Effective Tax Planning
We believe educating our clients on the respective tax rules is as important as planning and compliance in and around their tax situation. There are few “gimmes” as it relates to tax rules and therefore planning is extremely important. Our planning process is a transparent and thoughtful process. It entails a carefulquestion-and-answer process designed to understand our client’s goals and pressure points and translate these into net cash savings. There is no silver bullet as it pertains to tax planning or no one-size-fits-all.
Our tax planning considers both short-term and long-term goals of our clients. These goals are linked; often times short-term gratification can get in the way of long-term strategies. Because of this our tax planning considers your long-term strategies as well.
There are a number of situations where tax planning is imperative. None are more important that those considered during a divestitures of business holdings. There are strategies to maximize after-tax dollars as it pertains to business divestitures. As is often times the result, both buyers and sellers are on opposite sides of the spectrum as it pertains to divestiture structures. Our capable team of tax specialists will help educate you on the most beneficial way to implement your exit strategy.
We don’t view tax planning as a one-time event during a year in fact we believe it is a constant process that should be readdressed at pivotal times during the year.