Although we do not deal with complex entities that are regulated by the SEC, the firm routinely assists client with the formation and funding of closely held business entities, including corporations, partnerships, limited partnerships, limited liability companies, and series limited liability companies. Entity formation at times goes hand-in-hand with good estate planning and succession planning. Choice of entity can be based on a myriad of factors, including liability protection issues, control options, and tax planning. At times more than one entity may be needed. It may be necessary for your CPA to be involved in the planning team, but we generally take the lead role in guiding you through the Choice of Entity and Entity Formation process.

‍