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Business Consulting
Succession planning, ESOP, compensation and incentive programs structure, sale/purchase of business.
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Corporate Taxation
Choice of entity and elections, tax planning and compliance
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Executive Compensation Planning
Our goal is to deliver customized executive compensation solutions that address our clients` business and legal concerns. We appreciate the importance that such matters can have on a client's ability to keep pace with the competitive demands of their business. We understand the need to listen to and communicate with clients to ensure that our solutions are effective, understandable and efficient to administer.
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Estate & Gift Planning
One of the oldest and most common forms of taxation is the taxation of property held by an individual at the time of their death. Such a tax can take the form, among others, of estate tax (a tax levied on the estate before any transfers). An estate tax is a charge upon the decedent's entire estate, regardless of how it is disbursed. An alternative form of death tax is an inheritance tax (a tax levied on individuals receiving property from the estate). Taxes imposed upon death provide incentive to transfer assets before death.
Gift tax laws are generally designed to prevent complete tax avoidance by this route. The Federal Estate Tax is integrated with the Federal Gift tax so that large estates cannot be shielded from taxation by lifetime giving. Many states also impose an estate tax.
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Limited Liability Corporation (LLC)
Limited liability, the ease of operation, allowance of special income and expense allocations along with multiple classes of ownership are some reasons we recommend our clients to form Limited Liability Corporations. From more simple activities such as a single rental property or business to Series LLC's which hold related activities, this entity format, now allowed in all states, allows us to help our clients to achieve so many divergent goals.
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Multi-State Taxation
Our clients, both businesses and individuals, can have surprising tax issues in many states and state tax authorities are more aggressive than ever in this arena. Partnership investments, business operations, warehousing operations, location of sales force and many other normal business activities may create tax issues in other states. With our diverse client base and experience, we have the resources to help clients properly address their multi-state tax issues.
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Partnership Taxation
Our experience in partnerships ranges from the simplest two-partner activities to those with thousands of partners requiring multiple state filings and even specific partner filings. Partnerships have their own special complex rules and each partnership may have special allocations, elections or computations and we advise you in each of these areas. We have extensive expertise with Family Limited Partnerships, Limited Liability Partnership and Limited Liability Corporations taxed as partnerships.
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Real Estate
Developers, investment and property owners, active or passive, all have to navigate through complex rules. Tax issues are pervasive through real estate activities and produce dramatically different economics for different owners. Appropriate planning in real estate activities is imperative. We have experience with clients in the brokerage, condo conversion, development, investor, management and rental real estate including commercial, residential, tenants-in-common and like-kind exchanges.
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Start-Up Companies
Our involvement at the beginning of a business venture is a tremendous opportunity for us to assist you with long-range impact. Substantial current and future tax savings, efficient transfer of wealth and liability protection can be obtained through selecting the right form of entity for a new venture. Planning of expenses around IRS rules can maximize deductions is the “start-up” phase and election of optimal methods of accounting can have economic benefits in future years.
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Succession Planning
Succession planning is a systematic methodology for ensuring that the company has the leadership and management talent to sustain growth and profitability into the next decade. While the strategic and long-range plan sets forth the vision and strategic direction of the enterprise, the succession plan identifies the company’s future organizational needs in terms of the skills, knowledge and abilities of its leaders, key managers and associates.
Succession planning helps organizations to build their capabilities by acquiring and developing the company's human resources.
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Tax Planning
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
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