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Business Tax Planning Services

Business Succession, Tax Planning and Lifetime Services

Transferring your family owned business
An experienced estate planning attorney can be your best ally in transferring your business while avoiding legal and financial pitfalls. Claudia A. Gowan advises individuals and families on how to form and operate their businesses for future transfer to their family. She provides clients with a full range of legal services related to:

  • Business formation in the estate planning arena
  • Establishing a business purpose
  • Selecting the appropriate business entity
  • Operating or shareholder agreements
  • Buy-sell agreements
  • Liability protection
  • Gifting business interests
  • Succession planning
  • Tax planning for the transfer of business interests

Claudia represents owners starting their own family owned business, as well as established business owners seeking to transfer their business interests to their children during their lives or upon death.

Tax planning: lifetime and post-mortem
An important element of your planning includes creating flexibility and a structure that supports use of benefits available under the tax code during your lifetime and following death. Both income and estate taxes may apply. Upon death, the decedent’s estate may face an income tax liability, as well as the deceased individual. In addition, wealth transfer taxes – or estate and gift taxes – may apply. Claudia is committed to creating flexibility  under your plan so that you may take advantage of the benefits that are available to you during life and to your personal representative following your death. Claudia is dedicated to maintaining up to date and cutting edge knowledge of the law so that she may provide the most practical and appropriate advice given your specific objectives and needs.

Dissolution of marriage or domestic partnership
A dissolution of marriage or of a domestic partnership raises special tax and estate planning issues. Claudia will assist you in ensuring that you have the analysis and information that you need to implement necessary changes that will support your personal preferences as you go forward and safeguard your estate in the event of an untimely death.

Protecting yourself, your family, your business and your charitable goals
Many elements of federal and state tax law are implicated when developing your estate plan. Being informed on the tools available to help can lead to favorable tax results, whether it be using available exclusions and deductions or directing funds to meet your charitable goals. Claudia can help you find solutions to these problems. With more than 20 years of experience, she has the expertise and skill to handle multiple income, gift and estate tax issues that may arise during your life or following your death.

A firm commitment to client success
Claudia is dedicated to providing clients with the personal attention and respect they deserve. She is always accessible and works closely with you to inform, advise and guide you on the intricacies of applicable tax laws and selecting the right tools to carry out your wishes. With a proven record of results and a steadfast dedication to her clients, Claudia is a person in whom you can trust.

Contact Claudia A. Gowan, PLLC
Claudia stands ready to help you develop and implement your plan to transfer your legacy to your desired beneficiaries. Call the firm today at 206-973-3088 or contact Claudia online to schedule an initial consultation.

  • Individual and business tax planning matters in the estate planning arena
  • Trust and fiduciary income tax returns
  • Federal and state estate tax returns and matters
  • Taxes and dissolution of marriage or domestic partnership
  • Gifting and valuation of assets
  • International and cross-border tax issues
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