Tax Planning

We keep apprised of the most current and developing tax laws and provide thorough research and advice on all tax matters, to our individual and business clients, with an emphasis on Federal and Michigan income, gift, estate and generation skipping taxes. The objective of our tax service is to review, analyze and plan for the avoidance, reduction or deferral, to the extent possible, of the unfavorable tax consequences which attend the various transactions and events of business and personal life. Our tax services include pre- and post-death estate, gift and income tax planning, as well as planning for corporate mergers, reorganizations, acquisitions, sales and stock redemptions.

Our tax planning services include:

• Choice of entity for business operations
• Preparation of incorporation, selection, family limited partnership, and limited liability company documents
• Advising corporations in acquisitions, redemptions and financing transactions
• Deferred compensation and other retirement planning strategies
• Planning redemptions, distributions and recapitalizations for corporations
• Assisting tax-exempt organizations in obtaining and maintaining their exempt status
• Preparation of estate and gift tax returns