Business Transactions and Corporate Governance
This broad topic includes tax-sensitive transactions, including facilitation of objectives through use of flow-through entities (S corporations, limited liability companies, limited liability partnerships, general partnerships and limited partnerships), capital gains planning and tax deferred corporate and real estate transactions.
- Selection and Formation of Business Entities
- Buying and Selling Businesses, including tax-free reorganizations
- Relationships Between Business Owners (Operating Agreements, Shareholder Agreements)
- Business Contracts
- Business Consulting, Corporate and Tax Matters, including structuring transactions to qualify for capital gains treatment
Tax Controversies
We work with your CPA to provide effective representation at the audit and appellate levels of federal income and estate tax audits.
- Unreported Income; Capital Gain vs. Ordinary Income
- Dividend vs. Compensation Issues
- Characterization and Allocations of Tax Items
- Issues Relating to Pass-Through Entities (including validity of S elections and special allocations of items under partnership or operating agreements)
Estate Planning and Trusts
- Wills, Trusts, Durable Powers of Attorney, Healthcare Powers of Attorney, Living Wills
- Business Succession Planning
- Insurance Planning
- Charitable Giving
- Planning for Unmarried Couples
David is always willing to consult with new clients. Please fill out the contact form and he will respond promptly.