Closely Held Business Taxation Planning

Jostock & Jostock, P.C. provides essential representation for the owners of privately held and family-owned businesses. Our firm develops an in-depth understanding of our clients objectives concerning the future ownership and management of the business, the roles of family members in the business and other business dynamics. We assist the family in understanding critical non-tax issues that will frame the appropriate tax approach and recommend specific techniques to address the business and wealth preservation, including but not limited to:

  • Appropriate form of business entity and necessary capitalization;
  • Creditor protection income, estate and gift tax savings;
  • Preservation of financial assets and cash flow;
  • Preservation of family wealth, multi-generational planning and valuation of the business and other assets; and
  • Succession planning.
  1. Please feel free to contact us with any questions, comments or if you would like to set up a consultation