Next Plateau experts can help businesses, families and high-net-worth individuals develop optimum tax strategies that address all aspects of their financial situations. We focus on a wide range of advanced tax services, which include entity structuring, transaction consulting, family wealth transfers and others.

Tax Structuring/Choice of Entity

A company’s structure can significantly affect the tax planning opportunities available to its owners. The type of entity determines liability, tax rates and procedures, available deductions and other tax opportunities available to the business owner. Our professionals can help explore the advantages and detriments of various entities and help establish a more tax-efficient structure if the current one is not ideal.

Mergers and Acquisitions

Clients considering the purchase or sale of a business must consider the various federal and state income tax ramifications and potential tax planning opportunities. Considerations may include structuring alternatives, as well as different federal income tax provisions.

Our team can help you decide if the transaction should be structured as a sale of assets or as a stock sale. We will help determine the optimum sale price and consider the tax treatment of related expenses and payments maximizing tax deductions to the purchaser, or minimizing tax burden to the seller. We can also help determine the allocation of the purchase price of the assets being acquired.

Employer/Employee Benefits

Many companies offer some form of qualified retirement, cafeteria, tax-free fringe benefit or employee stock ownership plans (ESOP) as a way to protect individual income from taxation. Our professionals can help you to understand the requirements for various plans and explain the various options available. We will also suggest ways to utilize these plans as part of an overall financial strategy.