John Bunge helps clients navigate the complex confluence of tax planning, business succession planning, and estate planning, and seeks to find the most elegant solutions possible to reach their goals.
John's wealth preservation experience includes gift, estate, and generation-skipping transfer tax minimization, through the use of irrevocable trusts, sales and gifts to trusts, charitable-interest trusts, and grantor-retained annuity trusts, among other sophisticated wealth planning strategies. John also advises families on the formation of investment entities, such as family limited partnerships and family LLCs.
John helps clients reach their charitable goals, using charitable giving techniques to minimize income, estate, and gift taxes, and advising clients on the formation and operation of tax-exempt organizations, including private foundations.
John also counsels families regarding the formation and operation of family offices and private trust companies.
Additionally, John helps clients minimize income taxes through individual, partnership, and corporate tax planning. John also has experience assisting taxpayers through IRS audits, appeals, and Tax Court litigation.
Represented a closely held business in appeals when the business received a notice of assessment of income tax and had the assessment completely vacated.
Served as transaction, healthcare regulatory and bankruptcy counsel to Meridian Surgical Partners in its sale of seven ambulatory surgery centers for $46.5 million to a joint venture formed between Medical Facilities Corporation NueHealth LLC.
Restructured multiple manufacturing companies using trusts, LLCs and special purpose entities in order to limit the companies' liabilities and reduce their taxes.
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