BUSINESS and OWNER(S): TAXATION, PLANNING, COMPLIANCE and CONSULTING
For Limited Liability Companies, S Corporations, C Corporations and Partnerships
- Planning for and Preparation of all Taxes
- Formation, Entity Selection and Tax Accounting Elections
- Asset Protection Planning
- Capitalization Planning and Acquisition
- Purchase and Sale of Business or Business Interest
- Optimize Taxation Between Entity and Individual Shareholder, Member, and/or Partner
- Tax Basis Analysis and Planning for Stock, Debt and Member Interest
- Transaction Consulting
- Changes in Tax Accounting Method(s)
- Retirement Planning at the Entity Level
- Succession Planning
- Termination and Liquidation Analysis, Planning and Compliance
- IRS Audit/Examination Representation
- Converting to/from Limited Liability Company, S Corporation and C Corporation
- Stock Redemptions
- Reasonable Compensation Analysis for S Corporation Owner-Employees
- Maximizing the new Sec 199A Qualified Business Deduction
- Inventory Methods of Taxation
- Preparation of Business Plans
- Internal Control Analysis and Design
INDIVIDUAL(S): TAXATION, PLANNING, COMPLIANCE and CONSULTING
- Planning for and Preparation of all Taxes
- Asset Growth and Diversification Planning
- Asset Protection Planning
- SEP/Simple Planning and Contributions
- Self Employed Individuals, Proprietors
- Conversion to/from Single Member LLC(s)
- IRS Audit/Examination Representation
- Optimize Taxation with Business Entity as Shareholder, Member, and/or Partner
- Charitable Contribution Planning and Taxation
- Maximizing the new Sec 199A Qualified Business Deduction
- College, Social Security and Retirement Planning
- Partner with Investment Advisor to Maximize/Minimize Portfolio Taxation
- Quarterly Estimated Tax Planning and Compliance
- Capitalization Planning and Acquisition
- Inventory Methods of Taxation
ESTATE & TRUST TAXATION, PLANNING, COMPLIANCE and CONSULTING
- Tax Planning and Tax Preparation for Estates and Trusts
- Work with your Estate and Trust Attorney to Create Strategies for Current and Prospective Taxation
- Tax Consulting with Personal Representatives, Executors, and Trustees on Estate and Trust Matters
- Tax Planning and Preparation of Gift Tax Returns
- The Inclusion of Digital Assets in Estate Planning
- Use of Trusts in Asset and Creditor Protection Planning
- Consulting with regard to Maximizing Portability
- Consulting with regard to Distributions and their Taxation
- Tax Planning and Preparation with regard to Estate and Trust Liquidation
REAL ESTATE TAXATION, PLANNING, COMPLIANCE and CONSULTING
- Tax Planning and Tax Preparation for Real Estate Asset Intensive Entities
- Active and Passive Loss Optimization
- Optimal Grouping of Entities under Tax Code and Regulation
- Analysis of Real Estate Dealer and Real Estate Professional Situations
- Entity development to Maximize Asset Protection and Minimize Risk of Loss
MARITIME, FISHERIES and SEAFOOD TAXATION, PLANNING, COMPLIANCE and CONSULTING
- Capital Construction Fund Tax Planning and Operation
- Entity development to Maximize Asset Protection and Minimize Risk of Loss
- Preparation of All Returns: Individual; Corporate (C and S); Partnership and LLC
LITIGATION SUPPORT SERVICES
- Expert Witness and Analyst
- Maritime, Fishery and Seafood Industries Specialization and Experience
- Commercial and Residential Real Estate Specialization and Experience
- Analysis of Plaintiff and Defendant Competitive Positions
- Taxation Analysis Before, During and After Litigation