TAX Incentives & Planning
Our services extend through all areas of specialized tax planning. During our forensic evaluation, we will determine where your greatest inefficiencies are and outline the menu of available opportunities within the Internal Revenue Code to ensure you have the most optimized positioning available.
How We Help You Save
If you're selling a highly appreciated asset such as a business, you're likely exposed to capital gains tax. We have over a dozen legal structures available to mitigate this large expense.
Listed Transaction Review
Have you entered into a conservation easement or one of the overly aggressive, highly promoted tax shelters? We can help get you back on track and unwind highly scrutinized structures.
Transfer & Inheritance Tax
Incorporation of estate planning techniques within income and capital gains tax planning.
Many businesses qualify for valuable tax incentives such as Work Opportunity Tax Credit, Research and Development Tax Credit, Employee Retention Tax Credit.
Increase cash flow with accelerated depreciation of improvements of real estate assets, farm land improvements, etc.
Executive Benefit Restructuring
Often times the benefit structure can be re-designed to further compliment the end user while improving current tax efficiency.
What They Say
FREE SAVINGS ANALYSIS
Schedule a free, 45 minute, Tax Reduction Discovery Call with one of our seasoned Tax Strategists to find out how much you might be overpaying in taxes.