Tax Planning & Business Planning is often a companion of estate planning. As a firm, we have numerous business and professional clients who need sound tax advice, along with the creation of business entities when things are going well, or the dissolution of those entities when things have not worked out. Also, passing a business on to the next generation involves careful consideration of the total structure of the plan which may include various forms of trusts and gifting of business interests in the form of family limited partnerships, limited liability companies, S corporations and/or C corporations. Our tax practice includes the creation of 501c(3) charitable foundations and planning with conservation easements, as well as dealing with foreign nationals and international tax planning.
