Tax Consulting
Comprehensive planning for closely-held businesses, individuals, and real estate and private equity funds
In order to effectively plan, taxpayers need to understand the impact of the various federal, state, and local tax laws and regulations and how they impact their daily lives and their businesses. Ultimately effective tax planning translates into broader financial well-being, and our experienced team works closely with each client to achieve their unique goals.
Kaiser & Bonds works with clients to develop a deep understanding of their tax and financial picture in order to provide them with a detailed and comprehensive approach to tax planning. This area of our practice continues to grow in importance as the tax environment continues to change, most recently with the passage of the Tax Cuts and Jobs Act in 2017.
Areas of Specialization
- Assisting medical practices, law firms, consulting companies and other entrepreneurs with entity formation, structuring, and other tax issues associated with day-to-day operations
- Providing year-end tax planning and multiple year tax projections
- Assisting family-owned and closely held business with their succession plans
- Providing Tax Compliance and Tax Consulting Services aimed at managing and preserving businesses and wealth, estate and succession planning, sensitive wealth transfers and philanthropic strategies
- Advising on the formation and structuring of trusts and estates that minimize the impact of gift, estate and generation skipping taxe.
- Consulting on efficiency, financial risk management, cost reduction strategies and overall compliance with regulations related to business operations and investment activities
- Advising clients on fund formation, structuring, winding-up and asset acquisition and divesture
- Addressing complexities associated with §743(b) and §734(b) basis adjustments, partnership income allocations, maintenance of capital accounts, targeted allocations and waterfall arrangements
- Providing tax compliance and advisory services for portfolio companies
- Analyzing and advising on like-kind exchanges, passive activities, net investment income tax and other complex transactions faced by private equity firms and real estate investors.
- Serving owners, developers and investors across all property types, including residential, commercial and industrial, and assisting with opportunity zones and affordable housing credits
- Providing advice on tax compliance and reporting matters including partnerships and operating agreements, cross-border issues among other industry-specific tax issues.
- Assisting domestic companies with tax implications of expanding operations internationally
- Performing industry specific transfer pricing analyses and providing ongoing support to support business growth.
- Facilitating the introduction of foreign-based products and services into the U.S. market.
- Assisting domestic companies with tax implications of expanding operations internationally
- Performing industry specific transfer pricing analyses and providing ongoing support to support business growth
- Facilitating the introduction of foreign-based products and services into the U.S. market