Strategic Tax and Corporate Planning

Strategic Tax and Corporate Planning Services

Expert Tax & Financial Advisory

From technology startups or mid sized real estate developer to the large multinational company, PAI can advise on your tax and financial issues.

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PAI has extensive experience in specialized in mergers and acquisitions, tax and securities matters. Having successfully counseled and advocated in hundreds of federal, state and local tax audits, protests and appeals, controversy, planning and transactional matters, both administratively and in litigation, involving multiple types of businesses, entities, trusts and individual taxpayers.

Select clients ranged from Ford Motor Company, Office of General Counsel, General Electric – Finance, AK Steel, Levi Strauss, SAIC, and Johnson Controls, to a variety of startups.

Expert Tax & Financial Advisory (1)

From technology startups or mid sized real estate developer to the large multinational company, PAI can advise on your tax and financial issues.

PAI has extensive experience in specialized in mergers and acquisitions, tax and securities matters. Having successfully counseled and advocated in hundreds of federal, state and local tax audits, protests and appeals, controversy, planning and transactional matters, both administratively and in litigation, involving multiple types of businesses, entities, trusts and individual taxpayers.

Select clients ranged from Ford Motor Company, Office of General Counsel, General Electric – Finance, AK Steel, Levi Strauss, SAIC, and Johnson Controls, to a variety of startups.

Our Expertise in Tax Planning Services

Our expert tax planning services are designed to help businesses navigate complex financial landscapes. We provide tailored solutions to optimize your tax strategy and drive long-term success.

Mergers and Acquisitions (M&A) Tax

Pre-Transaction Structuring
Due Diligence and Execution
Post-Closing Tax Optimizatio

Estate Planning

Advanced Wealth Transfer Techniques
Minimizing Estate and Gift Tax Exposure
Intergenerational and Legacy Planning

Partnership and Strategic Alliance Planning

Formation and Structuring
Tax Planning for Operations and Changes
Joint Ventures and Strategic Alliances

Venture Capital Tax Planning

Fund Structuring
Investor-Specific Planning
Portfolio Company Tax Strategies

Income Tax Planning

Individual Tax Optimization
Business Entity Planning

Income Tax Planning

Transition of Closely Held Businesses
Executive Retirement and Exit Strategies
Family Business Solutions

International Tax Planning

Cross-Border Structuring
Transfer Pricing and BEPS Compliance
Repatriation and Foreign Tax Credit Optimization
Expatriation and Inbound Investments

Real Estate Development and Syndication Tax Planning

Entity and Deal Structuring
Development and Depreciation Planning
Investor and Compliance Considerations