We represent businesses throughout the process of formation, day to day compliance and operations and succession planning.
We assist clients in determining which entity, such as a corporation, partnership or limited liability company, is most appropriate for their business needs.
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.
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.
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.
122 Cherokee Road, Suite 1, Charlotte, NC 28207