Taxation

Our disproportionately large group of tax professionals enjoys an excellent reputation for being very effective in all tax and business matters affecting privately owned businesses. We utilize our in-depth knowledge of tax rules and our extensive experience pertaining to corporations, partnerships, trusts, and individuals to develop a comprehensive and integrative tax strategy designed to minimize entrepreneurial families overall tax burden. A sample of our engagements includes:

  • Identifying, developing, and implementing appropriate structures with a goal of isolating risk and minimizing tax
  • Annually reviewing all family structures with a view to recommending modifications arising from changes in family or business circumstances and/or tax laws
  • Forward planning for maximizing personal access to corporate cash
  • Advising on cross-border and multi-national structures including application of tax treaties

Taxation Team Members