Strategic Tax Planning for Business Owners & Families
Protect your wealth. Minimize your tax burden. Move forward with confidence.
PrivateCounsel delivers attorney-led tax strategies designed to complement—not compete with—your CPA or tax preparer. We focus on legal structuring, transfer strategy, and compliance planning, working closely with your existing advisors to deliver a fully coordinated, tax-optimized solution. Every plan is crafted by attorneys with deep experience in entity structuring, estate design, and transactional planning.
Structure Your Business for Tax Efficiency
Minimize exposure and unlock deductions.
We help you choose and maintain the ideal legal entity to reduce tax liability, protect assets, and prepare for growth or investment. Our strategy aligns with your operational goals and is always developed in coordination with your CPA or accounting team.
Reduce Estate Taxes with Strategic Transfers
Protect generational wealth.
We use valuation discounts, advanced trust structures, and intergenerational strategies to reduce or eliminate estate tax. All recommendations are designed to integrate with your existing financial plan and are coordinated with your tax preparer to ensure seamless reporting and compliance.
Give to Family Without Triggering Tax Consequences
Documented. Defensible. Done right.
Our family gifting strategies formalize intent, clarify documentation, and reduce audit risk. We work with your CPA to ensure gifts are properly valued and reported, with no gaps between legal documents and tax filings.
Unlock Tax-Advantaged Charitable Giving
Maximize deductions while preserving control.
We design charitable strategies that comply with IRS rules and preserve donor intent. Whether using donor-advised funds, charitable trusts, or direct gifts, our tax attorneys coordinate with your tax advisor to maximize benefits and avoid reporting issues.
Preserve What Matters Most
Whether you’re building, selling, or passing down a legacy, PrivateCounsel gives you smarter legal strategies that reduce taxes, align with your goals, and coordinate seamlessly with your existing tax team.
Ready to take control of your tax strategy?
Select a tax area to start your analysis now.
No cost or obligation.