Companies improving their bottom line, at every stage of business, are represented by Schwabe.
Schwabe provides keen tax planning strategies to support liquidity and improve the bottom line at every stage of the business lifecycle.
Successful businesses use tax planning as an integral part of their long-term strategy. Schwabe works to find tax advantages for clients at various stages of growth, including mergers, acquisitions, and sales of business and property, corporate reorganization and structuring, and employee compensation planning. We advise on state income, sales, and property tax matters and have considerable experience in planning for tax-exempt organizations. Whether a client is forming a new business or preparing for a liquidity event, we can help navigate tax issues.
Advising organizations that serve our community
Tax-exempt nonprofits are important organizations in our communities. But exemption from taxes doesn’t mean exemption from complex tax matters. We work with nonprofits to obtain tax-exempt status from the IRS and state taxing authorities, analyze unrelated business income tax issues, and address issues involving private benefits, private inurement, and excess benefit transactions.
What our clients say
“Schwabe is set apart by its commitment to personal service, detailed execution, and expert knowledge. Our clients get world-class advice and professional planning at a local level. Schwabe’s partnership is critical to our team approach to financial planning.”
- Assisted multiple corporations in tax-free divisive reorganizations under U.S. Code Section 355.
- Obtained private-letter rulings from the Internal Revenue Service for personal and business tax matters.
- Reorganized a real-estate business to reduce risk and set up the business for future acquisitions and dispositions.
- Helped taxpayers with federal tax liability of over $1.5 Million reach settlement for $54,000.