Tax & Business Planning

Many aspects of estate planning involve considerations of minimizing income, estate, gift and generation-skipping transfer tax consequences for the testator and intended heirs and beneficiaries.  Where the testator has significant business interests, planning for the succession or disposition of businesses can be an important part of the estate plan.  We handle all stages of business planning, from entity formation or reorganization to planning for family business transfers or like-kind exchanges, such as:

  • Business Entity Formation
    • Corporations
    • Partnerships
    • Limited Liability Companies
    • Non-Profit Corporations
    • Tax-Exempt Charitable Organizations
  • Business Entity Reorganization
    • Corporate Reorganization
    • Corporate Recapitalizations
  • Family Business Transfers
    • Buy-Sell Agreements
    • Stock Redemption Agreements
    • Split-Dollar Life Insurance Agreements
  • Like-Kind Exchanges (Section 1031 Tax-Deferred Exchanges)
    • Deferred Exchanges
    • Simultaneous Exchanges
    • Multiple Property Exchanges
  • Planning for the Sale or Purchase of a Business

Other Tax Planning

We also offer advice and representation in the following areas:

  • Tax Planning for Property Settlements Related to Divorce
  • Tax Planning for Damages Awarded in Lawsuits

We welcome your inquiry regarding our estate planning, tax and business services.  For advice and experienced legal representation in San Antonio and neighboring communities, contact McReynolds & Tye, P.C.