For decisions made before liquidity
The most expensive tax problems often begin as ordinary business decisions. Planning work focuses on the structure, timing, documentation, and reporting choices that determine how income, equity compensation, investments, QSBS, property transfers, and liquidity events are taxed.
Useful for
Founders, executives, investors, business owners, real estate owners, and individuals who need a position that can be explained clearly if a tax authority later asks questions.
What this can include
- Equity compensation and founder tax planning
- QSBS planning
- Fund structuring
- Corporate and partnership taxation
- S corporation structures
- Partnership arrangement planning
- Business and investment structures
- Entity formation and corporate tax planning
- Transfer pricing
- Mergers and acquisitions tax planning
- Real estate taxation
- Estate and retirement asset structuring
- Planning and compliance
- International tax matters