Business & Tax Planning and Corporate Finance Department works
with clients to develop timely, practical and cost effective solutions
to their business and tax planning challenges. We provide advice for
planning corporate and individual transactions in cooperation with
client’s accountant, personal financial advisor and estate planner.
These services also include an analysis of the international, federal,
and state income, estate, and gift tax implications and the consequences
for our clients.
We have extensive experience with C and S corporations,
partnerships, limited liability companies, and tax exempt organizations.
We review with our client the choices available to select the appropriate
legal structure for their particular needs, their tax objectives,
and their asset protection strategies. We will also complete and file
all of the necessary documents to form the company, register the business,
and obtain all applicable licenses.
After a business is established,
we can draft essential director and shareholder resolutions, maintain
corporate minutes and records, and prepare annual reports. We can
also act as a registered agent and arrange for the business to be
qualified in other states.
As the business progresses, we can negotiate
and prepare all contracts to protect the legal interests of our clients
in their commercial relations with their suppliers, customers, and
other interested parties. We offer, for example, agreements to transfer
or license technology, to franchise the business enterprise, to create
domestic or international joint ventures and wholly owned subsidiaries,
and to design deferred compensation or incentive stock plans for executives
When the business is ready to expand, we can guide
the client through the complex procedures to financing business growth
with debt or equity capital and to comply with all securities laws,
statutes, rules, and regulations.
In addition, we assist our clients
achieve their business objectives while minimizing possible adverse
tax consequences associated with mergers, acquisitions, reorganizations,
recapitalizations, dissolutions, and redemptions of businesses and
interests. During this process, we will examine, structure, and document
the transaction. We will also prepare and review agreements for all
related matters including the sale, lease, and exchange of real estate.
We can prepare a buy-sell agreement for the harmonious continuity
of ownership and management and the future disposition of the owners�
respective interests. We can also recommend to the client a business
succession or exit strategy to transfer ownership to other family
members, management groups, or separate parties.
Please contact Dennis
or Patrick Hanis
if we can be of assistance
with your business needs.