Strategic Tax Planning for Businesses & Transactions
Structure your entities, transactions, and operations for tax efficiency. We align legal decisions with financial outcomes.
Tax Implications Touch Every Decision
Entity choice, compensation structures, capital raises, and exit strategies all have significant tax consequences.
Common Challenges
- — What entity structure minimizes my tax burden?
- — How will this transaction be taxed?
- — What are the tax implications of my equity plan?
- — How do I structure a tax-efficient exit?
- — Should I be an LLC or a C-Corp?
- — Should I make an S-Corp election?
- — Do I need to file a Section 83(b) election?
Tax-Aware Legal Counsel
Entity Tax Planning
Choose and structure entities—LLCs, corporations, partnerships—with tax efficiency in mind.
Transaction Structuring
Structure M&A deals, investments, and other transactions to optimize tax outcomes.
Equity Compensation
Navigate the tax implications of stock options, restricted stock, profits interests, and other equity awards.
State & Local Tax
Address multi-state operations, nexus questions, and state-specific planning opportunities.
Exit Planning
Plan for tax-efficient sales, mergers, or transitions—whether selling to a third party or transitioning generationally.
We Work With
Frequently Asked Questions
Should I be an LLC or a C-Corp?
It depends on your goals. C-Corps are often better for venture-backed startups; LLCs provide pass-through taxation that works well for many businesses.
When should I think about tax planning?
Before you form, before you transact, and before you exit. Proactive planning is far more effective than reactive cleanup.
Do you prepare tax returns?
No. We focus on tax planning and structuring. We work alongside your CPA or tax preparer.
Let's Discuss Your Tax Planning Needs
We can help you structure your business and transactions in a tax-efficient manner.