Tax
Hathaway & Kunz attorneys have extensive experience, qualifications, and education in all aspects of federal and state income tax planning for individuals and businesses, as well as federal and state property tax, gift tax, and estate, inheritance, and transfer tax planning and compliance.
Our firm’s transactional tax planning and wealth preservation practice is closely associated with and integrated into all other practice areas, as well.
Knowing that virtually all business and personal transactions, gifts, transfers, and estate plans have inherent tax consequences, we’re committed to proactive analysis and recommendation of our clients’ tax mitigation strategies and options.
Among the many legal techniques and strategies we routinely consider, recommend and implement are:
- Business entity and organization tax elections and strategies
- Business recapitalization, qualified and non-qualified stock option and retirement plans, and employee stock ownership plans (ESOPs)
- Business succession plans, shareholder and “buy-sell” agreements, and intrafamily loan and shared equity transactions
- Family limited partnerships and limited liability companies
- Generation skipping and “dynasty” trust plans
- Installment sales to heirs or irrevocable grantor trusts
- Irrevocable trusts, spendthrift arrangements, and gifting programs
- Life insurance planning
- Post mortem and lifetime tax strategies, including disclaimers and renunciations
- Private and public charitable gift programs and techniques, including charitable and split interest trusts, corporations, charitable gift annuity plans, donor advised funds, and private foundations
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