Services
Tax Consulting, Planning, & Compliance
Our tax consulting and planning services assist businesses and individuals in optimizing their tax strategies. Insight tax professionals assist clients with limiting their tax obligations in an ever-shifting regulatory environment and comply with local, national, and international tax laws. Insight’s creative planning strategies can avoid issues for unanticipated or uncertain situations.
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Tax Consulting, Planning, & Compliance
Our tax consulting, planning, and compliance services assist businesses and individuals optimize their tax strategies. Insight Accounting Group’s (IAG) seasoned tax professionals provide clients around the world with insights to help them understand their tax obligations in an ever-shifting regulatory environment and comply with local, national, and international tax laws and regulations.
Who we can help
Type of Clients We Work With
We specialize in working with clients with $5m to $1B in assets under management (AUM) which include:
Private Equity (PE) Entities
Venture Capital (VC) Entities
Management Entities
Broker Dealers
Partnerships
Family Offices
S-corps, C-corps
Individuals & Trusts
Tax Planning Experts
Our Tax Solutions
We specialize in assisting clients create an optimal tax strategy and work with business entities,
individuals, estates and trusts.
- Business Entity Planning
- Entity selection including tax and nontax factors.
- Tax Planning for Partnerships
- Avoid disguised sales for appreciated property.
- Disposition of partnership interests.
- Tax planning for business entity partners including carried interest, profit-sharing arrangements, IRC Section 83 compensation.
- Review tax attributes of partnership agreements and “side letter agreements.”
- Individuals, Estates, Gifting, and Trusts
- Tax planning.
- Preliminary estate planning considerations.
- Charitable endeavors (CLATS, CRUTS, etc.).
- Analyze and Planning for Qualified Small Business Stock (QSBS)
- IRC Section 1202 analysis on exclusion of gain recognized on the sale or exchange of stock.
- IRC Section 1045 planning on gain deferral for rolling into new QSBS.
This list is not exhaustive. Contact Insight to see how we can help with your tax consulting and planning needs.
Tax compliance and understanding your tax obligations is one of our specialties. Insight can assist with your tax compliance needs as follows:
- Partnerships
- C-Corporations and S-Corporations
- Individuals
- Trusts & Estates
- 1099 Withholding