Business and individuals can benefit significantly from advanced tax planning. Likewise, years of growth and gains can be greatly reduced absent proactive planning.
Business and individuals can benefit significantly from advanced tax planning. Years of growth and gains can be greatly reduced with proactive planning.
We assist both individuals and businesses in making wise decisions by anticipating the tax consequences of various business or life events. Whether it involves a business succession or sale, an estate tax matter, or the disposition of appreciated assets, we help clients anticipate the tax implications of particular transactions and plan accordingly.
While federal and state income tax rules are more complicated than ever, the potential benefits of smart tax planning are also more valuable than ever. Let us keep you informed about the advantages and disadvantages of current state and federal tax law.
Representative services are:
- Asset Protection
- Succession Planning
- Choice of Entity Tax Considerations
- Deferred Compensation
- Offers in Compromise
- Innocent Spouse Relief
- Tax Installment Agreements and Settlements
- Private Letter Rulings
- Cancellation of Debt
- Distressed Property
- 1031 Exchange Strategies
- 1042 Exchange Strategies
- Advanced Estate Tax Planning
- IRS/FTB Audit Representation
- Trust Fund Recovery Representation
- Estate Tax Audit Representation