Research and Planning

The best strategic plan for your business will not be a generic solution. Finding a specific and unique plan for your business involves the relevant research of your industry, position, and structure to identify strategies for taxable event considerations. At Hertz Herson, our dedicated work in preparation and research ensures that we will understand the complexities of your unique business and address the appropriate tax criteria that you need.

Our tax research and planning services include:

  • Tax regulation research
  • Tax strategies
  • Estate and retirement planning
  • Merger and acquisition
  • Liquidations
  • Reorganizations
  • Closely-held family business