Services: IRS tax controversy, resolution and private client tax planning

Transitioning a business requires foresight, planning and strategy. Whether you are preparing for retirement, transferring ownership or planning an exit, Simany Law helps protect your legacy and keep the business running smoothly through the change.

• Exit planning
• Wealth transfer planning
• Sale or purchase of a business

From individuals to corporations, accurate tax preparation is the cornerstone of financial stability. Simany Law keeps you compliant, reduces risk and looks for savings opportunities across every type of filing.

• Individual returns
• Partnership returns
• Corporate returns
• Foreign reporting (FBAR/FATCA)
• Bookkeeping

Taxes are an unavoidable part of running a successful business. With proper planning, though, they can be managed as a strategic lever rather than a pure cost. Strategic tax planning keeps you compliant, reduces liabilities and prepares your company for long-term growth.

• Advanced tax planning
• Tax structuring
• Tax compliance
• Tax strategy
• Section 1031 exchanges
• Qualified Opportunity Zones
• Opinions from tax counsel

No one likes to think about what happens after they are gone, but creating an estate plan is one of the most caring things you can do for your family. It is not only about money; it also brings peace of mind.

• Wills
• Revocable living trusts
• Irrevocable trusts
• Special needs trusts
• Estate tax planning

Before branding, marketing or hiring, every new business faces one decision that shapes everything else: its legal structure. Whether you are a sole entrepreneur, a growing startup or a business preparing to merge, your choice of entity affects your taxes, liability, flexibility and long-term growth.

• Entity selection (LLC, S-Corp, C-Corp, partnerships)
• Business reorganizations
• Mergers and acquisitions

Retirement may seem a long way off, but the sooner you plan, the better your position later. Good retirement planning is not only about saving; it is about choosing the right strategies, accounts and structures so your savings can grow efficiently.

• Self-directed IRAs
• Traditional or Roth IRAs
• 401(k) structuring

Charitable and nonprofit organizations need a careful balance of compliance, governance and impact. Simany Law guides founders and boards through the formation, management and long-term maintenance of tax-exempt entities, so more of their resources go to the mission.

• 501(c)(3) formation
• Private family foundations
• Tax-exempt organizations

Simany Law's private client work is built on discretion, trust and a deep understanding of financial complexity. For high-net-worth individuals and families, we develop comprehensive strategies that protect assets, improve tax efficiency and support long-term family objectives.

• Estate and wealth preservation
• Tax planning and compliance
• Investment and asset structuring
• Voluntary disclosures and offshore compliance
• Risk management and ongoing advisory