Minimizing the Impact
Taxes impact most of your business and financial decisions and many of your personal ones, so managing them is fundamental.
You might want to create an estate plan that transfers investments or business assets to your beneficiaries at significantly less than their fair market value for estate and gift tax purposes. Or learn more about a tax-advantaged structure that can reduce the federal tax rate on your business' export sales.
Perhaps you'd like to structure your new business enterprise in a way that provides short- and long-term tax advantages for you, your family and your estate. Or determine whether the innovative revenue source you're developing to support your not-for-profit organization's mission subjects it to tax on unrelated business income.
We can help. As a Bader Martin client, you'll benefit from a comprehensive array of tax planning, consulting and regulatory compliance services designed to minimize the impact of taxes on your personal, business and financial situation.
We have expertise in local, state and multi-state, federal, and international tax matters—including income taxes, as well as excise, estate, gift, sales and use, real and personal property, and payroll taxes. Many of our professionals possess advanced degrees in taxation.
When appropriate, through our firm's affiliation with DFK USA and DFK International, we can access additional resources located in tax jurisdictions across the country and around the world.
As a result, we have the knowledge and the depth and breadth of experience to effectively—and cost-effectively—assist you with all of your tax needs.
TAX COMPLIANCE AND CONSULTING SERVICES
Tax return preparation for local, state and multi‑state, federal, and international jurisdictions
Individual tax returns for U.S. citizens, U.S. residents, expatriates and foreign nationals
Business tax returns, including C corporations, S corporations, partnerships and sole proprietorships
Not-for-profit tax and information returns
Estate and trust tax returns
Representation in connection with tax examinations
Comprehensive tax planning and minimization strategies for individuals, businesses, not-for-profit organizations, estates and trusts
Planning for the tax consequences of significant transactions
Tax credits consulting
Tax provision calculations
State and local tax and nexus consulting
Succession and exit planning
Tax planning for business mergers, acquisitions and dispositions
Cost segregation consulting
Business entity selection
Consulting on the tax aspects of investments
Compensation, stock option, and fringe benefit consulting
Private foundations and charitable giving plans
Unrelated business income tax (UBIT) and not-for-profit status consulting