Closely Held Business Taxation Planning


Estate and Tax Planning With Closely Held Businesses - Tax Section of The Florida Bar

Jostock & Jostock, P.A. provides essential representation for the owners of privately held and family-owned businesses. Our firm develops an in-depth understanding of our clients objectives concerning the future ownership and management of the business, the roles of family members in the business and other business dynamics. We assist the family in understanding critical non-tax issues that will frame the appropriate tax approach and recommend specific techniques to address the business and wealth preservation, including but not limited to:

Tax Section of The Florida Bar

  • Appropriate form of business entity and necessary capitalization;
  • Creditor protection income, estate and gift tax savings;
  • Preservation of financial assets and cash flow;
  • Preservation of family wealth, multi-generational planning and valuation of the business and other assets; and
  • Succession planning.

Why Choose Jostock P.A.?

  • Customized Strategies: We understand that each business is unique, which is why we create tailored legal and financial plans.
  • Experienced Advisors: With years of expertise in business law, we can guide you through complex legal matters with confidence.
  • Long-Term Focus: We help position your business for sustainable growth, tax efficiency, and successful future transitions.

Contact Our Naples Business Planning Lawyer Today!

Planning for your business's future starts with the right legal strategy. Contact Jostock & Josotck P.A. today for a consultation with our experienced Naples business planning lawyer. We’ll help you develop an actionable plan that protects your business, minimizes tax burdens, and ensures a seamless transition when the time comes.

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