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TAX PLANNING

Business Tax Planning

Team in Meeting

Entity structure, compensation design, and retained earnings strategy are not afterthoughts. They are the foundation of a tax-efficient business. Without deliberate planning, business owners pay more than necessary, defer less than possible, and arrive at exit or transition without the options they could have preserved.

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A.Y.Bassam & Co. LLP works with founders, partners, and closely held businesses to build tax strategies that are integrated with how the business actually operates. We review entity structure, evaluate compensation and distribution design, address the tax consequences of retained earnings and capital events, and align the tax picture with the owner's near and long-term objectives.

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The goal is not just a lower tax bill for the current year. It is a business that is structured to produce the best after-tax outcomes over time.

What This Typically Includes

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  • Entity structure review and selection analysis (C corp, S corp, LLC, partnership)

  • Owner compensation, salary, and distribution optimization

  • Estimated tax planning and quarterly payment management

  • Depreciation strategy and Section 179 and bonus depreciation elections

  • Retirement plan contribution strategy for maximum tax deferral

  • State and local tax nexus review and compliance

  • Capital event and liquidity planning

  • Coordination with legal counsel and valuation professionals

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