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.
Facebook develops $800 million data center in Middle Tennessee
A closely held business faces tax controversy
Meridian Surgical Partners sells seven ambulatory surgery centers
Companies restructure to reduce liabilities, taxes
Private family trust company revises more than 20 trusts
Client seeks to create trust, protect assets
A Comparison of Self-Settled Trust Laws in Popular PTC States
Tax reform and family office restructurings
Mid-South Super Lawyers Honors Waller Attorneys
Family Wealth and the Corporate Transparency Act
Waller authors Chambers Private Wealth 2022 USA guide
IRS expands “portability” of key estate tax exemption
What new IRS mortality tables mean for estate planning
New rules proposed for estate and gift taxes
Benefit charities, maximize after-tax returns
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