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Lourie & Cutler - Tax, Estate and Business Consult

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Tax Planning

Tax Planning

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.

Lourie & Cutler’s practice areas include:

  • Tax planning
  • Estate planning
  • Business planning
  • Pension & employee benefits
  • Probate & trust administration
  • Tax controversy
  • International tax planning
  • Advising nonprofits

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Lourie & Cutler, P.C.
60 State Street, Boston, MA 02109
: 617-742-6720 : info@louriecutler.com

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