Effective planning will integrate tax-advantaged strategies throughout the client's objective, whether a specific transaction or the succession of wealth through estate and gift transfers. Our comprehensive approach, for example, may involve an evaluation of business structures; an analysis of executive compensation, benefits and deferred compensation; individual income tax planning; and, finally, estate and business succession planning, with each concern carefully integrated into an overall plan tailored to our client's goals.
Evaluation of objectives and appropriate forms of business; partnership, LLC or corporation; necessary government filings and formation; registration and issuance of private securities under state and federal regulations; tailored corporate governance documents.
Mergers & Acquisitions
Representation for planning and execution of private transactions, negotiations, due diligence, compliance and reporting; consulting to corporate counsel specifically for transactional tax analysis
Consulting and collaboration with estate planning attorneys to write appropriate tax structures for complex or taxable estates.