Tax Consulting / Planning
Keep More of What You Earn
Structure and Run Your Business to Minimize Taxes

Approach:

• Develop alternatives, both traditional and nontraditional
• Determine how the tax law applies
• Consider non-tax aspects (don't let the tail wag the dog)
• Quantify the likely results of alternatives
• Gray areas: be confident and practical, not fearful
• Final decision: is up to the client.

Typical Areas of Planning:

• Choice of Business Entity / Formation
• Transactional Analysis
• Tax Credits
• Lease or Buy Analysis
• Business Purchase or Sale
• Minimizing Estate Taxes
• Employee Stock Options & Purchase Plans
• Alternative Minimum Tax
• Quarterly Estimates
• Year-End Planning
• ...and other analyses