Our Business & Tax Planning
and Corporate Finance Department works with clients to develop timely,
practical and cost effective solutions to their business and tax planning
challenges. We provide advice for planning corporate and individual
transactions in cooperation with client’s accountant, personal financial
advisor and estate planner. These services also include an analysis
of the international, federal, and state income, estate, and gift
tax implications and the consequences for our clients.
We have extensive
experience with C and S corporations, partnerships, limited liability
companies, and tax exempt organizations. We review with our client
the choices available to select the appropriate legal structure for
their particular needs, their tax objectives, and their asset protection
strategies. We will also complete and file all of the necessary documents
to form the company, register the business, and obtain all applicable
licenses.
After a business is established, we can draft essential
director and shareholder resolutions, maintain corporate minutes and
records, and prepare annual reports. We can also act as a registered
agent and arrange for the business to be qualified in other states.
As the business progresses, we can negotiate and prepare all contracts
to protect the legal interests of our clients in their commercial
relations with their suppliers, customers, and other interested parties.
We offer, for example, agreements to transfer or license technology,
to franchise the business enterprise, to create domestic or international
joint ventures and wholly owned subsidiaries, and to design deferred
compensation or incentive stock plans for executives and employees.
When the business is ready to expand, we can guide the client through
the complex procedures to financing business growth with debt or equity
capital and to comply with all securities laws, statutes, rules, and
regulations.
In addition, we assist our clients achieve their business
objectives while minimizing possible adverse tax consequences associated
with mergers, acquisitions, reorganizations, recapitalizations, dissolutions,
and redemptions of businesses and interests. During this process,
we will examine, structure, and document the transaction. We will
also prepare and review agreements for all related matters including
the sale, lease, and exchange of real estate.
We can prepare a buy-sell
agreement for the harmonious continuity of ownership and management
and the future disposition of the owners’ respective interests. We
can also recommend to the client a business succession or exit strategy
to transfer ownership to other family members, management groups,
or separate parties.
Please contact
Dennis Shanlian,
Raymond
Gessel or
Patrick Hanis if we can be of assistance with
your business needs.
