Sentences with phrase «legal tax planning strategies»

Among many legal tax planning strategies, those are the simplest tax saving vehicles that will get you to your destination extremely quicker.

Not exact matches

When considering a business sale, a company owner typically faces a daunting intersection of several planning issues related to deal structure decisions, legal and regulatory considerations, income - tax minimization planning, wealth transfer, philanthropic strategies and capital - sufficiency analysis.

Wealth planning strategies have legal, tax, accounting and other implications.

From the moment the entrepreneurial spirit kicks in and you say «I'm going to start a business» to the day you wrap up your «exit strategy», and you either kick off a new business or retire to a vacation paradise, you need a professional law partner to guide your legal, tax, and business planning efforts.

TSSP's Core Platform is comprised of our «Pentagon» (our sourcing - as - a-business), fundraising, portfolio operations, business development, legal, compliance, accounting, and financial planning operations, as well as our strategy, tax, IT and other «non-investment» functions that work across disciplines to ensure robust risk management and investment support.

Malkiel also discusses the various tax deferral and (legal) avoidance strategies that are available to US investors (IRAs, Roth IRAs, Keogh Plans, annuities).

You should consider the counsel of an experienced estate planning professional and your legal and tax advisors before implementing such strategies.

A tax attorney will ensure that your tax planning strategies are within the framework of law and legal.

Our background in this area includes determining legal structures of joint ventures and related tax planning, developing business and operating plans and drafting and negotiating documents that protect intellectual property rights, provide appropriate governance controls and establish workable deadlock resolution and exit strategies.

Legal services provided by us include determining the appropriate business entity, jurisdiction and taxation status, structuring and formation of new entities, foreign investments, foreign collaborations, joint ventures, and technology absorption, setting up of branch offices, liaison offices or project offices, tax planning, developing and documenting shareholder agreements, creating executive employment agreements that attract and retain key leadership, identifying and securing intellectual property via trademarks, patents and copyright protection, creating business financing strategies, advising clients for ongoing business needs and transactions, distributorships, sales agreements, stockholders» buy - sell agreements, franchise agreements, intellectual property and license agreements, outsourcing agreements, licensing agreements and technology transfers, including hardware, software and other services and products, trade practices, advertising and promotions.

Bloomberg Tax, a leading resource for legal, tax and business information, invites business owners, tax, finance directors, in - house counsel, bankers and investment professionals including PE & hedge fund managers to learn how employee stock ownership plans (ESOPs) can provide more than just an exit strategy — they may be an opportunity for a growing business and its employeTax, a leading resource for legal, tax and business information, invites business owners, tax, finance directors, in - house counsel, bankers and investment professionals including PE & hedge fund managers to learn how employee stock ownership plans (ESOPs) can provide more than just an exit strategy — they may be an opportunity for a growing business and its employetax and business information, invites business owners, tax, finance directors, in - house counsel, bankers and investment professionals including PE & hedge fund managers to learn how employee stock ownership plans (ESOPs) can provide more than just an exit strategy — they may be an opportunity for a growing business and its employetax, finance directors, in - house counsel, bankers and investment professionals including PE & hedge fund managers to learn how employee stock ownership plans (ESOPs) can provide more than just an exit strategy — they may be an opportunity for a growing business and its employees.

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents

Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with your tax and legal advisors.

For this reason, in most cases, a team of professionals, including a workout advisor, tax professional and legal counsel, should be consulted to help understand the objectives and likely resolution strategies of the special servicer and to develop an action plan that protects and preserves the valuable indemnification rights and financial interest of the debtor and equity holders.