Commercial Tax & Estate Planning
Protect what
you’ve built
Prepare your business for whatever comes next.
Our strategic planning services help you manage taxes,
protect assets, and secure a lasting legacy.
What is Commercial Tax & Estate Planning?
Commercial Tax & Estate Planning is your roadmap for the future. It helps you reduce tax obligations, protect what you’ve built, and prepare for a smooth transfer of assets to beneficiaries in cases of death, critical illness, or disability.
Crafting your business’s tax and estate plan
A strong tax and estate plan helps safeguard your business. We work with you to build a plan that preserves your legacy, aligns with your long-term goals, and supports continued success.
The foundation
of your plan
Your plan starts with essentials like a will and powers of attorney, clarifying asset management and decision-making. We then help you integrate trusts, insurance, investments, and the ideal business structures to optimize tax efficiency and protect assets.
Advanced strategies
Beyond the basics, we include tailored strategies that reinforce stability and protection, addressing complex needs as they arise.
Additional considerations
Your corporate structure plays a key role in tax and operational efficiency. We help you evaluate options—whether a corporation, partnership, or other entity type—to align with your goals and adapt to changing needs.
Future-proof your business
Asset protection
Shield your business and personal assets from unforeseen challenges, securing wealth for future generations.
Tax efficiency
Our advisors provide proactive, adaptive strategies to help you navigate tax obligations effectively, ensuring your plan aligns with current laws and maximizes your financial benefits. We collaborate with your accountant, helping to strategize and plan for taxes with a coordinated approach.
Succession planning
Prepare for a smooth business transition. Whether it’s passing the business to family, selling it, or another option, we can tailor the plan to fit your goals.
Let’s simplify your financial future.
Our team is here to ensure your legacy is secure and your finances are streamlined, so you can focus on the future with confidence.
Frequently asked questions
Find answers to common questions about our commercial tax and estate planning.
Why is tax and estate planning important for my business?
Tax and estate planning protects assets, supports smooth ownership transfers, reduces tax obligations, and prevents conflicts. A structured plan safeguards profitability and prepares your business for the future.
When should I start tax and estate planning for my business?
Starting early is ideal, but it’s never too late to put a plan in place, no matter where your business is in its lifecycle.
Who should be involved in tax and estate planning?
Tax and estate planning typically starts with business owners and an accountant. As the plan develops, family, beneficiaries, and other stakeholders may also be involved.
Who can assist with tax and estate planning?
We recommend working with trusted professionals, including an accountant, a lawyer, and our Gifford Carr advisors.
Have more questions?
Contact us for more information.
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