Tax Transactions

Financial transactions often come with complicated tax issues that need to be addressed before completing an estate plan, business merger or acquisition, or business entity selection. Having the guidance of an experienced tax transaction attorney can help limit the amount of taxes paid in such transactions, saving you, your family, or your business money in the long run.

Offering More than 20 Years of Tax Transactional Experience as an Attorney and CPA

At the Orange County Tax Law Offices of David W. Klasing, I offer more than 20 years of experience as a tax lawyer and CPA. I have the skills and experience level to provide comprehensive tax planning and preparation services. My background as a CPA, masters degree in taxation and experience as a tax attorney provide me with unique insight into the intricate tax planning details involved in highly complicated matters. I am committed to helping you avoid excessive tax payments and potential tax-related legal issues.

tax transactions lawyer

Need help or have a Tax Transaction Question? Contact us!

Offering Tax Planning Guidance Through Various Transactions

My dedicated tax planning assistance can help guide business owners and individuals through the tax complications inherent in various transactions, including:

    • Estate planning: Planning for the future can be a great strategy for ensuring the financial well-being of your loved ones after you are gone. Using legal strategies, I can help you limit the amount of your estate lost to estate taxes during the transference of assets to your intended beneficiaries. Through trusts, charitable giving mechanisms and charitable trusts, you are able to reduce your estate tax liability, keeping more of your assets in your family where they belong.
    • Business mergers and acquisitions: Business owners need to be aware of the importance of advanced tax planning when negotiating a merger or acquisition. My knowledge can assist you in avoiding tax-related missteps, saving valuable time and money in the long term.
    • Entity selection: Certain business entities offer business owners protection from personal liability when legal issues arise. My assistance can protect you from liability, creating a “fire wall” between your personal assets and your business assets in the event of litigation and to a certain extent where a tax controversy or audit arises. My work can also lower your business’ tax liability, allowing you to invest more of your profit into the advancement of your business or corporation.

I work diligently to create lasting relationships with every client who walks through my door, creating a trustworthy source for you to turn to for future tax planning concerns.

Contact Us Today

Contact my tax law firm to learn how I can address your tax transaction needs during a reduced-rate initial consultation.