Tax Planning

Save time and money by scheduling your FREE consultation with me, a real tax attorney.

As a ta lawyer, I have spent years learning and honing my ability to counsel clients in a wide range of complicated tax planning. Hiring a tax attorney presents a unique set of challenges, and you need to take care to hire a tax lawyer that has the skillset and experience to help you. As a tax attorney, I have extensive experience advising individuals and businesses on strategies to minimize their taxes. Josh starts by reviewing their financial situation, business, and current taxes. Afterward, Josh will prepare a proposal and highlight how you have maximized your tax savings so you have more money to do the things you love.

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Types of Tax Planning

Individual Tax Advice

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Structuring Transactions

Josh frequently works with business owners and entrepreneurs to work through the best way to structure a transaction, such as buying or selling a business or purchasing real estate. Using his extensive knowledge of tax law, Josh can ensure you are not leaving money on the table when making a big financial decision.

Business and Estate Succession Planning

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Choice of Entity

Starting a new business is a big undertaking. One of the most important decisions when starting a new business is what type of company should you create? Josh will help you work through the pros and cons of forming a Limited Liability Company, S Corporation, C Corporation, Partnership or Single Member Limited Liability Company so that you can do what you do best: run your business.

Working with a Tax Planner