Our firm provides advice and assistance in business entity selection and formation. We help clients establish and operate LLC’s, corporations and other business entities. We also provide advice concerning all aspects of starting a new business. Our services for businesses include establishing new businesses (Limited Liability Companies, S Corporations, C Corporations, Partnerships), drafting LLC operating agreements, shareholder agreements, family businesses, business contracts, internet-based businesses, buy/sell agreements, succession planning, and assistance with buying and selling businesses.
Our firm assists clients in researching and resolving tax-related questions and issues. We advise clients concerning tax issues for individuals, businesses, trusts and estates. Our tax law related services include preparing federal and state tax returns, resolving tax controversies, and assisting with other IRS and Georgia tax related matters. We assist clients in resolving taxes owed to the Internal Revenue Service and/or Georgia Department of Revenue. We can also help taxpayers who need to catch up by filing past-due tax returns. We assist taxpayers who owe past-due balances in evaluating their options, including establishing installment agreements or filing offers in compromise when appropriate.
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.
The estate planning process typically involves preparation of wills with trust provisions (and sometimes revocable “living” trusts), powers of attorney, and advance directives for health care (sometimes called “living wills”). 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 also prepares highly specialized trusts for clients with specific needs, including retirement plan trusts, life insurance trusts, marital bypass trusts, family bank trusts, irrevocable trusts, gun trusts, intentionally defective grantor trusts, supplemental needs trusts, Crummey trusts and other specialized gifting trusts.