Business & Tax Planning Services

R. Anthony Bauman, Esq. has an LLM (Masters of Law) in taxation and years of legal experience in tax, business , and wills and trust law, including many trials and appeals. Our office is conveniently located and well-equipped, with support staff available. We can handle all of your business law, business tax, and estate tax needs, including any tax controversies, settlements, or trials. We can also help you with estate planning and tax-exempt non-profit incorporation.

Below is a summary of our most-requested services relating to business and tax planning:

For the New Business:

• We help select the legal entity that will provide the greatest financial and tax advantages for your type of business. This may be a c-corporation, s-corporation, limited liability partnership, general partnership, sole proprietorship, or even a hybrid of separate, related entities.

• We draft all legal documents needed to start your business. These may include articles of incorporation, bylaws, partnership agreements, applications for certificates of registration, operating agreements, employment agreements, fictitious business name statements, lease addendums and modifications, and other related documents.

• We handle regulatory and licensing compliance under all of the various
federal, state, administrative agency and local business laws and and regulations.

• We review and advise on commercial leases, security agreements, and insurance.

Existing Businesses:

• We can help ensure that your business remains in compliance with laws controlling continued corporate existence.

• We review and advise on all legal contracts and documents.

• We create strategies to maximize tax benefits for vehicles, equipment, and real estate.

• We draft or review employment contracts, termination agreements, and trade secret agreements.

• We advise on and draft documents for real property exchanges, trusts, sales, and sale/leaseback agreements.

New clients are always welcome; please call us at (858) 793-7007 for an appointment. We also handle business law and tax emergencies; if your problems are urgent, we will make every effort to fit you in immediately.