Tax Planning
Tax Planning

Tax Planning

Our attorneys regularly advise families, individuals and private companies. With experience in legal tax matters from entity planning to estate planning, we can help you reach your goals with lessened impact by the IRS and state tax authorities. Our firm has strong relationships and works closely with many local and regional accounting firms to serve our clients.

Maximize tax benefits

Our plans and structures are designed to empower you to achieve your objectives—whether it’s business formation, growth or wealth transfer—while minimizing the impacts of state, federal, and international taxes.

For Companies

While our firm is equipped to assist clients on a number of broad partnership and corporate tax issues, we have particular experience in assisting companies with tax matters related to:

  • Structuring operating agreements for limited liability companies
  • Drafting complex executive or equity compensation plans for a wide array of entities
  • Advising on tax implications of business purchase and sale transactions

For Families and Individuals

Reducing taxes is essential to designing an effective plan for transferring wealth to family members or charities. We provide counsel on the three most common: the federal estate tax, the gift tax, and the generation-skipping transfer tax. Our advanced estate tax planning strategies can help ensure significant amounts of your hard-earned assets don’t needlessly end up in the hands of the IRS or state tax authorities.