Big firm sophistication. Small firm focus.

Taxation

Tax laws reach into every area of business life, and even some aspects of personal life.  Our clients rarely conduct their affairs solely to minimize their taxes, but no prudent decision maker can afford to act without considering the tax ramifications of all the options – federal, state, local, and even international – or exploring whether there might be options not thought of yet that would yield a better tax result.

Business Succession Planning

Taxation

Transition from one generation of leadership to the next is a key challenge for any business, but especially for family-owned and middle market businesses. In family businesses, federal and state estate and gift taxes affect strategies for passing the business to the next generation, as well as making certain that children not active in the business are treated fairly. In non-family-owned businesses, the goal is often to let future owners accumulate equity at the lowest tax cost possible, while providing a tax-efficient exit strategy for current owners.

Protecting Both the Family and the Business

Kleinbard’s Estate Planning team brings extensive experience to crafting personalized solutions for the owners of family businesses and other high-net-worth families. ...More

Taxation

Tax laws reach into every area of business life, and even some aspects of personal life.  Our clients rarely conduct their affairs solely to minimize their taxes, but no prudent decision maker can afford to act without considering the tax ramifications of all the options – federal, state, local, and even international – or exploring whether there might be options not thought of yet that would yield a better tax result.