Business planning and transactions
How a business is organized, owned and sold determines what its owners owe. Mr. Mayeri addresses the agreements and their tax effects together.
Matters handled
- Entity selection
- Agreements between owners
- The purchase or sale of a business
- Structuring a transaction before it is signed
What to bring to the consultation
- Formation documents and any owner agreements
- The last two years of business returns
- A summary of the proposed transaction
Legal and tax effects together
Each option Mr. Mayeri recommends is presented with its legal effect and its tax effect, side by side. The format is as follows:
Example format, not advice
- Option
- [the option, in a sentence]
- Legal effect
- [the legal consequences]
- Tax effect
- [the tax consequences]
- Next step
- [who does what, by when]
Frequently asked questions
Does Mr. Mayeri work with other attorneys and accountants?
Yes. Mr. Mayeri provides tax consultations to other attorneys on their clients’ matters. He also works alongside a client’s own CPA or financial adviser.
How are fees and timelines determined?
Before any work begins, you receive the steps, an expected timeline and the fee in writing.
Other practice areas
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Tax disputes and IRS representation
IRS audits and notices, offers in compromise, innocent spouse relief and U.S. Tax Court.
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Estate planning and probate
Wills, trusts and the administration of estates.
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Asset protection
Structures and documents prepared with their tax effects in view.
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Divorce involving a business
The division of a business or complex assets, with the tax consequences addressed.