Tax Advice & Planning

Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one’s taxes.

Gregory v. Helvering, 69 F.2d 809, 810 (2d Cir. 1934)

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Choice of Entity

There are a number of tax consequences and opportunities presented by different types of legal entities.

  • Corporations, LLCs, Partnerships, S Corporations
  • Revocable Trusts, Irrevocable Trusts
  • Non-Profits, Foundations, Exempt Entities

Mergers, Acquisitions & Sales

Business transitions also present tax planning and savings opportunities.

  • Stock Sales, Asset Sales
  • Tax-Free Reorganizations
  • Leasing Arrangements

Read more about mergers, acquisitions, and sales.

Real Estate Purchase or Sale

Real estate transactions can also result in tax planning and savings opportunities.

  • Capital Gain, Dealer Status, Accounting Methods
  • Section 1031 Exchanges, Opportunity Zone Funds, Installment Sales
  • Depreciation, Sec. 179, Repairs & Maintenance, Partial Asset Dispositions
  • Basis Limitations, Passive Activity Loss Rules, At-Risk Rules, Interest Expense Limitations, Excess Business Loss Rules

Business Transactions

Business transactions also present tax planning and savings opportunities.

  • Buy-Sell Agreements
  • Employee Benefit Plans
  • Real Estate & Equipment Leases
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