||Tax planning must be an integral component of overall business and investment strategies.|
With taxes an ever present cost component of business and investment activities, it is imperative that tax planning be thoroughly incorporated into overall business and investment planning. In order to maximize profitability and minimize potential exposure to tax liability, tax planning must be fully integrated into the structure of every transaction.
• Choice of entity
• Structuring acquisitions or dispositions of closely-held businesses
• Merger and acquisition reviews
• Structuring partnerships and joint ventures
• Business consolidations and divestitures
• Debt restructuring and recapitalization
• Venture capital and real estate investments
• Executive compensation planning
• Federal, state and local tax credits and other tax incentives
Estate and Succession Planning
• Gift and estate plans
• Use of trusts in gift, estate and asset protection planning
• Grantor Retained Annuity Trusts (GRATs)
• Family partnerships and Limited Liability Companies (LLCs)
• Irrevocable life insurance trusts
• Multi-generational dynasty trusts
• Charitable remainder and charitable lead trusts
• Business management succession planning
• Retirement asset planning
International Taxation Planning
• Management of worldwide taxation
• International acquisitions, divestitures and corporate reorganizations
• Transfer pricing
• Cross-border cost sharing
• Repatriation of profits
• Export incentives
• Tax planning for global investment portfolios
• Offshore trusts and international estate planning
• Inbound investments
• Foreign investment in
U. S. real estate
State and Local Tax Planning
• Management of multi-state taxation
• State apportionment and allocation strategies
• Compliance and nexus reviews
• Tax credits and other incentive programs
• Sales and use taxes
• Transfer taxes
• Miscellaneous taxes
Tax Reporting and Compliance
• Corporate, partnership, estate, gift, foundation, trust and individual income tax returns
• Tax accounting methods and elections
• Cost segregation studies
Margolin, Winer & Evens LLP is one of the largest accounting and business advisory firms in the Northeast. Since 1946, MWE has provided expert tax advice to businesses and individuals.
A specialist in tax consulting for closely-held businesses and high net worth individuals, MWE is recognized for providing comprehensive, high quality tax services. At MWE, tax partners are intimately involved in every engagement, working hand-in-hand with clients and MWE engagement team members to ensure that tax planning strategies are properly and effectively developed, coordinated and executed.
Owners and executives rely on MWE to help structure their business ventures and transactions to realize the greatest tax advantages. Our assistance in this area extends to working with investment bankers, lending institutions, attorneys and others to structure proposed transactions in order to achieve the best overall financial results.
MWE’s involvement is critical, beginning with the embryonic stages of development, to ensure that all tax issues are identified and fully considered before the structure of a transaction or new venture is finalized. Companies that do not adequately and promptly consider the tax implications of a new business venture risk exposure to unnecessary tax liability. Similarly, tax planning is critical to the growth and operation of the enterprise. Tax planning for exit strategies must also figure prominently in the life cycle of a venture.
MWE’s tax professionals are experienced at developing and implementing tax strategies that minimize the impact of taxation and ensure compliance with tax rules and regulations. Our tax planning capabilities include a full range of consulting services for entity formations, joint ventures, acquisitions, restructurings, liquidations, dispositions and leveraged buyouts.
For businesses with multi-state operations, MWE provides comprehensive state and local tax planning services to corporations, pass-through entities and multi-jurisdictional trusts. We work closely with these clients to minimize their overall income, franchise, sales, use, property and excise tax burdens.
As business becomes more globalized, international taxation is fast becoming a central focus for companies with multi-national operations. Our tax experts provide advice on a broad range of cross-border transactions, including structuring joint ventures between U.S. and foreign parties and utilizing offshore entities to conduct foreign operations.
Through an extensive network of strategic alliances and offshore affiliations, we also provide a full range of start-up and administrative support, as well as the necessary tax and accounting services for clients establishing offshore operations.
Of special significance to globalized businesses is the treatment of e-commerce, which is an evolving area of tax law. MWE is intimately involved in monitoring developments in this emerging market and advising clients of their potential application.
MWE’s tax planning services for both domestic and international clients also include tax reporting and compliance to ensure that the benefits of planning are realized. MWE provides a full spectrum of essential services including cost segregation studies, preparation of tax returns, reports and fiduciary accountings, and advice regarding tax elections and methods of accounting. In addition, we represent clients in tax examinations and during the administrative process.
MWE’s tax services also extend to estate, retirement and business succession planning. Our focus is on helping the owners of closely-held businesses develop and implement strategies that optimize and control wealth accumulation, while minimizing taxes on the transfer of assets to their heirs. Planning in this area includes the efficient use of trusts and family partnerships for financial and estate planning and asset protection.
The professionals who comprise our Tax Planning Practice Group represent the highest standards of achievement in the field. Many are active in leading professional and industry associations and serve on specialized committees in order to remain current and to positively impact the profession and the business community. Group members also frequently lecture to trade and professional organizations and contribute articles to leading journals and business publications.
Whatever your need, MWE has the tax planning experience and capability to help position your business and investment activities for enhanced profitability. We call it turning vision into value. You’ll call it one of the best planning decisions you’ve ever made.