Advanced Transactional Tax Planning Assistance in Irvine, California
Financial transactions often come with complicated tax issues that need to be addressed prior to the completion of your estate plan, business merger or acquisition, or business entity selection. Having the guidance of an experienced attorney can help limit the amount of taxes paid in such transactions, saving you, your family, or your business money in the long run.
Utilizing More Than 15 Years of Combined Experience as a tax Attorney and CPA
At the Tax Law Office of David W. Klasing, I utilize more than 15 years of combined experience as both a tax lawyer and a CPA to provide comprehensive tax planning and preparation services prior to and during these complex transactions. My work in both fields offers me a unique insight into the intricate tax planning details involved in these matters, allowing me to help you avoid excess tax payments and potential tax related legal issues.
Contact my office online or call 714-908-4467 or toll free 866-974-8429 to schedule a complimentary half hour consultation to discuss your specific needs today.
Tax Planning Guidance Through Various Transactions
My dedicated tax planning assistance can help guide business owners and individuals through the tax complications inherent in various transactions, including:
- Estate planning: Planning for the future can be a great strategy for ensuring the financial well being of your loved ones after you are gone. Using legal strategies, I can help you limit the amount of your estate lost to taxes during the transference of assets to your intended beneficiaries. Through trusts, charitable giving mechanisms, and charitable trusts, you are able to reduce your estate tax liability, keeping more of your assets in your family where they belong.
- Business mergers and acquisitions: Business owners need to be aware of the importance of advanced tax planning when negotiating a merger or acquisition. My knowledge can assist you in avoiding tax related missteps, saving valuable time, and money in the long term.
- Entity selection: Certain business entities offer business owners protection from personal liability when tax issues arise. My assistance can protect you from liability, shielding your personal assets from your business assets in the event of tax controversy or audit. My work can also lower your business' tax liability, allowing you to invest more of your profit into the advancement of your business or corporation.
I work diligently to create lasting relationships with every client who walks through my door, creating a trustworthy source for you to turn to for future tax planning concerns.
Contact my office to schedule free half hour consultation to learn how I can help with your specific transaction.