Family Business Planning

Investment & Tax Planning & Compliances

Taxes are an enigma, which requires cohesive and individualistic approach for maximum advantage.

Every business wants to minimize their taxes, but often tax strategies that look good by themselves can be less serviceable and even tricky in the context of whole business.

We can help manage the overall tax position, sustaining growth and innovation, while managing risk and maintaining and maximizing personal wealth.

Areas, in which we can assist:

  • Tax return compliance for businesses, partnerships, trusts, other organizations and individuals & HUF’s.
  • Annual planning for businesses and individuals to ensure maximum yield & tax saving.
  • Assistance in ascertaining the best type of entity to form when setting up a new business and assistance in applying for licenses and filing necessary forms.
  • Management & Planning for creation & preservation of wealth and planning for retirement.

Succession Planning

Succession planning facilitates future business direction, elucidates future ownership structure, resolves conflicts among family members and gives a boost & strategic approach to business planning efforts.

Each closely held business has its own set of goals, opportunities & associated risks.

Areas, in which we can assist:

  • Identifying & prioritizing long-term income goals
  • Investment analysis and strategies
  • Recommending & Implementing an Action Plan keeping in mind tax law changes, economic events, changes in family structure or lifestyle, and other factors that may influence goals or strategy.
  • Wealth & Estate planning to leverage the available resources.
  • Retirement planning