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TAX

Practical

  •  Ethical

  •  Creative

We provide practical, business-oriented tax advice in this highly technical area. 

Business books

BUSINESS STRUCTURING

We work with solo practitioners, investors, small and mid-sized businesses and their owners to understand their business and investment objectives. We recommend structures and strategies to achieve those business and investment objectives with optimal tax efficiency. We advise on debt vs. equity financing. 

BUSINESS ADVISORY

We advise our clients on the tax consequences and tax planning strategies related to taxable and tax-free mergers and corporate acquisitions, asset purchases, partnerships, joint ventures, and other transactions. We advise on taxation and reporting of compensation.

Meeting Table
Pouring Sand

NOT-FOR-PROFIT ADVISORY

We advise on not-for-profit formation and obtaining and maintaining tax-exempt status for public charities and private foundations. We advise charities on appropriate charitable activities in furtherance of exempt purposes. We also advise individuals and families on charitable giving and the use of donor-advised funds.

TAXATION OF SETTLEMENTS

We advise clients on the taxation of settlements, whether amounts are treated as taxable income, taxable compensation, subject to withholding, and what type of reporting is required.

Taking notes and reading
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