Tax Planning

The professionals at EEP&B continually stay abreast of current tax issues and legislation in order to provide individual and business clients with accurate and efficient service. Keeping informed of the latest rules allows EEP&B to provide the most effective tax planning, consultation and compliance for a wide spectrum of clients. We use current developments in the tax laws to provide maximum financial accumulations with a minimum of tax liabilities.

Our tax professionals strategically formulate structured tax plans that increase tax benefits for both business and personal goals.

Our professional services include:

Tax Planning and Consultation - We develop tax plans to reduce consequences of debt restructuring and minimize tax burdens. We also structure tax-free consolidations or spin-offs of commonly-owned corporations or corporate subsidiaries.

Tax Preparation - We make use of computerized technologies and software in providing the most efficient preparation of tax returns for individuals, partnerships, corporations and not-for-profit organizations.

IRS Representation - We resolve IRS controversies including notices, examinations, protests and proceedings.

International Taxation - We structure foreigners’ investments in the U.S. We also possess knowledge of taxation of U.S. residents working abroad.

The array of services provided by EEP&B professionals goes beyond tax preparation and consultation. We also serve our clients by:

  • Maximizing interest expense and passive activity deductions;
  • Establishing employee stock option plans to facilitate ownership transfers;
  • Planning to minimize estate and gift taxes;
  • Assisting with establishing and funding of trusts including;