Real Estate Tax and Tax Assessment Appeals

Real Estate

  • Print This Page Email This Page

Stevens & Lee provides clients with proactive solutions to a full spectrum of tax issues involving real estate. We represent clients in matters involving federal, state and local real estate taxation. Specific areas include:

  • Ad valorem real estate tax assessments
  • Realty transfer (documentary stamp) taxes
  • Use and occupancy taxes
  • Real estate tax exemptions, including the defense of tax exemptions for non-profit entities
  • Tax abatement programs
  • IRC § 1031 exchanges
  • Tax credit syndications
  • Income, franchise, gross receipts and business privilege taxes on real estate companies
  • Payroll taxes and tax reporting requirements for real estate companies
  • Estate, inheritance and gift tax implications of real estate interests
  • Representation at all level of tax appeals

We also assist clients in obtaining letter rulings and tax advantaged zones and designations. We are experienced in drafting tax ordinances and in negotiating payment-in-lieu of tax agreements (PILOTs), including real estate PILOTs between non-profits and government entities.

Stevens & Lee has represented clients in numerous tax assessment and exemption appeal cases ranging from reviewing and evaluating each appeal, to representing clients before administrative and quasi-judicial appeal boards and in local and state courts. Several of our attorneys have extensive experience in dealing with real estate appraisers, consultants and other experts employed in the tax assessment and exemption appeal process.

Buck_Steve

Steven D. Buck

Shareholder

sdb@stevenslee.com

vcard

Reading: 610.478.2273

Grubb_Rich

Richard L. Grubb

Shareholder

rlgr@stevenslee.com

vcard

Harrisburg Market Square: 717.255.7362

Heinz_Ambrose

Ambrose W. Heinz

Associate

awh@stevenslee.com

vcard

Harrisburg Market Square: 717.255.7377

Kennedy_Ryan

Ryan P. Kennedy

Of Counsel

rpke@stevenslee.com

vcard

Princeton: 609.243.6424

Kratz_Jamie

James F. Kratz

Associate

jfk@stevenslee.com

vcard

Allentown: 610.997.5065

Lane_Bob

Robert D. Lane, Jr.

Shareholder

rdl@stevenslee.com

vcard

Philadelphia: 215.751.2867

Lucas_Ron

Ronald M. Lucas

Partner

roml@stevenslee.com

vcard

Harrisburg Market Square: 717.255.7352

Marles_Blake

Blake C. Marles

Shareholder

bcm@stevenslee.com

vcard

Allentown: 610.997.5060

Najarian_Clint

Clinton J. Najarian

Of Counsel

cjn@stevenslee.com

vcard

Reading: 610.478.2124

Steve Spitz

Stephen A. Spitz

Of Counsel

sasp@stevenslee.com

vcard

Charleston: 843.414.5085

Suhr_Charlie

Charles M. Suhr

Shareholder

cms@stevenslee.com

vcard

Harrisburg Market Square: 717.255.7356

Tarr_Christopher

Christopher S. Tarr

Partner

cst@stevenslee.com

vcard

Princeton: 609.987.6666

Related News

Related Resources