Tax Planning
Strategic Tax Planning with Former IRS Attorneys
Taxes touch every major decision a business owner or investor makes. At Gregory Law Group, we view tax planning not as a once-a-year exercise, but as a core part of your overall financial strategy. Drawing on years of experience as former Senior IRS Attorneys, we help business owners, real estate investors, and high-income professionals understand how the tax rules apply to them and how to structure their affairs in a thoughtful, compliant way.
Our team evaluates your current entities, income streams, investments, and goals, then develops a tailored plan designed to lawfully reduce exposure to unnecessary tax. That may include restructuring entities, re-classifying income where appropriate, coordinating business and personal deductions, or aligning investment decisions with longer-term tax considerations. The objective is straightforward: to help you keep more of what you earn while staying firmly within the bounds of the tax law.
Our Approach to Tax Planning
Our approach is collaborative and forward-looking. We begin by listening — to how your business operates, how your investments are held, and what you want the next five to ten years to look like. From there, we identify planning opportunities in areas such as entity choice, compensation strategy, timing of income and expenses, real estate and depreciation planning, retirement contributions, and succession or exit planning.
Because our attorneys previously worked inside the IRS, we are particularly focused on how a plan would appear under examination. We aim to build strategies that are both tax-efficient and defensible, supported by documentation and grounded in the statutes, regulations, and guidance that govern your situation. Tax laws change, and so do businesses. That is why we provide ongoing counsel throughout the year, helping clients revisit their strategies as circumstances evolve. Every engagement is individualized, and any recommendations we make are tailored to the client’s specific facts and objectives.