Constant evaluation of each client’s unique situation is the key to effective tax planning. At LKB, we take a very proactive approach through personal attention and frequent communication. We advise and guide our clients through the complexity of tax law as it impacts them individually and their business explaining it in understandable terms. We routinely monitor impending changes in tax law and its potential impact on our clients. The result is a tax planning strategy that is understandable and capable of practical execution.
Our tax specialties include the following:
- Entity Selection (i.e., S or C Corporation, Partnership, LLC)
- Partnership Structure
- Representation before federal and state taxation authorities
- Accounting method review and tax planning
- Individual tax planning
- Estate and gift tax planning
- Succession planning for your business
- Trust taxation
- Equity compensation planning (i.e., restricted stock, stock options, phantom stock)
- Federal and State tax return preparation for individuals, estates, trusts, corporations, partnerships, and not-for-profit organizations
- Mergers and acquisitions
- U.S. tax reporting and compliance for the foreign individuals and businesses
- Tax advice with respect to the purchase or sale of your business, including purchase price allocation
- Payroll reporting and compliance issues
- Year-end tax planning to maximize after tax income
- Tax planning to minimize the alternative minimum tax
- Estate & Trust Services