At every stage of your company’s development, we can provide a flexible roadmap for the business – providing expert advice, recommendations and resolutions for the tax services and issues listed below:
Start-Up
- Entity selection: S-Corp; LLC or C-Corp?
- Set up all federal, state and local tax compliance
- Insure deductibility of initial periods loss – establishment of a risk and loss basis
- Set up tax compliant expense reimbursement plans
- Cost segregation study
Growth
- New money from owners in as equity or debt?
- Insure tax filings in all appropriate locations
- Entity still appropriate?
- Profits being paid to owners in tax efficient way?
Transition
- Determine tax efficient means of taking on investment capital
- Determine if new entities should hold new business lines
- International expansion and transfer pricing study
Exit
- Tax efficient allocation of sales proceeds to maximize capital gain
- Consider pre and post sale gifting strategy to reduce estate tax