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Tax Planning

The goal of tax planning is to arrange your financial affairs so as to minimise your taxes. There are three basic ways to reduce your taxes, and each basic method might have several variations. You can reduce your taxable income, increase your deductions, and take advantage of tax credits, rebates and/losses. At Lewis & Coble we start with a detailed review of the taxpaying position and the historical record, we analyse future plans and recommend a way to navigate towards your goals, minimising tax imposts as you go.

 

The services we provide go beyond compliance matters to provide specialist, high-level advice on complex areas of taxation law. The team's expertise is in researching and understanding complicated taxation matters with the aim to deliver tax strategies for clients that minimise the tax burden and meet business or family objectives.

 

 

Effective Tax Structure

 

In order to create an effect tax structure, we start with a detailed review of your past and current situation in the business and the structure. We then listen to your plans and design a structure to get you to your goals.

 

Some typical situations we assist with include:

  • Establishing a new structure

  • Reviewing a structure that has been outgrown by your business and personal needs

  • Restructuring to access commercial and tax opportunities together with protecting assets

  • Concluding a business structure and avoiding unanticipated tax impacts and minimising overall tax costs

  • Resolving existing complex tax challenges and disputes

Valuation​

 

Business valuation is a process and a set of procedures used to estimate the economic value of an owner's interest in a business. We undertake valuations of private business for many reasons including:

 

  • To assist in determining the price parties in a transaction are willing to pay or receive for a business

  • Resolve disputes related to taxation, divorce litigation

  • Allocate business purchase price among business assets

  • Establish a formula for estimating the value of partners' ownership interest for buy-sell agreements

  • Many other business and legal purposes

Sale of Business

We assist both buyers and sellers of privately held business’ in the buying and selling process.

We assist by:

 

  • Preparing the owners and the business for sale

  • Valuing of the business

  • Facilitate the progress of the due diligence investigation and generally assist with the business sale

We are able to provide specialised services such as preparation of shareholders, loan and mortgage agreements with the assistance of our specialist partners.

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