Tax Advisory
There are only two things guaranteed in life – death and taxes. Our team will work with you to ensure compliance with the IRS as well as steps you can take to soften Uncle Sam’s bite.
- Tax Compliance and filing for C-Corporations / S-Corporations / LLCs/Partnerships / Individuals / Gift and Estate Tax
- Multi-state tax apportionment, planning and compliance
- International tax planning considerations
- Choice of entity tax analysis (i.e. S-Corporation versus C-Corporation)
- Proactive tax planning strategies tailored to your specific business and in coordination with an overall wealth management strategy.
- Qualified Small Business Stock (IRC 1202) planning
- R&D Tax Credit studies
- Stock Equity Compensation plan creation and analysis
- Exit planning and after-tax analysis for sale of corporate stock or assets to an outside investor
- Gift and estate tax planning
- M&A Tax advisory including tax-free reorganization planning under IRC 368 and IRC 338 election analysis
We are here to help you grow