Corporate Tax

Operating companies are as individual as the shareholders who own them. Let us assist you with recognizing how to earn higher profits, reduce expenses, minimize taxes and prepare an exit strategy for shareholders getting ready for retirement.

Holding companies own investments such as rental properties or investment portfolios. If you own investments such as these personally, it may be time to consider transferring these assets into a holding company and create a succession plan to pass family assets from one generation to the next while minimizing estate tax and probate fees. At YSI we work closely with tax specialists who can create such corporate structures to accomplish this.