Preparation And Planning
Our experienced professional staff handles all federal and state income, gift, estate, franchise and sales tax compliance and planning requirements, including:
- Preparation of federal and state tax returns for individuals, corporations, partnerships, trusts, estates and tax exempt organizations
- Estate tax planning
- Business succession planning
- Planning for mergers, acquisitions and business divestitures
- Strategic business planning (knowing where you want to go)
- Multi-state tax planning
- Individual and business income tax planning
- Retirement planning
In addition to tax planning and preparation, the following are some of the additional areas in which we can provide assistance:
- General compliance matters
- Representation on tax examinations or litigation before the Internal Revenue Service, state, and local taxing authorities
- Assistance in corporate reorganizations, liquidations, & dissolutions
- Corporate or partnership structuring including the use of trusts, family limited partnerships, LLPs or LLCs
- Asset & depreciation management
- Buy/sell agreements
- Assistance in the creation of trusts
- Analysis of tax-advantaged investments
- Consulting on gift & estate tax issues
- Employee stock options