A tax attorney shouldn’t just focus on crisis management during an IRS audit or dispute. Instead, your lawyer can help you understand how you can use the current tax laws and regulations to your advantage, protect your assets, and craft a long-term tax plan that keeps more money in your pocket.
Whether you are an individual, sole proprietor, LLC, LLP, or corporation, everyone is concerned about their taxes. Our tax attorneys at Silverman Law Office, PLLC take the time to learn about you or your business and how best to minimize the size of the government’s tax-bite. We will ensure that you receive the best attention possible to both your personal and business tax matters.
We Help Individuals Understand and Manage Their Taxes
An individual tax plan is essential to your wealth management strategy. Whether you are interested in managing your estate or income tax obligations, one of the tax attorneys at Silverman Law Office, PLLC can help. For individuals, we are concerned about your investments, retirement, and personal transactions. Our vast experience in handling estate planning, charitable contributions, conservation easements, and 1031 tax-free property transactions can be an advantage for anyone of any income level. We assist individual clients with a wide variety of tax issues, including the following:
- Asset protection
- Estate planning solutions that minimize tax burdens through trusts and other tools
- Charitable giving
- Individualized tax planning
- IRS audits, appeals, and litigation
- Tax liens and levies
- Tax relief, including offers in compromise
- Valuation disputes
When you work with a Silverman Law Office tax attorney, you can be sure you will get personalized attention and customized solutions.
Businesses Can Benefit From Strategic Tax Planning
For businesses, we work hard to understand how your business operates in order to decrease your tax liability, as well as create business efficiencies that others may not recognize. If your company operates in multiple states, we can work with your business to minimize the negative effects of the multi-state tax-bite. Our vast experience in contracts is a key ingredient in our ability to effectively work for your business while allowing you to keep the government out of your pocket. We assist business clients with a wide array of tax concerns, including the following:
- Complex partnership tax issues
- S Corporation tax planning
- C Corporation tax planning
- Commercial real estate investment
- Energy, oil, and gas taxes
- International tax planning and compliance, including Foreign Accounts Tax Compliance Act (FACTA) and Foreign Bank Account Reporting (FBAR) matters
- Taxation issues involving real estate investment, private equity, and financial instruments
The tax attorneys at Silverman Law Office, PLLC can also help you dive into your business, employment, and other tax obligations, looking for potential savings and efficiencies. We also assist companies with IRS and state tax compliance and disputes. If you’re concerned about your taxes, need help resolving a tax lien, or want to protect your assets, contact our tax attorney for a confidential evaluation.
What Is Our Approach to Tax Planning?
Tax planning with the right team is the key to minimizing the tax effect on your business or personal finances for both short- and long-term financial success. One of the tax attorneys at Silverman Law Office, PLLC can help you understand your tax burden. We can also help protect your financial interests with a well-built, legally-compliant tax plan.
We pride ourselves on our attention to detail. We deeply value our clients and spend time getting to know them. We get to know their goals, their financial portfolios and assets, and review their tax documents. Once we have a strong understanding of their unique situation, we work with them to identify potential solutions. Sometimes, this involves creating a comprehensive estate and business succession plan that takes taxes into consideration.
Estate Planning Can Help You Decrease the Size of Your Taxable Estate
Estate planning is often a parallel process to business succession planning. Unfortunately, it is often at the bottom of most business owners’ to-do lists. Without prior planning, problems can arise. Through estate planning, you may decrease the size of your taxable estate by creating trusts for your spouse and children, or through other techniques. This includes gifting or selling business interests to family members or others involved in the business. Additionally, irrevocable life insurance trusts can be utilized to provide liquidity to pay estate taxes without increasing the size of the taxable estate.
For more information about our unique perspectives on tax and estate planning, contact Silverman Law Office, PLLC for a confidential evaluation.
Schedule a Consultation With Our Tax Planning Attorneys Today
If you’re ready to build a comprehensive tax plan for your family or business, it’s time to schedule an appointment with a skilled tax attorney at either of our Bozeman or Helena, Montana offices. At Silverman Law Office, PLLC, we pride ourselves on client-focused, personalized representation. We guide our clients through complex tax, business, and estate planning matters with the goal of protecting their long-term interests. To schedule a confidential evaluation, contact us today.