Tax Planning For A Secure Financial Future

Practice Area

The attorneys at Lobb & Plewe 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 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 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 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 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 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 Us Today For Detailed Answers To Your Tax Concerns

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