Board Certified in Tax Law by the Texas Board of Legal Specialization, Maxine Aaronson has more than 30 years of experience helping clients manage the impact of federal and state taxation on their families and businesses.
She limits her practice to the following areas:
-Business and tax planning
-Structuring and documenting business transactions
-Resolving issues with the Internal Revenue Service
-Trust and estate planning
Maxine works closely with business owners and their families, helping them make tax-smart business decisions, plan for retirement, transfer wealth to children and grandchildren and structure their financial affairs to protect family assets. Her clients are primarily closely held businesses, their owners and their executives.
A PERSONAL TOUCH
Maxine takes a personal interest in her clients' businesses, often saying that her business is about helping her clients' businesses succeed and prosper. A team player who works closely with a client's in-house and outside accountants she strives to deliver quality services in the most cost effective manner. Unlike many tax lawyers practicing in larger firms, Ms. Aaronson personally handles all of the clients and cases she accepts. She likes to maintain an ongoing relationship with her business clients so that she can pro-actively advise them of potential tax pitfalls to avoid and of tax planning opportunities to seize.
As a regular part of her practice, Ms. Aaronson helps her clients prepare and execute business succession plans, set up, buy or sell businesses, handle Internal Revenue Service audits, and design and implement compensation plans and retirement savings programs for owners and key employees.
In addition to the practice of tax law, Maxine is frequently asked to serve as a mediator for other attorneys because of her ability to efficiently resolve complex tax, business and commercial matters. She also has experience working as a mediator in tax cases involving both the Internal Revenue Service and the Texas State Comptroller's Office.
600 N. Pearl St., Ste. 2170
Dallas TX 75201
The Law Office of Maxine Aaronson handles only tax, estate planning and probate matters.
BUSINESS TAX PLANNING
Maxine Aaronson handles all aspects of tax planning for businesses, including rendering advice on startup operations, financing, ownership changes, taxable and tax free acquisitions, reorganizations, spin-offs, split-ups, liquidations, dispositions and terminations of businesses. The scope of her work includes analyzing the tax consequences of proposed transactions, developing tax efficient strategies, rendering tax opinions, developing executive and professional compensation arrangements, and planning for the eventual transfer of the business to the younger generation or to outside buyers upon the retirement of the original owners.
INDIVIDUAL TAX PLANNING
Ms. Aaronson works with affluent individuals to help them meet their personal financial objectives in the most tax advantagous way. Working closely with the client's other professional advisors, she maximizes opportunities to preserve family wealth. Maxine Aaronson uses a mix of partnerships, limited liability companies, corporations, and trusts in planning for the management and transfer of personal wealth. She assists her clients with stock redemptions and corporate and partnership reorganizations, as well as charitable giving, individual tax planning, and the planning for the protection of pre-marital wealth by designing appropriate marital agreements. Ms. Aaronson also advises clients on issues arising from the taxation of lawsuit damages, the imposition of the alternative minimum tax, capital gains tax planning, like-kind exchanges, stock options and deferred compensation issues.
CHARITABLE AND OTHER TAX EXEMPT ORGANIZATIONS
Ms. Aaronson represents clients on all tax issues associated with forming, expanding, operating and winding-up tax-exempt organizations. She is adept at obtaining federal, state and local tax exemptions for religious, charitable, educational and other organizations. Maxine Aaronson also advises tax-exempt organizations involved in joint venture and partnership arrangements with taxable organizations, and counsels private foundations, charitable trusts and other exempt organizations regarding unrelated business taxable income, intermediate sanctions and other excise taxes, as well as federal and state compliance issues.
EMPLOYEE BENEFIT PLANS AND ACCOUNTS
Ms. Aaronson advises business and individual clients with respect to all types of qualified plans, Individual Retirement Accounts and other similar tax-deferred arrangements, including rabbi and secular trusts, VEBAs, stock options, SARs, and severance plans. Ms. Aaronson also advises on health, accident and life insurance plans, Health Savings Accounts, COBRA and HIPPA issues. She assists in the selection, drafting and adoption of plans for her clients and advises plan fiduciaries about ongoing administration issues, including helping them with the correction of any operational errors.
Maxine Aaronson's practice is focused on providing tax advice and tax related legal services to businesses, their owners and executives. Since 1980, Ms. Aaronson has specialized in coordinating the intricacies of the Internal Revenue Code with business law and with the personal goals of her clients. Maxine is board certified by the Texas Board of Legal Specialization, having been awarded a certificate of Special Competence in Tax Law in 1986. She uses a client-centered team approach, working closely with the client's other professional advisers to achieve an optimal result with the lowest possible tax cost to the client.
Ms. Aaronson's skills have long been recognized by her peers. Ms. Aaronson is rated "AV" by Martindale-Hubbell, the highest rating given for legal ability and ethical standards in the peer review process. She is a Fellow of the American College of Tax Counsel, an honor given to leading members of the bar who have made a significant contribution to the understanding and improvement of our tax system, and currently serves on the governing Board of Regents of that organization. She is a member of the Wolters Kluwer Legal Tax Advisory Board, a forum created for the nation's leading tax lawyers to discuss major tax law and regulatory trends. She has been named a "Texas SuperLawyer" by Thomson Reuters for the years 2004, 2005, 2007, 2008, 2009, 2010, and 2011.
Maxine Aaronson is a past chair of the Continuing Legal Education committee for the State Bar of Texas' Section of Taxation and is the current chair of the Tax Committee of the American Bar Association's Section of Dispute Resolution. She is a sought after speaker on subjects relating to business, tax and estate planning across the nation.
Southern Methodist University School of Law
Juris Doctorate, 1980