Tax Strategy and Planning

Filing taxes at the federal and state levels are obligations of nearly every business and investment decision. From entity consideration to deferred compensation arrangements, we provide personalized, tax-efficient strategies for employers and employees alike. Effective and efficient tax reporting should always be the coordinated result of proper planning and plan implementation. Given the inevitability of taxation, failure to plan is just a bad planning choice.  Nearly every business and investment decision, receipt of compensation for services, disposition of assets, relief of liabilities, and business or estate succession plans have tax consequences. Proper tax planning can defer, minimize or eliminate tax altogether. We provide personalized, tax-efficient strategies for investors, operators, employers, employees, business entities, trusts, estates, and every person subject to federal, state, or local tax. Our qualified team works to develop responsive solutions to strategic business and investment decisions that allow for seamless exit and transition strategies.

Example Engagement: Choice of Entity Tax Strategy

We were engaged to help a client who recently retired from a Fortune 100 company as their chief marketing and sales officer. Client had received offers to consult with senior executives at other Fortune 500 and startup companies. After consulting with the client and her legal counsel regarding 409A compliance of the compensation package received from the former employer, we identified her goals regarding future consulting compensation and IP royalty rights. We settled on a business organization to optimize her operational considerations and minimize federal and state income and employment taxes. The process was quick and included seamless interface with her long standing legal counsel. Our client became educated on after-tax choice of entity considerations with an appreciation for the opportunity to leverage her services with her IP rights as well as future partner and employee considerations.