Riverside Planning Attorneys Preserve Wealth for Southern California Businesses

Tax planning for a secure financial future

The attorneys at the Riverside law firm Lobb & Plewe, Attorneys at Law understand that tax planning is an integral part of building and preserving wealth for closely held businesses. Failure to consider the tax consequences of the transfer or sale of a business can be financially devastating. On the other hand, proper tax planning can turn a marginal business endeavor into a profitable one.

The experienced tax planning attorneys at Lobb & Plewe, Attorneys at Law examine each client's situation, explain the options and create the necessary framework to implement.

Comprehensive tax planning for individuals and businesses

The Lobb & Plewe, Attorneys at Law tax group has broad experience in tax law, with a focus on the taxation of high-net-worth individuals and owners of closely held businesses. Our tax planning team guides individuals and businesses in structuring transactions in a tax-advantaged way. The tax planning attorneys at Lobb & Plewe, Attorneys at Law can help you with:

  • Business formation and choice of entity: The initial choice of type of business entity can affect the tax liability of the business and its owners for the life of the business. Lobb & Plewe, Attorneys at Law performs an in-depth analysis the tax implications of each type of entity the client might consider.
  • Estate-planning techniques for tax reduction: Lobb & Plewe, Attorneys at Law uses tax planning tools such as family limited partnerships and life insurance trusts to pass assets to heirs with reduced tax liability.
  • Experienced Professionals:
    • Mark Lobb, founding partner and managing partner. Mr. Lobb managed the tax planning for the owners of one of the fastest-growing food chains in California.

Contact a Riverside tax planning attorney

Contact an experienced tax lawyer at Lobb & Plewe, Attorneys at Law to help assess the tax implications of a financial transaction or estate planning decision. Their attorneys can be reached by 951-788-9410 or 877-388-1136 or online today.