As federal, state, and local governments look to increase their own tax revenues, taxpayers must be even more proactive to avoid substantial increases in their tax burden. Our tax professionals assist clients in all areas of tax planning including:
- Structuring, compliance and implementation support for mergers and acquisitions, recapitalizations and due diligence analysis including review for all types of entities corporations, limited liability companies, corporate divisions, and partnership joint ventures.
- Analysis of tax implications of proposed transactions, including transaction document review and negotiation process support.
- Preparation of transaction tax disclosures and required supplemental statements for acquiring and selling parties.
- Preparation of voluntary disclosures and amnesty applications to minimize liability from historical non-compliance.
- ·Tax strategies related to your investment planning and capital gain/loss harvesting.
- Minimizing the impact of the alternative minimum tax.
- Tax bracket management strategies.
- Income smoothing strategies.
- Roth IRA conversion strategies.
- Income shifting strategies.
- Installment sale strategies.
- Choice of entity strategies.
- Wealth transfer strategies.
- S Corporation elections to save employment tax strategies.
- Qualified Small Business Stock strategies.
- Cost segregation strategies.
- Retirement planning strategies.
- Sale/purchase of business strategies.
- Family business strategies.
- Getting cash out of your business.
- Home office/business tax deductions.
- Puerto Rico tax incentives.
- Aggregating trades or businesses to increase the § 199A deduction.
- Captive insurance companies.
- Buy-sell agreements.
- Employee Retention Credit (reduction of wage deduction).