Tax Planning

We help business owners make customized financial arrangements that can minimize their tax load. From tax credits to deductions, informed adjustments have the potential for sizable impact on a business’s finances.

Representative Client Matter: A client with a large family manufacturing business structured a comprehensive estate plan that minimized gift and estate taxes and protected his daughter—who was active in the business and the planned successor—from risks associated with divorce. This plan involved the use of trusts tailored to the family’s situation, careful management of the business, and drafting of business documents, all coordinated with a leading matrimonial attorney.