Tax Planning

Understanding our clients’ need for complying with tax law, Milgrom & Daskam offers comprehensive tax planning in virtually all areas of federal and state income, estate, and gift taxation to our business and individual clients.

  • Limited Liability Companies
  • Closely Held Corporations
  • S-Corporations
  • C-Corporations
  • Limited Partnerships
  • Non-profit entities
  • Buy-Sell Agreements
  • Corporate Recapitalizations
  • Mergers & Acquisitions
  • IRS & FTB Audits and Appeals
  • Retirement plans (Choosing the correct type, beneficiary designation, structuring to minimize taxes)
  • §1031 Like Kind Exchange Agreements
  • Representation before the U.S. Tax Court