Business

We represent businesses throughout the process of formation, day to day compliance and operations and succession planning.

Business Practice Areas

Choice-of-entity analysis
Formation of corporations, LLCs and partnerships
Organizing and advising tax-exempt entities and obtaining 501(c)(3) determination rulings
Family business issues, including gifting and valuation issues, as well as business succession planning

Choice of Entity

We assist clients in determining which entity, such as a corporation, partnership or limited liability company, is most appropriate for their business needs.

Business Succession Planning

We are experienced in aiding clients in accomplishing their goals for business continuity while minimizing transfer taxes, in addition to integrating the business succession plan with the owner’s estate plan.

Family Business Interests

We assist in the transfer of assets between generations by developing a plan for gifting family business interests and using discount valuation techniques to save transfer taxes.

Nonprofits

We provide a broad range of legal and tax advice to public charities, private foundations and supporting organizations including obtaining and maintaining tax-exempt status and minimizing potential excise taxes. We can prepare and file all necessary federal tax forms required of charities and their donors.