Important tax decisions are made throughout the year, not only when the return is prepared. Year-round advisory services help clients evaluate transactions before they are completed.
Advisory Topics
- quarterly projections;
- owner compensation and distributions;
- entity structure;
- equipment and vehicle purchases;
- retirement plans;
- real estate acquisitions and sales;
- hiring and contractor questions;
- capital transactions; and
- year-end planning.
Compensation Changes Before a Sale or Departure
Update projections when equity vests, a payout becomes likely or departure terms change. Our PE executive compensation review connects those events to the governing award, tax character and payment schedule.
When to Seek Advice
Consider a discussion before purchasing or selling a business or property, changing ownership, making a major distribution or entering a new line of business. Bring the proposed transaction and its timing to the conversation while alternatives can still be evaluated.
Project Loss Carryforwards and Future Income
Use multiyear projections to compare NOL deductions and rental-loss timing with expected wages, gains, and property sales. For family investment structures, family office tax planning addresses the management business and expense allocation alongside the owners’ returns.
Information for a Planning Discussion
Useful materials include recent returns, current financial statements, income projections, estimated payments already made and the proposed transaction documents. Explain what has changed since the last return and what decisions remain open. A clear picture of business and personal income helps frame the analysis.
Define the Advisory Scope
Discuss the decisions to be addressed, the records available and the timing of the work. Advisory services and annual return preparation can be coordinated, with responsibilities and deliverables established in the engagement. Start with a Tax Attorney Consultation to discuss your needs, or review tax strategy and planning for related services.
For families operating or considering a dedicated investment-management company, family office tax planning connects entity structure, compensation, records, and ongoing review.
Related Business and Tax Advisory Resources
Year-round advisory work connects financial information, business decisions, tax planning, and annual return preparation.
Discuss Your Tax Preparation and Planning Needs
Work with a Colorado attorney and CPA for coordinated business, individual, rental, and planning services.