Corporate Asset Transfer

As private business owners achieve higher levels of profitability in their corporations they frequently look for ways to either tax effectively withdraw money or leave funds inside the corporation at a reduced tax rate.

Whether the shareholder’s equity is owned by a holding company or at the operating company level, investments in either arrangement attract almost 50% tax on a combined basis-not an incentive to invest retained earnings.

We work with our corporate clients to determine the extent of their higher taxed assets and develop for them strategies that will accomplish the goal of transferring assets from a high tax environment into a significantly lower one.