Structure
Review of LLCs, partnerships, S corporations, C corporations, holding companies, management companies, and intercompany agreements.
Practice Page
Tax planning before the return is due.
Planning engagements are built for owners, executives, investors, families, and complex taxpayers who need tax decisions modeled before the facts harden. The work connects entity structure, cash flow, documentation, reporting, and audit risk.
Scope
The planning file is also the defense file.
A tax plan should do more than reduce a number. It should explain the business purpose, reconcile with the documents, and leave a record that can be understood by a preparer, investor, lender, examiner, or court.
Transactions
Tax review for sales, acquisitions, rollovers, earn-outs, reorganizations, asset transfers, and pre-liquidity positioning.
Owner planning
Coordination of salary, draws, distributions, fringe benefits, retirement planning, estate goals, and liquidity needs.
Documentation
Planning memos, issue lists, support schedules, entity charts, and filing instructions that preserve the position.
Deliverables
What clients typically receive.
- 01Written assessment of facts, objectives, risks, and available planning paths.
- 02Entity, transaction, or compensation structure recommendations with implementation steps.
- 03Coordination notes for accountants, bookkeepers, financial advisors, and internal leadership.
- 04Forward calendar for filings, elections, documentation, and follow-up review points.
Next step
Plan the structure before it becomes a tax position.
If a transaction, entity change, compensation decision, or filing season is approaching, start with a planning review.