Business & Estate Planning

Next Stage Financial is uniquely qualified to assist you with Estate Planning and Business Financial Strategy design and implementation, including business, tax, and family succession planning. Our team includes legal and cross disciplinary planning and counsel for these needs.

This is a a tremendous advantage to you because creating an estate plan integrated in concert with your financial strategies and implemented on a timely basis, is prudent, easier and accomplished more cost-effectively. Through our proven process, clients save time and sharply reduce the inconvenience and anxiety of finding and interviewing prospective attorneys. You’ll save the unnecessary duplicative effort of bringing a new attorney up to speed with your unique financial situation and goals. This approach delivers substantive value to you and your organization while ensuring that your Wealth Strategies and Estate Plans are fully synchronous.

Specialized Tax Planning support for Owners of Real Estate, Businesses, and other capital Assets:  

Our team has successfully delivered tax analysis and solutions research for 23+ years, serving owners of real estate, privately-held businesses, and other capital assets.  We’re extremely effective in helping reduce, defer and even eliminate taxes while solving capital gains and other tax concerns that are triggered when residential, commercial, and other investment property, business, or other assets are sold.  CHECK OUT OUR TAX PLANNING PAGE ON THIS WEB SITE.

We also provide value-added tax planning support for CPAs, attorneys, real estate, business brokerage professionals together with other financial advisors to help solve their client’s tax problems and challenges.

Practice Areas Include: 

  • Tax-Free & Tax-Advantaged Retirement Plans

  • Business & Family Succession Planning

  • Estate & Wealth Preservation;

  • Tax & Business Transactions;

  • Acquisitions, Purchases, Divestitures & Sales;

  • Mergers & Other Reorganizations;

  • Joint Ventures;

  • Commercial Agreements;

  • Internal Agreements & Documents;

  • LLC Operating Agreements;

  • Partnership, Shareholder & Employment Agreements;

  • Shareholder Disputes & Minority Shareholder
    Representation;

  • Tax, Employee benefit & Deferred Compensation Agreement
    Consulting & Design;

  • Expert Witness regarding Above