LAW OFFICE OF S.M. BUSH
15840 FM 529, Suite 255 HOUSTON, TEXAS 77095
832.237.3600 (PHONE) • 832.237.3619 (FAX)
SHANTRICE@LAWOFFICEOFSMBUSH.COM (EMAIL)
15840 FM 529, SUITE 255, HOUSTON, TEXAS 77095
832.237.3600 (PHONE) • 832.237.3619 (FAX)
SHANTRICE@LAWOFFICEOFSMBUSH.COM (EMAIL)
"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
- 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 501(c)(3) and 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.