Fishman, Block + Diamond, LLP

Tax Planning

Services > Tax Planning
We Utilize the Latest Technology

Serving the needs of closely-held businesses and high-net-worth entrepreneurs requires a keen focus on tax planning and projections. By staying involved and investing time with you, our client, we gain valuable insights. This allows us to find creative solutions and make timely recommendations for your unique circumstances.

Quality and Care

Partners and Senior Tax Managers perform all tax planning to ensure you receive the quality and care that comes from their many years of experience. Advanced software streamlines our online tax research and tax preparation. Our commitment to continuing education keeps us current on the many changes affecting Federal, State, Local, and Multi-State tax issues.

When it comes to taxes, nobody likes surprises, so we’ll keep you informed of any income tax payments due and the appropriate timing.

These are some of the areas of tax planning we concentrate on:

Serving the needs of closely-held businesses and high-net-worth entrepreneurs requires a keen focus on tax planning and projections. By staying involved and investing time with you, our client, we gain valuable insights. This allows us to find creative solutions and make timely recommendations for your unique circumstances.

Estate & Wealth Transfer Planning:
  • Lifetime gifts and sales to family members through the use of family limited partnership and LLCs, irrevocable trusts, life insurance planning, and charitable trusts.
  • We specialize in wealth transfer strategies that meet the objectives of minimizing estate taxes, preserving parental and family control, and protecting the transfer of wealth to children and grandchildren from creditors, spouses, or mismanagement.
Business Entity Planning:
  • Forming a new business including choice of entity and structure
  • Acquisition or sale of a business
Real Estate Tax Planning:
  • Tax-deferred exchanges under section 1031
  • Tax-deferred exchanges under section 1033 for condemnations by Federal, State, or local governments.
  • Partnership taxation issues relating to:
    Basis and allocation of income
    Cost segregation to maximize depreciation
  • Maximizing new code section 199A – 20% pass-through deduction
  • Guidance and planning regarding opportunity zones
Research & Development
California Competes Tax Credits
Distribution Planning from Qualified Retirement Plans
Multi-State and Local Tax Planning
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