Strategic Tax Planning to Power Business Growth
For businesses, we assist clients in selecting the most advantageous legal structure—whether a corporation, partnership, limited liability company or sole proprietorship—based on their specific goals, industry and growth trajectory. Beyond initial formation, we provide ongoing counsel to structure operations, transactions and contractual agreements in ways that optimize tax efficiency and support long-term success. Our deep understanding of federal, state and local tax laws allows us to help clients navigate risks, leverage available incentives and maintain compliance, all while aligning their tax strategies with broader business objectives.
Trusted Advisors in Family Wealth and Succession Planning
For individuals and families, we guide clients through the complexities of business succession and preserving wealth. This includes managing federal and state income taxation of individuals, trusts and estates, and addressing the intricacies in estate, gift, and generation-skipping transfer taxes. We also have a deep knowledge in the use of various trusts, including, but not limited to, grantor trusts, qualified personal residence trusts and grantor retained annuity trusts as part of favorable tax planning.
Smart Tax Decisions that Move You Forward
Our goal is to provide clarity and confidence, empowering clients to make informed decisions regarding their business and personal financial goals.
