LAW OFFICE OF S.M. BUSH 832.237.3600 "PROVIDING EQUAL ACCESS TO LEGAL SERVICES" |
The Tax Law practice includes transactional tax planning, individual income and estate tax
planning, tax controversies, planning for tax-exempt entities, public finance/bond transactions and
low income housing tax issues.
Tax Planning for Start-Up Companies
Individual Income and Estate Tax Planning
Partnership and LLC Tax Planning and Formation
Planning for Tax-Exempt Entities
planning, tax controversies, planning for tax-exempt entities, public finance/bond transactions and
low income housing tax issues.
Tax Planning for Start-Up Companies
- Tax planning for the selection of a business entity
- Tax planning for corporation issues
- Development of exit strategies for holders of closely held and publicly traded stock
- Development of stock option plans, in conjunction with the Employee Benefits Section
- Tax planning for the disposition of non-qualified stock options
Individual Income and Estate Tax Planning
- Will work closely with individual clients and their accountants and financial advisors on
individual income tax planning and estate tax planning. - Advice and structuring of like-kind exchanges
- Tax planning for transfers of non-qualified stock options
- Planning for qualified retirement plan and IRA distributions
- Tax planning for real estate transactions through partnerships and LLCs
- Sales of assets to intentionally defective grantor trusts
- Use of partnerships for succession management purposes
- Design of exit strategies for owners of both closely held and publicly traded stock
Partnership and LLC Tax Planning and Formation
- Provides many services in the organization and operation of partnerships and LLCs.
- Tax planning for transactions involving partnerships and LLCs including distributions of
assets to partners and redemption of partnership interests - Formation of family partnerships and LLCs as part of estate planning
- Use of LLCs as organizational form for start-up companies
- Organization of LLCs to facilitate investment in real estate
Planning for Tax-Exempt Entities
- Experience in the formation and management of tax-exempt entities, including large non-
profit corporations in such industries as health care, major foundations, community-based
non-profits and private foundations. - Organization of private foundations
- Organization and planning for charitable remainder trusts
- Tax advice on IRS audits of non-profit entities
| OFFICE INFO: (832) 237.3600 (PHONE) 9:00 - 5:00 P.M., M-F WEEKEND & AFTER HOURS APPOINTMENTS ARE AVAILABLE (OFFICE HOURS) 11250 WEST ROAD, SUITE I HOUSTON, TEXAS 77065 (ADDRESS) |
| 11250 WEST ROAD, SUITE I, HOUSTON, TEXAS 77065 832.237.3600 (PHONE) • INFO@LAWOFFICEOFSMBUSH.COM (EMAIL) |
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| TAX LAW |