Tax Planning

There’s no question: taxation has an essential impact on any company’s growth. The right strategic planning can offer a key tool to building your success, and the tax professionals at Miller Bernstein are ready to help.

We work closely with our clients and collaborate with their legal advisors through every stage of their business lifecycle, leveraging our tax expertise to implement tax strategies that are tailored to your distinct business and operational objectives.

Our tax planning services include advising with respect to:

• Reorganization planning
• Estate and succession planning
  • Wills advisory and review
  • Use of Trusts
  • Managing tax arising on death
  • Efficient transfer of assets to the next generation
• U.S. Estate Tax management
• Maximizing the ability to claim capital gains exemption
• Minimizing cross-border tax and assistance with treaty interpretation
• Sales tax management strategies
• Land transfer tax minimization strategies
• Optimizing on scientific research and experimental development tax refund or credit claims
• Structuring stock option plans