Outdoors Meeting

Closely-held
Business Entities

Owners of S-corporations, partnerships and LLCs) have tremendous opportunity to build personal wealth tax-efficiently leveraging Federal and State tax laws - if they follow a strategic approach and take a proactive approach to executing decisions to structure, grow and manage the business, accumulate wealth and an impressive retirement portfolio with an eye on tax savings and the impact of their decisions on their year-end K-1 every step of the way. 

 

 


 

While the tax laws are for s-corporations, partnerships, LLCs and Professional Medical Corporations are clear, it takes years of professional experience, expertise in understanding intricacies and nuances, and a laser-sharp focus on ever-changing tax laws to assist shareholders, partners and members optimize their true potential, and success.

Schedule a consultation and strategy session with us today.  We will have conversation, understand your pass-through financial structure and impact on your personal tax return and wealth, provide professional insight and advise you on where you may be missing the mark, and steps to take to get maximize business and personal potential in 2022, and beyond.

 

Services 

  • Legal Entity Selection

  • Multi-Entity Structures

  • Multi-year Tax Planning

  • Tax Projections and Analysis

  • Quarterly Updates and Refinement 

  • CFO Advisory

  • Federal & State Tax Return Preparation 

  • Financial and Retirement Planning

    • Maximizing 199A QBI 20% Deductions

    • Maximizing Retirement Savings

    • Maximizing CA PET Payments 

  • Accounting & Bookkeeping (select companies) 

  • Quarterbacking Team of Outside Advisors​

Industries

  • Professional Services​

    • Physicians

    • Attorneys

    • Professional Services Providers​​

  • Real Estate 

    • Residential rental portfolios​

    • Commercial rental portfolios

  • Technology & Digital Media

  • Hospitality & Retail​

  • Health & Fitness ​​​

  • Related Industries  

12 Benefits of an S - Corporation
CA PET Examples