Do you want a tax lawyer who has a CPA, and the experience that goes with it? I am that lawyer. I worked for Price Waterhouse. Then I operated my own practice, to pay my way through law school at the University of Texas. As another revenue source, I handled million-dollar returns for the IRS. Contact me to schedule a consultation with an experienced business tax planning attorney.
As a practicing tax lawyer, I have planned transactions and then defended them when the IRS made its inspection. The best foundation for tax planning is actual experience drafting tax returns, defending audits, appealing proposed assessments, litigating assessments, and appealing tax judgments. You have to know what happens when your plan is put under the microscope. This makes you an effective planner: you know how far you can go. You also know what is risky and what is, in fact, not risky. And you have to know just how risky an approach is.
And you have to have the experience that helps you evaluate all of the alternative structures to accomplish your objective.
Sometimes the most sophisticated structure is difficult to find, but elegantly simple when you do. When you begin to see approaches that are simple but get the job done, you are a good tax planner.
When you decide to pay a tax to obtain future business or tax benefits, you focus on how much you pay, and when. Then, you are a good tax planner.
The experience, in my case, comes from handling the startup of business entities, the ownership structure, the investment, the financing, the methods for getting money out of the company, and such.
Of course, I was practicing in the old tax shelter days. I find some of that experience relevant today.
Purchase and sale transactions offer tax opportunities, especially in three-way transactions. Investments such as venture capital require you to integrate the tax planning with many other legal considerations, such as control of the entity.
Please contact me through this site's Contact page. My clients are generally from Central Texas, including Austin, Bastrop, Georgetown, Marble Falls, and Round Rock. Some of my clients may come from Bryan, San Angelo, Temple, and Waco. Several clients have come from other states.
