Tax Law/ Business Asset Planning

Our Services

• Strategic tax planning for individuals, families, and businesses.

• Guidance on business entity formation and restructuring.

• Asset protection strategies to safeguard wealth and reduce risk.

• Compliance support for federal and California tax requirements.

• Planning for capital gains, real estate transactions, and business succession.

• Coordinating tax planning with estate planning and long-term financial goals.

• Integrating California property tax considerations, including Prop 13 and Prop 19, when structuring business or real estate assets.

Why It Matters

Effective tax and business planning helps you reduce risk, protect assets, and make informed decisions that strengthen long-term financial outcomes. Proper structure and compliance can prevent costly errors, support business growth, and preserve wealth across generations.

Strategic planning also helps you anticipate California-specific tax implications and avoid unintended exposure.

We take a strategic, detail-oriented approach to tax law and business asset planning. Our team evaluates your financial and business landscape, identifies opportunities for optimization, and designs practical solutions that align with your goals. You receive clear guidance grounded in precision, planning, and long-term strategy.

Our integrated approach ensures alignment between your business, estate, tax, and property considerations.

Our Approach

Take the Next Step

If you’re planning for business growth, restructuring assets, or preparing for long-term financial success, Weitz Law can help. Contact us today to schedule a confidential consultation.