Strategic Tax and Business Planning For Individuals and Closely Held Businesses

Operating a closely held business is not easy.  There are a variety of legal, tax, and business issues that should be considered, including, but not limited to:

• Business succession plans to transition the business to the next generation, your employees, or an outside buyer
• Buy-sell agreements where you plan in advance for what happens when an owner exits the business, including how to value it at that time
• Employee benefits plans where you provide for health, life, and retirement benefits to your employees
• Employment agreements where you address compensation, benefits, nonsolicitation, and noncompete provisions
• Structuring the purchase or sale of a business
• Mergers, acquisitions, and dispositions, including 1031 like-kind exchanges