Our Practices
Estate and Income Tax Planning
QSBS Planning
Preparing to be recognized as a Qualified Small Business (QSB) is no easy feat. We are ready to leverage our understanding of the requirements and process in order to find you the best benefits.
Section 1202 provides an exclusion from taxation to a qualified investor of up to $10 million of capital gain or 10 times the stockholder’s adjusted cost basis, whichever is greater, upon the sale of Qualified Small Business Stock (QSBS).
Small businesses, big tax benefits
Given the large tax benefit available, Congress imposed several requirements a company must meet in order to qualify as a Qualified Small Business (QSB). Luckily, we thoroughly understand the requirements and can effectively direct you to get one of the best benefits in the IRS Code.
- Estate and Income Tax Planning
- Wealth Preservation (NINGs, DINGs, SLATs, GRATs)
- Special Needs Planning
- Special Purpose Trusts
- International Estate & Tax Planning for Non-Citizen U.S. Residents
- 1031 Exchange
- Qualified Opportunity Zone Program
- QSBS Planning
- Tax Residency: Snowbird Counsel
- Estate and Trust Administration
- Business Succession Planning
- Corporate Tax & Reorganization
- Tax Controversies
- IRS & State Tax Collection Defense
- Sales & Use Tax
- Tax Investigations and Defense
- IRS & State Voluntary Disclosures & Compliance
- International Tax
- Trusts & Estates Litigation, Guardianships and Fiduciary Counseling
Services
