Our income tax planning and analysis practice includes a wide variety of relevant services relied upon by individuals, corporations, partnerships, trusts, estates and tax-exempt organizations. The practice commonly involves tax planning in conjunction with other business or personal legal matters such as assets acquisitions or divestitures, corporate transactions, influxes or outflows of wealth, or estate matters. In performing these services for our clients, we coordinate our legal strategies and actions with the client’s personal, estate and financial planning.
Our income tax planning services include:
- Advising on a broad range of personal income tax issues
- Analyzing and advising on income tax issues in trust and estate administrations
- Advising clients on tax issues regarding charitable organizations as well as funding and operational issues
- Assisting clients involved in litigation settlements and/or divorce settlements on tax planning opportunities
- Analyzing and advising on the tax aspects of business planning and transactions as well as pre-incorporation planning, Subchapter S corporate, and limited liability entities and partnerships
- Planning for workouts and cancellation of indebtedness income
- Advising clients as to issues associated with special allocations, basis limitations and at-risk requirements
- Advising on tax issues related to organizing and establishing, operating and termination or corporations
Fuerst Ittleman’s tax planning and analysis practice group combines experienced lawyers from several areas of our firm such as tax law, wealth management and corporate law. This cadre of experienced professionals is uniquely suited to provide our clients with the coordinated income tax planning advice they need to succeed in business as well as individually.
For more information about our wide range of tax planning services, please contact Mitchell Fuerst at mfuerst@fuerstlaw.com.
