Tax Planning

 Our tax planning services include:

For Individuals

  • Estate and gift tax planning
  • Retirement planning
  • Educational funding
  • Charitable giving
  • Life insurance planning

For Businesses

  • Entity selection
  • Entity conversions
  • Merger and acquisition strategies
  • Succession planning
  • Multi-state tax planning
  • Compensation analysis and planning
  • Structuring buy-sell agreements and tax aspects of other shareholder agreements
  • Tax aspects of financing and capitalizing the organization
  • Evaluation of various tax elections and methods of accounting
  • Filing for tax exemptions and elections for the organization and its owners