Tax & Business Group

A significant part of running a business, managing an investment portfolio, or even handling personal finances is managing your tax burden, and that can become a highly complex affair as you become more affluent and incorporate more elements into your income structure. Managing these tax burdens is vital to maintaining profitability and mitigating liability, but most people either struggle to keep track of every nuance of tax law or simply don’t have the time to stay up to date on IRS and state codes.

Hart David Carson solves this problem by providing skilled legal guidance to small businesses, large organizations, and individuals on all tax matters. We can assist you by minimizing your tax exposure and liability, creating effective tax plans, and counseling with you on the management of your assets and finances.

Businesses and Corporations

We act as your guide through the complex legal and financial processes of planning for your assets, revenue, entity type, and other matters pertinent to your tax liability. Our attorneys work with your business through regular consultation, helping you remain profitable as your organization grows and develops.

Not only will this help you manage assets in a way that minimizes tax exposure on the state, local, and national levels, it also enables you to avoid various pitfalls that could otherwise become problematic later on.

Legacy and Estate Planning

Many affluent individuals and private business owners need specialized planning to make sure their legacy is passed on to their descendants. Various financial matters may result in that legacy being preyed upon by the state and federal governments, so it’s important to manage those in a way that shields them from those liabilities.

Not only is effective estate planning important to avoiding estate taxes and probate court proceedings, but it can also reduce other tax-related liabilities long before that transfer of assets occurs. Additionally, your heirs may face their own tax burdens after those assets are transferred to them, so it’s important to structure your assets and other wealth in a way that mitigates this. Our attorneys have extensive experience with all matters related to estate planning and asset protection, so contact us to review your situation.

Legal Counsel and Tax Planning Services

Businesses, financial institutions, and individuals alike all need to keep their assets well protected, including from the IRS. While the law requires a financial obligation of all entities toward government bodies for the maintenance of society, it also affords numerous allowances that are intended to help you be financially successful.

Careful structuring of your investment profile, liquid and real assets, and other forms of wealth is key to making sure the burden you carry is as small as possible. Our highly sophisticated tax advising services can help you cope with an equally sophisticated tax code and come out on top. Hart David Carson can assist you in the following ways:

• Strategies to manage and transfer wealth
• Creditor protection
• Minimizing tax exposure through numerous legal methods
• Exit planning and family succession
• Advising on ESOPs and other plans

To begin working with us to handle your tax planning, contact Hart David Carson today.