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Business Tax Planning

Business Tax Planning

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Small Business Taxes

The Capital Tax™ Approach

Business taxes are responsible for taking a large portion of your business profits, reducing cash flow to the small business and its owners. Our firm's model is focused to implement strategies that minimize that tax bill. We utilize a three-step approach to achieve optimal tax planning outcomes for our small business clients:

Step 1. Measurement


In this initial phase, we meet with you to learn more about your business model, your sources and uses of cash, and long-term growth strategies. The recently passed Tax Cuts and Jobs Act (TCJA) provides a significant number of tax reduction opportunities for small businesses. Our experienced team deeply understands not only the conceptual framework of the TCJA but also the practical implementation of how these new tax laws can provide savings for your business.

Step 2. Recommendations


We evaluate our findings from step one to form tax recommendations based on your business specifics. We also make tax planning recommendations every year, as your situation and the tax laws inevitably evolve. 

Our recommendations include:

  • Entity selection most appropriate for your business

  • New tax laws

  • Impact of Tax Cuts and Jobs Act (TCJA)

  • Tax efficient retirement plans

  • International business tax issues

  • Global employee mobility planning

  • Transfer pricing structures

  • Family business planning

  • Effectively use of employer benefit

  • Real estate tax planning, including passive loss strategies

  • Business succession and exit strategies

  • Bonus depreciation and Section 179 depreciation

  • Tax reform readiness

  • Family and multi-generational tax planning

  • Tax efficient investment strategies

  • Charitable giving such as charitable lead trusts and charitable remainder trusts

  • Trust and estate planning, including trustee and fiduciary guidance

Step 3. Implementation

Lastly, we implement your customized tax planning strategy and complete your tax returns. Our team adjusts implementation over the course of our client relationship as your business needs and targets invariably adjust over time. We also make sure that compliance issues are reflected on your tax return with the proper forms and schedules. Additionally, we apprise you of changes to tax rules and how to take advantage of them for your specific needs.

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