Tax Planning and Transactions
Tax issues affect nearly every personal and business decision. Whether you're planning for long-term growth, preparing for a major transaction, or structuring your estate, a well-designed tax planning strategy can reduce risk, preserve value, and ensure compliance with both federal and Texas law.
At The Wilson Firm, we provide forward-looking tax planning and transactional guidance for individuals, families, and closely held businesses. Our work helps clients make informed decisions about complex transactions and avoid costly outcomes, both now and in the years ahead.
Tax Planning for Income, Estate, and Gift Matters
Tax planning begins long before a return is filed. We work with clients to develop strategies that minimize liability while aligning with broader financial and estate goals.
We advise high-income individuals and business owners on income and Texas tax issues, including structuring compensation, optimizing deductions, and planning for changing tax laws. In estate matters, we design plans to reduce or eliminate estate and gift tax exposure through tools such as trusts, gifting strategies, and generation-skipping transfers.
After death, we assist fiduciaries and beneficiaries in navigating post-mortem tax obligations, helping to preserve wealth through careful administration and planning.
Business Succession and Buy-Sell Agreements
When a business changes hands, whether through retirement, sale, or family transition—poor tax planning can erode years of value.
We assist clients in developing succession strategies that protect both the business and the individuals involved. This includes crafting buy-sell agreements, planning for ownership transitions, and coordinating tax consequences with estate and retirement goals.
By addressing these issues early, clients can avoid disputes and ensure that future changes in leadership do not trigger unnecessary tax burdens.
Mergers, Acquisitions, and Restructuring
Whether you're buying, selling, or restructuring a business, the way a deal is structured can significantly impact its tax treatment.
We help clients evaluate the tax implications of asset sales, stock purchases, and mergers, advising on issues such as gain recognition, purchase price allocation, and entity restructuring. During reorganizations or divestitures, we help reduce liability while maintaining compliance with IRS and state tax rules.
From due diligence to integration, our role is to identify risks before they become costly problems.
Real Estate Transactions and 1031 Exchanges
Real estate presents unique tax challenges. We guide clients through high-value transactions, helping to preserve gains and avoid unnecessary liability.
For qualifying investment properties, we advise on Section 1031 like-kind exchanges, enabling tax-deferred reinvestment. We also assist with cost segregation, depreciation planning, and entity structuring to maximize benefits and protect long-term investment goals.
Capital Transactions and High-Value Asset Sales
Selling a business interest, stock, or intellectual property may seem straightforward but the wrong approach can result in avoidable tax consequences.
We help structure transactions to take advantage of capital gain treatment, installment sale options, and available exclusions. Our goal is to ensure that clients retain as much value as possible, while complying with applicable tax reporting requirements.
Coordinated, Long-Term Planning
Effective tax planning doesn’t happen in a vacuum. We coordinate closely with CPAs, wealth managers, and fiduciaries to build strategies that consider the full scope of our clients’ financial realities.
Whether planning for retirement, passing on a business, or preparing for a major transaction, we help clients move forward with clarity, and without surprises.
Smart tax planning can help protect what you’ve built, and position you for what comes next. Contact us today to schedule a confidential consultation.
Why Choose The Wilson Firm?
At The Wilson Firm, we provide personalized, strategic representation tailored to each client’s needs. Whether you’re facing a tax dispute, or seeking proactive tax planning, transactional guidance, or estate planning, our attorneys work closely with you to understand the facts, assess the risks, and pursue the most favorable resolution possible.
We manage the legal complexities so you can focus on moving forward. From communications with tax authorities and building strong legal strategies, to structuring business transactions and planning for your family’s future, we are committed to protecting your rights, your interests, and your peace of mind at every stage.
Our experience spans both defensive and proactive planning ensuring that you are prepared and positioned for long-term success.
Contact us today to learn how our experience, discretion, and dedication can help you navigate even the most challenging legal matters with clarity and confidence.
