Business Details
33 Years
experience
Expert Tax and Estate Planning Legal Services in Washington, D.C.
Established in 1993, our firm brings over 35 years of specialized expertise in tax planning, estate administration, and complex tax litigation. Founded by Jane C. Bergner, a distinguished attorney with a career spanning roles at the U.S. Department of Justice and leadership positions in national tax law organizations, we combine deep legal knowledge with a commitment to personalized client service. Our practice encompasses federal and state tax controversies, wealth transfer strategies, and representation of tax-exempt entities, supported by Jane's authorship of key legal treatises and frequent recognition in peer-reviewed directories.We prioritize innovative solutions for tax audits, litigation, and estate planning, reflecting our founder's dedication to advancing taxpayer rights and community outreach initiatives. Our team's credentials include fellowships in the American College of Tax Counsel and inclusion in Best Lawyers of America, underscoring our authoritative standing in the legal field.
Services
Wealth Transfers
Estate Planning
Tax Controversies
Tax Litigation
Tax Document Preparation
Details
- Year established: 1993
Highlights and features
- Jane C. Bergner has 35+ years of experience in federal tax litigation and estate planning.
- Recognized in Best Lawyers of America and multiple Who's Who publications.
- Authored chapters in leading tax law treatises, including Mertens Law of Federal Taxation.
- Pioneered IRS compliance programs for nonfilers as chair of the D.C. Bar Taxation Section.
- Fellow of the American College of Tax Counsel and former U.S. Department of Justice attorney.
Associations and certifications
- American College of Tax Counsel
- Best Lawyers of America
Services
Tax Controversies
Our firm specializes in resolving federal and state tax disputes, including IRS audits, collection actions, and litigation. We represent clients in lien and levy negotiations, innocent spouse appeals, and tax fraud cases. With decades of courtroom experience, we advocate for equitable resolutions while safeguarding taxpayer rights.
Estate Planning
We design comprehensive estate plans incorporating wills, trusts, and probate strategies to ensure seamless wealth transfer. Our services address tax implications, asset protection, and family-specific needs. We also counsel on retirement plans and deferred compensation structures to optimize long-term financial goals.
Tax Litigation
Handling complex tax litigation in federal courts, we represent clients in disputes involving audits, penalties, and civil fraud allegations. Our approach combines procedural expertise with deep knowledge of tax code nuances to achieve favorable verdicts in trial and appellate courts.
People
Jane C. Bergner
Member
Jane C. Bergner is a renowned tax attorney with over 50 years of experience, including roles at the U.S. Department of Justice and leadership in national tax law organizations. She has authored key legal treatises, testified before Congress, and received accolades including Best Lawyers of America recognition.
Questions
What tax controversy services do you offer?
We handle IRS audits, collection disputes, lien/levy negotiations, and litigation for federal and state tax issues.
How does your firm approach estate planning?
We create customized plans using trusts, wills, and probate strategies to minimize tax exposure and ensure asset protection.
Can you assist with tax-exempt organization compliance?
Yes, we counsel nonprofits on maintaining tax-exempt status and navigating regulatory requirements.
What distinguishes your tax litigation practice?
Our team combines courtroom experience with authorship of leading tax law treatises for strategic advocacy.
