Tax Planning & Compliance

Whether you’re a business or individual, at the crux of your financial vitality is strategically minimizing your tax burden and preserving capital for both your business and family. At MFA, we go beyond basic tax planning and preparation of federal and state tax returns and help our customers put into play strategies that extract the most value for their business and support the growth and preservation of their personal wealth.

  • Business Tax
    • C-Corporation Taxation
    • Pass-Through Entity Taxation
    • NOL Preservation
    • R&D Activity & Credit Optimization
    • Choice of Entity Determination & Conversion
    • S-Corporation Qualification & Election
    • Allocation of Partnership Income
    • Tax Provisions
    • Technical Accounting Support
  • Individual and Family Tax
    • Trusts & Beneficiaries
    • Capital Gains Transactions
    • Estates & Estate Trusts
    • Multi-Generational Asset Transfers
    • Executives & Equity-Based Compensation Plans
  • State and Local Tax (SALT)
    • Multi-State Taxation
    • Sales Tax Compliance & Nexus Planning
  • International Taxation
    • Tax on Foreign Sales
    • Foreign Losses
    • Dividends & Foreign Tax Credits
    • Transfer Pricing
    • Compliance & Reporting

2020 Year-End Tax Planning Resources

 

2020 Year-End Tax Planning for Businesses

2020 Year-End Tax Planning for Businesses

Effective tax strategy can preserve liquidity, lower costs and work in tandem with overall business strategy. Read on to explore the tax relief tactics that can help take your business from reacting to the day-to-day challenges to taking advantage of those incentives that are available to help move your business forward.

Year-End Tax Planning for Individuals

2020 Year-End Tax Planning for Individuals

As the year-end approaches, individuals, business owners and family offices should be reviewing their situations to identify any opportunities for reducing, deferring or accelerating tax obligations. This article highlights specific areas and provides annual inflation adjustments for tax year 2021.

Year-End Tax Planning Under a Biden Presidency

Year-End Tax Planning Under a Biden Presidency

Under a President Biden (and depending on the future makeup of the Senate), significant tax law changes are possible over the next few years. Here we summarize Biden’s planned initiatives for corporate and individual income taxes, Social Security and Medicare taxes, estate taxes, as well as various tax incentives.

Register for 2020 Year-End Tax Planning Webinar
Webinar Replay: 2020 Year-End Tax Planning

Amidst a global pandemic and with the balance of power in the federal government undetermined until early next year, there are more tax planning questions and considerations than ever before. Leaders from MFA’s Tax Practice recently reviewed key strategies to reduce tax liability, take advantage of unique COVID-19 relief opportunities, and generally position your business and/or family for financial success in 2021. Watch the on-demand replay now.

Featured Case Study

First Highland Management & Development Corp, a leader in the industrial real estate market, elected to partner with The MFA Companies to fuel their growth through efficient and strategic pre-tax planning as well as both short- and long-term business and financial consulting. Listen to their success story.

Learn More

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