Almost all major business transactions have significant, and sometimes hidden, tax implications. The advisors at TFO Phoenix have extensive experience serving the tax planning and reporting needs of the closely-held businesses of our clients. Those businesses include real estate development, residential and commercial property rental, golf courses and clubhouse facilities operations, construction, small retailers, professional services and more. Through this experience, TFO Phoenix advisors are equipped to understand and manage the critical dynamics between the business entities and the owners thereof. TFO Phoenix can serve as your partner in navigating the complex tax laws governing businesses and business entities to ensure that the tax consequences of your business activities align with your individual financial goals. Our proactive planning services will assist you in developing the most advantageous business and tax structures that enable the interaction between the businesses and the owners in a tax-efficient manner. Our client service teams have extensive experience in many income tax specialty areas, including:
- Pass-through entity taxation, including partnerships and S corporations
- Structuring dispositions of a business or specific portions of a business
- Restructuring complex business structures
- Distressed asset and distressed debt planning
- Capital restructuring
- Creating effective and efficient structures to acquire businesses
- Due diligence in business acquisitions and mergers
Business Tax Compliance Services include:
- Business entity income tax return preparation (corporations, partnerships, LLCs)
- Family investment partnership accounting
- Transactional and long-term planning
- Fiduciary (trust) tax planning and return preparation
- Private foundation income tax planning and return preparation
- Distribution and cash flow planning