
OUR SERVICES
Entity Selection
Choose the right entity and tax classification for your business. This requires a detailed analysis of your economics, financing, and strategic objectives. We provide comprehensive guidance on sole proprietorships, partnerships, LLCs, and corporations with an eye toward tax efficiency.
Tax Planning & Structuring
We specialize in navigating the
complex landscape of tax law and
business structuring to optimize your
financial position and minimize tax
exposure. We understand that
choosing the right tax strategy is crucial for long-term success and
efficiency.
Section 1202 Qualified Small Business Stock
Maximize your tax savings with our Section 1202 qualified small business stock (QSBS) advisory services. Our experts help you strategically navigate QSBS tax incentives, potentially excluding up to 100% of capital gains from federal taxes.
Mergers & Acquisitions
We represent clients in the planning
and execution of the purchase and
sale of businesses, as well as other
forms of investment. We can
guide you through the M&A process with a focus on tax efficiency.
Tax Controversy
As former counsel to the IRS, we offer a behind-the-scenes perspective on resolving tax controversies at all levels, including audits,
appeals, collections, and Tax Court litigation.