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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)
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
