TAX SERVICE
Tax Advisory
Advisory Services for Business Owners
Owners of small businesses not only experience the challenges of operating profitably, but often face functional, personnel, and business issues that may be out of their core competency. That’s where MJ can help.
Services for Tax Advisory include:
- Succession Planning
- Exit Planning
- The Financial Issues
- The Human Issues
- Management of Post-Sale Assets
- M&A Advisory
- Identifying Opportunities
- Deal Structure (Asset vs. Stock Purchase)
- Entity Structure to Reduce Personal Risk and Tax Liability
- Tax Planning Implications
- Operational Excellence and Leading Practices in HR, IT, Sales and Marketing
Upcoming Webinar
Understanding IRC § 530A Child Investment Accounts (Trump Accounts)
IRC § 530A Child Investment Accounts (Trump Accounts) are more than a savings vehicle; they are a potentially powerful wealth creation tool. The combination...
More than from strictly a tax optimization and compliance standpoint, we can help lever experience with scores of other owner-operator companies to help you achieve your financial and personal goals.
INSIGHTS
IRC Section 530A Child Investment (Trump Account) Election Checklist
The IRC Section 530A Child Investment Account Election Checklist is designed to help families navigate the requirements, eligibility rules, and key...
Charitable Giving Changes in 2026: Three Things Every Taxpayer Should Know
Giving to charitable organizations you care about is usually a personal decision first and a tax decision second. However, when charitable giving is already...
Trump Accounts: A New Option to Assist in Securing your Child’s Financial Future
When planning for a child's future, families often consider savings and investment options such as 529 plans, custodial accounts, and traditional savings...
Avoid unexpected pitfalls.
We have advised scores of business owners on the current and future trajectory of their businesses to align with their personal and financial goals.
SERVICE EXPERTS
How Can Our Unique Perspectives Assist You?
If you have any questions or just want to reach out to one of our experts, use the form and we’ll get back to you promptly.