Houston Tax Planning Attorney
Consider the Tax Implications
When making decisions about financial transactions, tax planning can make a substantial difference in profitability and continuing costs.
At the Houston law firm of Robert M. Mendell, Attorney at Law, P.C., clients will work with a Board Certified Tax Lawyer and Attorney CPA who has more than 40 years of experience in federal tax law.
Structure Transactions in a Tax-Advantaged Way
When establishing a business or family limited partnership, or buying or selling a business or real estate holdings, tax planning can help you structure the transaction in a way that minimizes the tax liability.
Business Formation and Choice of Entity
In business formation, tax planning can affect tax liability of the entity and its owners for the life of the business. For example, a C corporation is subject to double taxation (taxing the business and the shareholders separately), while other entities may provide for “pass-through” treatment, resulting in one level of tax at the owner level. Consequently, a choice of entity analysis almost always involves consideration of the U.S. income tax implications associated with the type of entity. For more in-depth analysis regarding entity selection, see the following legal seminar handouts prepared by the law firm of Robert M. Mendell, Attorney at Law, P.C.:
- Closely Held Corporations Seminar Handout
- Limited Liability Company Seminar Handout
- Family Limited Partnership Seminar Handout
Estate Planning Techniques for Tax Reduction
Family limited partnerships and life insurance trusts are other tax-planning tools designed to, among other things, legally pass assets to heirs with reduced U.S. estate taxes.
- Family Limited Partnership Seminar Handout
- List of Family Limited Partnership Seminars presented by Robert M. Mendell
- Life Insurance Trusts Seminar Handout
Mergers and Acquisitions
Tax planning should be an integral part of all mergers and acquisitions, often involving sophisticated strategies for income tax reduction or tax deferment.
- Business Acquisitions Seminar Handout
- List of Business Acquisitions Seminars presented by Robert M. Mendell
- Article: ” Negotiating the Business Acquisition in a Buyer’s Market”
- Article: ” Personal Goodwill”
Posturing Tax Planning in Case of Future IRS Tax Audit
One of the biggest concerns of any successful business or individual is tax liability and the possibility of being audited, or facing penalties for IRS violations. When implementing sophisticated tax planning for a client’s business transaction, the client should be made aware of the risks involved in implementing a particular tax-advantaged strategy and the tax lawyer should compile well-documented and well-supported tax research and conclusory memos regarding such tax positions in case a future IRS tax audit later materializes.
- List of Tax Related Seminars presented by Robert M. Mendell
- Article: ” U.S. Income Tax Laws Are Too Complicated!”
Consider the Tax Implications of Your Business and Personal Affairs
An experienced tax lawyer can help assess the tax implications of any major financial transaction or estate planning decision and recommend alternatives. Our Houston law firm can assist clients in avoiding double taxation, implementing estate tax reduction strategies, postponing the realization of tax through tax deferral techniques, converting ordinary income into capital gains, and minimizing overall tax liability.
Robert M. Mendell is both a Board Certified Tax Lawyer and Attorney CPA and has presented over 200 tax and business law seminars. Contact our office by email or by calling 713-888-0700.
