Business & Tax Planning

We bring our wealth of experience and expertise in all aspects of business and tax planning to custom fit each client’s unique needs.

As a competitive law firm in the ever-growing city of Atlanta, we understand completely the challenges that any entrepreneur faces when launching, steering, preserving, or repurposing a thriving company. We understand fully the gumption it takes to have an idea, watch an idea grow and multiply, and see that idea change thousands of lives for the better. We also know what it’s like to watch that same idea fade into the background, whether it’s to make room for the next great idea, or to make room for the next great chapter in a life worth living.

In addition to the bravery and business savvy that it takes to conduct successful enterprise, it takes the right business planning professionals to help ensure your company or companies do what they’re supposed to, function how they should, and accomplish every goal you’ve laid out. For decades, we have helped prospective and established business owners in Atlanta and throughout the United States with their business and tax planning needs.

Here are a few of our areas of business planning expertise:

Limited Liability Companies

You may be seeking an LLC structure to protect yourself from debts or liabilities incurred by the company, or to protect your business assets from personal claims. We can show you how to get the most out of your LLC, and how to make it work for you.

Limited Partnerships

If shared ownership with more customized control provisions is your business, you might benefit from a limited partnership. Our team knows all the ins and outs of limited partnership agreements and can guide you into leveraging this business entity.

Closely-Held Corporations

Closely-held corporations, including subchapter S corporations and qualified small business corporations, can be very beneficial under some circumstances. Let our team help you get the most out of your corporate business structure from a tax perspective.

Operating Agreements

As your business continues to grow and change, you may consider reviewing and revising your operating agreements. We offer experience in writing custom operating agreements to fit your business ownership needs.

Shareholder Agreements

The rights, obligations, and operative authority of your company’s shareholders are outlined in shareholder agreements. We can help you achieve shareholder success and avoid frustration.

Buy-Sell Agreements

Without a satisfactory buy-sell agreement in place, a partner’s departure from your business could cause mayhem, and derail your long-term business goals. Our team has the business planning experience you need to plan for this possibility.

Family Governance

Even the savviest of enterprising families can benefit from an expert set of eyes, ears, and thought equity regarding family governance issues.

Business Succession Planning

As your business grows, brings in outside investors, transitions to the next generation, or if you are looking to take some chips off the table or sell entirely, there are a number of nuanced planning options to look at depending on the scenario and your desired outcome.  We are here to help take the stress out of navigating these decisions and presenting planning opportunities as your business matures.

Private Foundations

The line between philanthropy and enterprise often leads entrepreneurs to form private foundations. We can assist you in getting all you should from the operational structure and function of your foundation.