Wills & Estates Will Preparation Estate Planning Probate and Administration Businesses Formation & Choice of Entry Purchases & Sales Liquidation & Dissolution Taxation Tax Planning & Analysis IRS & State Problems Offers in Compromise Closing Agreements Real Estate Closings Refinance
We provide many legal services with a financial impact to individuals and small businesses.
Wills and Estate Planning
We offer a straight forward approach for implementing an estate plan. We simultaneously focus on fulfilling individual wishes concerning family matters and tax considerations for the eventual transfer of assets.
Our approach is to offer assistance with all aspects of the estate administration process from the probate of a will, preparation of estate tax returns, filing surrogate documents to the re-titling and distribution of assets. We focus on estate and income tax aspects of the estate to minimize tax payments.
Business Formation
Today, a wide array of different business structures is available to engage in commerce including proprietorships, partnerships, corporations and limited liability companies. We assist with the startup process explaining the various tax and legal differences, conducting the legal formation process, state qualifications and tax registrations.
Business Termination
Properly ending a business is equally important and possibly much more problematic than proper formation. We calculate and explain the tax impact of the termination upon the enterprise and its owners. We make sure that the proper filings are accomplished at the state and federal level.
Business Purchase and Sale
We provide guidance throughout the process of purchasing or selling a business from both and tax and legal perspective. This includes analysis and negotiation of the transaction structure, financial and tax impact to the buyer or seller.
Taxation
Various options are available to individuals and businesses that face issues from federal and/or state taxing authorities. We can analyze the facts and help with finding the best solution for dealing with these issues.
In many cases individuals and business become involved in transactions that have involved tax consequences requiring in-depth analysis. We have the experience and expertise to help sort through the issues to reach the desired conclusion.
Real Estate
The purchase and sale of a residence can be an emotional process. We can assist with all phases of the real estate closing process from contract negotiation to the closing. We can also provide tax advise regarding the transaction.
We also handle commercial real estate transactions.
Will Preparation