Please ensure Javascript is enabled for purposes of website accessibility

About Us

How does Advocate Consulting Legal Group, PLLC integrate with my current accounting / legal team that knows my business?

Aircraft operation planning is unique because it requires the integrating of Federal Aviation Regulations, Department of Transportation Regulations, federal income tax issues, state sales and use tax issues, interstate liability issues, and aircraft economic issues.

We do not compete with your other advisor’s services; we compliment them. By working with your advisors, Advocate develops an aircraft plan, integrates it into your overall planning, drafts necessary documents, and coordinates its execution.

Our services are designed to provide aviation “TLC”. By providing Tax, Legal, and Compliance services in a single engagement, we strive to streamline the process of acquiring a business aircraft and managing the tax concerns and compliance needs on a go forward basis. With this aim in mind, we provide a flat fee three-year contract to each client that is aircraft specific. Our services include the design, implementation, and monitoring of an ownership/operational structure that best suits the owner’s specific needs.

Our engagements commence with an interview conducted by an attorney/accountant/compliance specialist team to consider available tax advantages, based on the intended use of the aircraft, where it will be hangared and other key factors. After becoming familiar with the client and their needs, the lawyer assigned will then begin the legal work – identifying the proper entity structure to own your aircraft, creating any necessary legal entities, drafting or reviewing any relevant contracts including purchase agreements, operating agreements, aircraft leases, management agreements and the like, and filing all documentation required to comply with the FAA and other regulatory/taxing authorities.

In order to facilitate compliance, we provide our clients with access to our proprietary flight log program, which allows them (or their advisors) to record flights as they occur and helps capture all of the essential information for on-going regulatory compliance. We assist with establishing record-keeping protocols, calculating sales and use tax, and determining the tax consequences of personal use. The tool also allows us to provide clients with tailored advice about their use profile and make suggestions to decrease any unintended tax consequences.

When tax returns are needed for the aircraft ownership entity, we will prepare them. Additionally, we strive to work seamlessly with a client’s other advisors, providing counsel and advice on the impact of aircraft deductions on related business tax returns. Although we conduct tax planning reviews during each year of an engagement, our clients may contact us freely at no additional cost. If a tax examination notice is received, either from the IRS or from state or local taxing authorities, our in-house team of audit attorneys stand ready to defend deductions related to the aircraft up to the administrative appeal level at no additional charge.

Why Advocate?

This is a highly specialized area of the law; make certain your advisor is an attorney who understands aviation tax. Our legal department assists in new aircraft acquisitions nearly every day. Our accounting department deals in aviation tax compliance and examinations daily; our law firm serves over 1,500 aviation clients.

Advocate Covers:

Our Results

Service Agreements

Piston Aircraft Comprehensive Service Agreement

For Piston Aircraft  – $5,000 per year

Small Turboprop Comprehensive Service Agreement

For a single Turboprop Aircraft costing less than $2,000,000 – $7,500 per year

Large Turboprop Comprehensive Service Agreement

For Turboprop Aircraft costing more than $2,000,000 – $10,000 per year

Our Team

Meet the Attorneys

Jonathan Levy

Shareholder

Suzanne Meiners-Levy

Shareholder

Joseph Quackenbush

Managing Attorney

Richard Yan

Managing Attorney

Do you love aircraft? Work with our team of professionals!

Contact Us

Get in Touch
With Us

Get in Touch

Resources

Latest Articles

“IRS Crackdown” On Private Jet Usage To Focus On Appropriate Record-Keeping And Reporting: Advocate Clients Are Well-Equipped For The Challenge

By Suzanne Meiners-Levy On February 21, 2024, the IRS announced it will use enforcement funds from the Inflation Reduction Act (PL 117-169) to initiate “dozens” of new audits focusing on […]

New FinCEN Requirements Create Reporting Obligations for Many Aircraft Ownership Entities: Understanding the Law and Its Requirements

By Suzanne Meiners-Levy & Joshua Blakeney On January 1, 2024, the Beneficial Ownership Information Reporting (“BOIR”) requirements under the Corporate Transparency Act (“CTA”) went into effect. The BOIR requirements under […]

100% Bonus Depreciation Extension is An Essential Piece of the New 2024 Tax Deal Proposed by Senate and House Tax Committees

By Suzanne Meiners-Levy On Tuesday, January 16th, 2024 top lawmakers on the Senate and House tax writing committees announced a deal on a wide range of tax issues, including several […]