Tax Structuring

Taxes impact the bottom line. We work with small and mid-sized businesses and their owners to understand their business objectives, and then recommend structures and strategies to achieve those objectives with optimal tax efficiency. Tax structuring advice includes fundamental issues at formation (such as choice of entity) as well as structural issues arising in the context of equity financing, debt financing, and equity compensation. We also work with individuals to achieve their income, estate, and gift tax planning objectives.

Transaction Tax Advice

Significant transactions carry significant tax consequences. We advise our clients on the tax consequences and tax planning strategies related to taxable and tax-free mergers and acquisitions, asset purchases and sales, inbound and outbound investments, partnerships, joint ventures, leases, financings, and other transactions.

Tax Modeling

Quantifying expected tax results is essential to properly understanding the tax consequences of a business structure or transaction. We assist clients in preparing models that estimate the after-tax results of the alternative structures and transactions being considered.