Tax

It is not how much you make, but how much you keep that counts.

At Shepard Schwartz & Harris, our accomplished tax advisors help business enterprises and their owners maximize profitability and personal wealth by controlling the tax impact of business decisions and investments. For not-for-profit organizations, our professionals provide tax advice that addresses the unique needs and requirements of these entities. For individuals and families with significant wealth, we provide tax planning related to charitable giving, gifting and other estate transfer strategies.

Business Entities:

Real estate acquisitions, dispositions, 1031 tax-free exchanges and financing
Sales, acquisitions, reorganizations and liquidations of businesses
Business succession plans
Business income tax planning
Executive compensation planning
Business entity formation and ownership strategies, including Employee Stock Ownership Plans (ESOP) and Real Estate Investment Trusts (REIT)
Buy-sell agreement structures
Deferred benefit plan development
Tax controversies, including representation before the Internal Revenue Service and state and local taxing authorities

Individuals:

Personal income tax planning
Charitable giving planning
Estate, gift and trust tax returns
Estate and gift tax planning
Generation-skipping transfers (GST) tax planning
Wealth transfer planning through trusts and other estate tax planning techniques
Stock option and executive compensation planning
Tax liability projection planning
Tax controversies and offers in compromise, including representation before the Internal Revenue Service and state and local taxing authorities

Not-For-Profit Organizations:

Donor reporting consulting
UBIT planning
Internal controls development and implementation
Multi-organizational structure planning and reporting