Working with Advisors

Kalish Law LLC works with lawyers, CPAs, and other advisors through co-counsel arrangements, subcontracting, local counsel roles, and similar structures. We partner with outside specialists when a matter calls for it and provide support to other advisors on discrete tax issues, procedures, or resolution strategy.

Projects may be structured as subcontract support, direct client engagements, or Kovel (or similar) arrangements. Each engagement is designed to align with client preferences, conflict considerations, and ethical requirements.

Routine On-Call Advisory

• Quick consults and follow-up emails

• Issue framing and next steps

• Review and comments on draft positions, submissions, and memoranda

• Escalation to a longer written memorandum when warranted

Scoped Projects

• Technical memoranda to support filing positions and related decisions

• Audit support and controversy resolution strategy

• Analysis and technical writing related to litigation filings (e.g., petitions, motions, briefs)

• Refund claims and protective filings support

• Voluntary disclosure and compliance planning

• Letter ruling / advisory ruling requests