TAX PLANNING

Financial transactions are full of complicated tax issues. If you want to avoid a tax surprise, you need to consult an experienced tax attorney. Jonathan Callister has a master of law degree in taxation (LLM), and over 15 years of experience in tax planning matters. He has the skill to provide comprehensive tax planning and preparation services.

Before completing an estate plan, business acquisition, or other important financial transactions, it is important to consult with an experienced tax attorney. 

Tax planning for Wills, Trusts, and Estate Plans

Financial planning for the future is a necessary strategy to ensure your family is financially secure. Therefore, it is imperative to create an estate plan. Tax minimization is a key ingredient to the planning of your estate. Taking steps to lessen your tax burden helps your heirs or preferred charity retain more of your hard-earned assets.

Callister Law will review your finances and goals. We can develop legal strategies to limit the amount of estate taxes you will pay when shifting assets to beneficiaries. 

Callister Law will be able to walk you through the fine line of tax planning to better protect your assets within your estate.

Tax Planning for Business and Corporate Transactions

No matter the size or type of business, many transactions can have profound tax impacts. Recognizing the entity type and correct tax treatment the business or entity should apply is the first step in transaction tax planning. 

Other steps that may be included in tax planning for your business may include:

·      Business entity selection

·      Business mergers and acquisitions

·      Assessing capital investment opportunities

The firm can create a transaction planning strategy for you or review your current plan and apply the necessary plan for your business situation.

Tax Planning for Real Estate Transactions and Developers

Nevada and Idaho provide considerable opportunities for tax savings for real estate developers people with financial interests in the real estate market. Callister Law can help you with federal, state, and local laws concerning real estate transactions. Developers and real estate firms may be able to utilize losses to offset tax obligations for years to come.

We can advise you on strategies for:

·      Capital gains

·      Depreciation

·      Acquired property

·      Installment sales

·      Passive loss and credits

With Jonathan Callister and his experience in tax planning, you can feel confident that your tax planning in the real estate field is comprehensive and takes advantage of Nevada and Idaho laws.