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Family Business &
Wealth Planning |
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Rachlin's Family Business & Wealth Planning
specialty group deals with all tax matters related to
closely-held family businesses. Typically, the group's
specialists handle the preparation of tax returns for
both the business and the business owner. By understanding
the personal tax situation of business
owners, they are able to make educated decisions
regarding the structuring of various transactions
related to the business.
Members of the Family Business & Wealth
Planning Group offer years of experience in representing
closely held family businesses and their owners
in all tax matters. They are familiar with developments
in tax law that affect this business sector and
understand the unique challenges of closely held
business owners and the issues they face. Based on
their experience and specialization, they are able to
offer sound tax advice on a wide range of issues
relating the family business.
Family Business & Wealth Planning
services include:
- Succession Planning
- Retirement Planning
- Benefit Planning for Key Employees
- Family Planning & Ownership Structure
- Business Planning & Governance
- Compensation Guidelines
- Family Office Structuring
- Insurance Analysis
- Buy-Sell Agreement Planning
- Intergenerational Issues
- Rewarding Non-Family Executives
- Family Business Dynamics
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