top of page

Tax & Business

MINIMIZING YOUR RISK AND TAX BURDEN

Tax advisory services are invaluable to business owners. Taxation is complicated, but tax planning services can help you with a combination of knowledge, consultation, strategies, tools and technologies to minimize tax burdens and maintain compliance with tax reporting and payment obligations. Tax compliance keeps you on the right side of the law. From simpler tax returns for business executives to complicated business taxes returns that span cities, counties and state jurisdictions, you need help ensuring you’re paying the required taxes, no more and no less. By paying only the taxes you are legally obligated to pay, you can achieve financial goals faster. 

1 

Business Tax

  • Choice of entity planning/analysis

  • Compensation & benefits analysis

  • Cost segregation studies

  • Qualified business income deduction (Section 199A) application

  • Federal and state credits and incentives

  • Federal, state, and local tax planning

  • IRS, state income and sales tax audit representation

2

Individual Tax

  • Tax minimization

  • Self-employment planning

  • Business tax planning and preparation

  • Professional Athletes (Jock Tax)

  • Charitable, estate and gift planning

  • Representation before federal & state tax authorities

  • Multi-state planning and preparation

3

Estate, Trust & Gift Planning

  • Asset protection trusts

  • Charitable lead trusts

  • Charitable remainder trusts

  • Constructive trusts

  • Dynasty trusts

  • Generation-skipping trusts

  • Grantor retained annuity trusts

  • Intentionally defective income trusts

  • Irrevocable trusts

  • Life insurance trusts

4

Credits & Incentives

  • Alternative Fuel Vehicle Refueling Property Credit

  • Alternative Motor Vehicle Credit

  • Credit for Contributions to Selected Community Development Corporations

  • Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips

  • Credit for Increasing Research Activities

  • General Business Credit

  • New Markets Credit

  • Qualified Plug-in Electric and Electric Vehicle Credit

  • Qualified Railroad Track Maintenance Credit

  • Renewable Electricity, Refined Coal and Indian Coal Production Credit

5

Cost Segregation

A cost segregation study uncovers a building’s value by identifying the parts of a building that can be reclassified as personal property for tax reporting purposes. This study separates assets into several categories, including:

  • Personal Property

  • Land Improvements

  • Building Components

  • Land

Building components that are considered personal property or land improvements under the federal tax code often are subject to shorter depreciation periods, enabling owners to reduce current income taxes, improving cash flow.

bottom of page