Areas of Practice

Tax Planning

 

Alexander & Associates is a trusted California law firm known for our adept handling of a variety of tax matters. Our firm offers tax planning and structuring services for an array of individuals and organizations. Regardless of the nature of your current tax concerns, you can depend on Alexander & Associates for high-quality legal counsel and representation.

Proactive Taxing Planning

We help individuals, business owners, and organizations reduce their tax burden while minimizing audit risk. Our clients include high-net-worth individuals, healthcare providers, closely held businesses, schools, and tax-exempt organizations, as well as international entities subject to tax in multiple countries. Planning areas include:

  • Entity structuring and restructuring

  • Distributions and ownership interest redemptions

  • Real estate and investment tax strategy

  • Tax reduction strategies

Pre-Liquidity Event Planning
The best time to plan for the tax consequences of selling a business or taking a company public is before the sale. We help clients restructure ahead of a liquidity event to reduce capital gains, income, and estate taxes, and to build in wealth transfer opportunities.