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May 19, 2024

Service Areas

Corporate Tax Checkups

From time to time, it is useful to take a fresh look at a corporate structure to determine whether every available tax-planning opportunity has been employed. This exercise is worthwhile every few years because circumstances and laws change, yielding new opportunities.

When approaching this kind of engagement, we

  • meet with representatives of the corporation, or the corporation's accountants, to review the group's overall structure, financial statements, and tax returns;
  • prepare a short report summarizing our tax-planning ideas;
  • where warranted, prepare a detailed implementation memo to put our tax-planning ideas into effect; and
  • monitor the structure for opportunities created by changes in tax laws or other circumstances.