Private Company and Personal Financial Services
Whether it is a sole proprietorship, or a privately listed enterprise, ensuring that the right steps are taken to optimize earnings takes scrupulous planning and experience. We help private businesses, business owners, and high-net worth individuals address their income tax, inheritance tax, gift tax, tax management, and business succession needs. We understand that client goals in this space are individual and unique so we tailor our services to fit their requests.
■Advise on measures for business succession
■Consult on the taxation of business succession (inheritance and gift taxes)
■Provide overall support for the taxation of business owners and their businesses
■Advise on capital policies
■Provide compliance services for inheritance tax, gift tax, and income tax
■Advise on the funding of inheritance tax payments
■Consult regarding payments-in-kind and delayed payments options
■Consult regarding group reorganization for privately owned companies
■Provide tax audit support
■Advise on the utilization of foundations
■Form employee shareholding associations