Tax Planning

 Attorneys David M. James, Rick A. Flugaur, Keith J. Pilger and Steven H. Thompson

The team of tax attorneys at Anderson O’Brien, LLP helps businesses and individuals plan ahead for optimum tax savings and minimum liability and risk. We perform research and tax planning for income taxes, state sales and use taxes, franchise taxes, property taxes, gift and estate taxes, employment taxes, social security taxes and excise taxes.

Tax Advice
Estate Planning
Election of the Appropriate Tax Entity for Businesses
Tax Research and Planning
Retirement Planning
Tax-Exempt Status for Nonprofit Organizations

Tax planning assistance to clients frequently includes:

  • Assessing tax advantages and disadvantages of business entities to determine which one provides for you the most tax benefits: a corporation, S corporation, limited liability company, limited liability partnership, partnership or sole proprietorship.
  • Conducting tax-free exchanges and rollovers including the tax-free exchange of real estate and other investment properties.
  • Establishing and implementing qualified or non-qualified retirement plans.
  • Obtaining tax-exempt status for nonprofit organizations with the Internal Revenue Service.
  • Tax planning relating to the sale or purchase of a business or the transfer of family businesses or other assets.


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