Quest serves our clients as they navigate their business in increasing their wealth via business value creation, focusing on increasing their net worth, and ultimately liquidating realization.
Along the way our clients need support in identifying and optimizing income and estate tax mitigation strategies to help with wealth preservation for their families.
Transactional tax planning: Preparing for sale and optimization of tax treatment, tax free options, like kind exchanges, opportunity zones, employee stock option plans, qualified small business stock and charitable planning.
Business tax planning:
Accounting methods review: Inventory (manufacturing, construction and distribution); Revenue and fixed assets.
Passthrough business planning: Active vs. passive, aggregative of interests, materially participating, net investment and self-employment tax mitigation and family tax bracket optimization.
Credits and exclusions: R&D, employment credits, energy credits and qualified business income.
Estate tax planning:
Lifetime exclusions optimization, charitable planning and family planning are included in estate tax planning.
Income tax planning is important for businesses in order to minimize their tax liability.
Quest can help businesses with tax planning by providing advice on how to structure their business in order to minimize their tax liability.
Can also help businesses with tax compliance, tax planning, and tax preparation.
Can help businesses save money on taxes by providing advice on how to structure their business and by helping them with tax compliance.
Can also help businesses with other financial planning needs such as retirement planning and estate planning.
Can help businesses save money and time by providing advice on how to structure their business, by helping them with tax compliance, and by helping them with other financial planning needs.