Make Your Business Tax Planning a Strategic Advantage
The tax implications of business decisions from formation to sale are far-reaching and complex.
Our attorneys go beyond compliance to optimize your tax planning as a strategic business advantage. We frequently advise clients throughout California and beyond on business tax planning, because every transaction is an opportunity.
Integrated planning can maximize tax benefits and minimize the impact of applicable federal taxes (income, estate, gift, corporation, and/or partnership taxes) and state-level taxes (income, business entity-specific, and/or property taxes).
Our collaborative approach ensures that tax implications are thoroughly analyzed for every contingency.
Business Tax Planning Services Include:
- Structure of new ventures, including choice of entity and tax ramifications
- Qualified Small Business Stock gain exclusion
- Corporate tax
- Partnerships, Subchapter S Corporations, and other pass-through entities
- Pre-formation ownership planning for reduced estate taxes and/or California income taxes
- Employee compensation and incentive planning, including equity issuance, stock options, and other techniques
- California-specific state and local taxes and domicile planning for businesses and owners
- Pre-sale income tax planning and re-structuring of businesses and/or ownership prior to sale
- Acquisitions, dispositions, mergers, reorganizations, spin-offs, split-offs, and split-ups
- Sales of equity, assets and/or personal goodwill to co-owners, third parties, employees, ESOPs, or to trusts for the benefit of charities or successive family generations
- Real estate development, acquisitions and dispositions, including structuring and documenting Section 1031 exchanges
- Property tax aspects related to transfers of ownership
