully eliminated penalty and interest imposed upon client by the IRS.Successfully eliminated penalty and interest imposed upon client by the Oklahoma Tax Commission.
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Risk Management Consultant In Mergers & Acquisitions GroupArthur J. Gallagher & Co. May 2007 - Dec 2008Oklahoma City, Oklahoma AreaProvided risk management consulting to U.S. and multi-national companies using both commercial insurance and alternative risk financing vehiclesConducted risk management and insurance due diligence for acquiring companies with respect to merger and acquisition targets.Areas of expertise included risk identification and measurement, self-insurance feasibility studies, insurance coverage analysis, captive insurance review and feasibility studies, and assistance with contract negotiations.Provided risk management and insurance due diligence consultation to global private equity firm's $800 million acquisition of multi-national company engaged in the early education and childcare industry.Performed captive insurance feasibility assessment, and designed and implemented a captive insurance program for an Oklahoma-based closely-held corporation. -
Tax AttorneyPhillips Murrah Jun 1999 - Apr 2007Oklahoma City, OklahomaRepresented individuals, privately held businesses and public companies in the areas of business and tax planning, tax-advantaged activities, complex business transactions, family wealth and estate planning, and local, state and federal taxation.Structured complex business entities and tax-exempt organizations, completed stock and asset acquisitions, worked on complex mergers and acquisitions, and advised clients as to the best structure in which to hold existing assets.Represented both individuals and businesses in tax disputes with the Internal Revenue Service and the Oklahoma Tax Commission, as well as before the United States Tax Court.
Dale B. Cazes (Ll.M. Tax) Skills
Dale B. Cazes (Ll.M. Tax) Education Details
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Tax Law/Taxation -
Bachelor Of Science (B.S.)
Frequently Asked Questions about Dale B. Cazes (Ll.M. Tax)
What company does Dale B. Cazes (Ll.M. Tax) work for?
Dale B. Cazes (Ll.M. Tax) works for Cazes Tax Law
What is Dale B. Cazes (Ll.M. Tax)'s role at the current company?
Dale B. Cazes (Ll.M. Tax)'s current role is Tax and Business Lawyer.
What is Dale B. Cazes (Ll.M. Tax)'s email address?
Dale B. Cazes (Ll.M. Tax)'s email address is da****@****law.com
What is Dale B. Cazes (Ll.M. Tax)'s direct phone number?
Dale B. Cazes (Ll.M. Tax)'s direct phone number is +140562*****
What schools did Dale B. Cazes (Ll.M. Tax) attend?
Dale B. Cazes (Ll.M. Tax) attended Southern Methodist University Dedman School Of Law, Oklahoma City University School Of Law, University Of Florida.
What skills is Dale B. Cazes (Ll.M. Tax) known for?
Dale B. Cazes (Ll.M. Tax) has skills like Civil Litigation, Legal Writing, Litigation, Commercial Litigation, Trusts, Estate Planning, Corporate Law, Wills, Mergers And Acquisitions, Legal Research, Courts, Cpa.
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