Business, Tax & Financial Counsel and Legal Representation
As an experienced combo Attorney / C.P.A., I am able to counsel as to your Business dealings from both a legal and financial point of view. Additionaly, I always counsel from a tax minimization mindset that comes from 15 years of income tax planning, transactional and compliance experience and having earned a Master's Degree in Taxation.
By working with a legal, tax and financial professional in the regular course of business, conscientious business clients can avoid subsequent legal and tax problems that can often arise where proper counsel is not obtained before major business decisions or actions are undertaken.
I am available to assist business clients with the following legal and financial matters and their associated tax consequences:
Business formation
- Entity selection counsel including guidance on selecting the proper entity after taking into consideration your business endeavor's particular tax, professional licensing and liability protection issues.
- S-Corporations
- C-Corporations
- Corporate bylaws
- Shareholder agreements
- Family Limited Partnerships
- Partnerships / Limited Partnerships
- Partnership agreements
- Sole Proprietorships
- Limited Liability Companies (LLCs)
- Limited Liability Partnerships (LLPs)
- LLC & LLP operating agreements
Employer agreements
Joint venture agreements
Non-compete and non-disclosure agreements
Business dissolution and succession planning
- Contract
- Negotiation, drafting, and review of contracts including customer contracts, non-competes, non-disclosure
Buy and sell agreements- Corporate maintenance
- Corporate minutes, annual filings
Business transactions- Purchases and sales of businesses
- Acquisitions and Divestitures
- Tax free reorganizations
- "Exit Strategy" planning
- Business tax planning & compliance
- Determination of name availability
- Provision of applicable identification and tax ID numbers
Contact my office online or call 714-908-4467 or toll free 866-974-8429 to schedule a free half hour consultation to discuss your Business Law issues and how I can be of assistance. When you call, you will speak directly to me, not a paralegal or assistant, to get the experienced answers you need.