Tax Planning & Preparation

Tax Services Overview

Even within a core, industry-standard service offering like tax planning and preparation, there is room for innovation and excellence. That’s what Lurie has always believed, and our tax professionals provide the analysis needed to get you where you want to be. Whether for you, your business, or both, we have the experience and expertise to make sure every decision you make is an informed one.

Our experienced tax team focuses on the unique needs of you and your business. Through effective short- and long-term planning and ongoing communication with you throughout the year, we’ll help avoid surprises at tax time. Tax planning is, among other things, the ability to adapt to change. Changes in marital status, business ownership, gifting plans, tearing down or building a house, starting retirement and hundreds of other variables can impact tax planning. Look to Lurie for tax services in Minneapolis, greater Southwest Florida including Fort Myers and Naples, and everywhere in between.

Tax Planning & Preparation includes:

  • Charitable foundations and non-profit entities
  • Cost segregation studies
  • Entity structure and formation
  • Estate tax planning
  • Forecasting and projections to improve cash flow and reduce risk
  • Implications of proposed business transactions
  • International taxation
  • M & A structuring
  • Multi-state income taxes
  • Outsourcing
  • Preparation for individuals, businesses and complex matters
  • R&D tax credits
  • Representation at tax examinations
  • State and local tax
  • Short and long-term tax planning
  • Tax law compliance
  • Tax reform resource center
  • Trust and gift planning