Strategic Tax and Business Planning for Closely-Held Businesses
Our attorneys are experienced in analyzing the intricacies of tax issues encountered by “C” and “S” corporations, real estate, various general and limited partnerships, business trusts, limited liability companies and other business organizations. Considering our clients’ specific needs, we devise tax-wise strategies to form, operate, reorganize, merge, sell and liquidate businesses. We assist our clients in designing executive compensation plans involving restricted stock, stock options, ESOPs, retirement planning and other benefits.
We specialize in structuring arrangements for the particular needs of the owners of closely-held businesses, including compensation and employment agreements, stock ownership, mergers and acquisitions, restructuring, family planning and buy-sell arrangements. We offer our expertise in negotiating and drafting the documents needed to implement and fulfill these goals.
We advise our clients regarding sophisticated tools and techniques they can use to take advantage of various income, gift, and estate tax benefits available to them under the Internal Revenue Code, including real estate deferred like-kind exchanges, conversions of business activities to pass-through entities, charitable remainder trusts, annual gift tax exclusion donations, private annuities, installment sales to younger generation family members, etc.
Our firm has represented both owners and sellers of closely held businesses, national franchises and multi-national businesses in corporate mergers, acquisitions, restructuring and reorganizations. Additionally, our firm specializes in the preparation of complex limited liability, partnership and corporate shareholder agreements in which the legal concerns of both passive investors and management are addressed and solved.