The key to tax savings is planning.
Individuals and businesses face a wide range of choices that have important federal and state tax implications. At Lourie & Cutler, we take a multidimensional perspective that encompasses areas such as estate planning, business planning and tax law in order to tailor a customized plan to meet each client’s unique goals and needs.
- For business owners. From choice of business entity to acquisitions, mergers, reorganization and dissolutions, income taxes are a key component of any transaction. The transfer of business interests, whether through gifts, bequests, installment sales, redemption agreements, or cross-purchase agreements, has complex tax ramifications. Our attorneys have a wealth of tax and business knowledge and can assist our clients in structuring the transfer of business interests in the most tax-efficient manner, whether the transfer is to a family member, a key employee or an unrelated purchaser. Business owners will also benefit from our expertise in the pension and employee benefits
- For individuals. We advise individuals on a wide variety of income tax matters, including the structure of real estate investments and other business opportunities, investment in pass-through entities, planning with highly appreciated assets, charitable giving and the optimal disposition of IRAs and other qualified plan benefits.