Tax and Business Planning

Consideration of the tax and business impact of multigenerational transfer of wealth on business entities, including analysis, and consideration of the selection of entity at formation (such as C corporation, S corporation, limited liability company (or LLC), general partnership, or limited partnership). We also advise on the restructure or recapitalization of an entity to accommodate efficient wealth transfer and to anticipate the need to use the assets and income of the business to ultimately pay the transfer tax.