Tax Planning

Practices

Tax planning can be overwhelming for some people. Others just don’t have the time or knowledge to do it right. Our professionals are equipped with the knowledge and insight to help you in any and all areas of tax planning; including federal income taxes, estate and gift tax planning, and the formation of charitable organizations.

How We Can Help Your Tax Planning

  • Whether you can deduct expenses;

  • Whether you can defer or exclude income;

  • Choosing & complying with the best tax classification for your business, such as partnership, S corporation, C corporation, disregarded entity, etc.;

  • Qualifying a merger, acquisition, division, or restructuring as a tax-free reorganization;

  • Qualifying for tax credits & incentives;

  • Forming a nonprofit & qualifying for 501(c)(3) or (4) tax-exempt status, such as for charitable, religious, educational, or social welfare purposes;

  • Planning to minimize federal estate, gift, & generation-skipping transfer taxes;

  • Avoiding Louisiana franchise taxes;

  • And much more!

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