The most significant transfer of wealth ever to occur between generations is expected to take place over the next 30 years.
Our Goal is to help you, our client, transfer the assets you've spent many years accumulating to your loved ones as you want while minimizing taxes. Our role is to assist you navigating the complexities that come with ensuring your goals are carried out.
We also assist your financial Board of Directors with tax controversies and special needs planning.
We work in conjunction with your other advisors, such as accountants, financial planners, and investment advisers and find that this "team" approach provides the best final product to accomplish your goals.
We provide a wide variety of services to business clients including assistance in selecting the type of organizational entity under which to operate, reviewing, negotiating and preparing business agreements and leases, assisting in sale and purchase of business, obtaining financing and funding for business operations and assisting in reorganizations and dissolutions.
The form of business chosen for a business entity potentially affects every aspect of it operations. We assist our clients in formation and business planning in deciding whether they want to operate as a closely held business, limited liability company, partnership, or corporation. The firm advises it's clients about directors' and officers' liability, dissolution, reorganization, trade association membership and activity, joint ventures, mergers, acquisitions, divestitures, business successions, and shareholders' rights.
Klein & Associates provides businesses and individuals with local, state, and federal tax advice.