Estate planning is the process of planning for an efficient disposition of assets following a person’s death. This process varies significantly for residents of different states. Our firm assists Georgia clients in reviewing and evaluating the tax issues and non-tax issues related to their estate plans.

This process typically involves preparation of wills with trust provisions (and sometimes revocable “living” trusts), powers of attorney, and advance directives for health care. The process also frequently involves retirement and income tax planning, reviewing insurance policy and retirement plan beneficiary designations, reviewing property ownership, estate tax planning, lifetime gifting strategies, and planning for the most efficient transfer of assets to intended beneficiaries in accordance with the unique needs and circumstances of the client’s family.

Our firm assists clients in researching and resolving tax-related questions and issues. We advise clients concerning tax issues for individuals, businesses, non-profit organizations, trusts and estates.

Our tax law related services include: preparing federal and state taxes, resolving tax controversies, and all other Georgia tax related matters. We assists clients in controversies with the Internal Revenue Service and/or Georgia Department of Revenue. We can help taxpayers who need to catch up by filing past-due tax returns. We assist taxpayers who owe past-due tax balances in evaluating their options. We also help clients establish installment agreements or file offers in compromise with tax authorities when appropriate.

Our firm provides advice and assistance in business entity selection and formation. We regularly help clients establish and operate LLC’s, corporations, non-profit organizations, and other business entities. We also provide advice concerning all aspects of starting a new business.

Our services for businesses include: establishing new businesses (LLC, S-Corps, Partnerships, and Non-Profits), forming operating agreements, shareholder agreements, partnership agreements, business contracts, internet based businesses, and aiding in buying and selling businesses.

There is a lot that goes into properly setting up your business, from taxes to operating agreements to business contracts. Get the expert help you need in organizing your business with C.David Rowe, PC.