Business Tax Optimization

BUSINESS TAX OPTIMIZATION

Optimizing your taxes can save you thousands of dollars annually. Do it the legal way by involving specialized tax attorneys. We all have a responsibility to pay the taxes we owe. However, finding ways to minimize these taxes and maximize profits is allowed by law. We are proficient in the IRS tax codes and regulations, and our job is to help you optimize your taxes by all legal means.

SAVE YOU MONEY

We save you money in the current tax year and create savings that will undoubtedly send a ripple through the coming years. In the long run, thousands of dollars will grow to hundreds of thousands, then millions in savings.

GREATER WEALTH

We help you keep more money in your pockets for investing, saving, or anything else that contributes to a good life. Our attorneys strive to reduce your lifetime tax liability by implementing different legal tax optimization strategies.

PEACE OF MIND

We work with you to ensure every item is correctly captured on your tax returns allowing you to enjoy greater peace of mind.

Overview

Now more than ever, gaining cash flow, improving savings, and maximizing opportunities are the keys to growing your business. That’s why you are always looking for areas in your operations where you can cut costs. However, what if we told you there are more innovative approaches to raising money than trimming back?

You might be stunned by what you discover when you evaluate your tax strategy — and see the level of difference optimizing certain aspects can make. Our definition of tax optimization is looking at the way businesses earn money and improving their relationships between how money is earned, how money is spent, and how much profit is left over to tax.

It’s our goal to provide you with the insight needed to understand the different tax codes, laws, and available assistance when it comes to optimizing your taxes. We make everything work to your advantage by using your larger financial picture as a roadmap for devising your tax strategy.

What you choose to do with that leverage is entirely up to you. However, you have a partner in Brotman Law who will take you as far as you want to go.

Corporate Tax Structuring

What Else Should I Know?

A winning tax strategy is a huge driver in helping individuals and businesses meet their personal, professional, and financial goals. We have seen the power of this first-hand. So, who can benefit from tax optimization?

  • Any business owner or individual who has complexity in the way they earn money.
  • Anyone who feels they pay too much in taxes or that they can do things better.

In teaching people and organizations how to maximize their efficiency, we are not only helping them save money on taxes, but also creating a much broader, more meaningful level of change for them.

We believe that freeing people from the burdens of their tax problems through tax optimization techniques helps individuals and business owners to become the best version of themselves.

Taxes are one of the biggest expenses that we have and the opportunities to optimize them often get neglected. Too often, people mistake the tax reporting process as going to their CPA every year. There are other levels of tax optimization, which a tax attorney can point out and put into place.

We designed our tax optimization practice because we believe the best use of funds is with the individual or the business that has generated them. Tax savings provide for people’s quality of living, they provide for further education, and they create jobs. On the whole, there’s many exponential benefits that come with tax savings.

Taxes are one of the biggest expenses that we have and the opportunities to optimize them often get neglected. Too often, people mistake the tax reporting process as going to their CPA every year. There are other levels of tax optimization, which a tax attorney can point out and put into place.

We designed our tax optimization practice because we believe the best use of funds is with the individual or the business that has generated them. Tax savings provide for people’s quality of living, they provide for further education, and they create jobs. On the whole, there’s many exponential benefits that come with tax savings.

WE KNOW OUR STUFF

Tax laws change every year, and we stay attuned to these developments when formulating your personal tax optimization plan. By navigating the evolving landscape, we guide you on the optimal path, ensuring positive outcomes even in situations where clarity may be lacking.

IRS COMPLIANCE

The analysis, recommendations, and strategies we provide mirror the application of existing IRS regulations, revenue rulings, statutes, and laws.

PERSONAL ATTENTION

At Brotman Law, we are in your corner. Nothing makes us more contented than getting you out of that tight corner. That means teaming up closely with you to understand your unique concerns. Every time you interact with us, you will get the personal attention and communication you deserve.

Our Clients Will Tell You: We Get Results.

“Through some of the most challenging and frustrating times of my life, Sam Brotman and his team were there to assure me everything would be alright.”

“With hundreds and thousand of dollars owed to the IRS, I thought there was no way I would pay it back, until I met Sam Brotman.”

“When you’re working with a law firm, you don’t know if you are going to have someone personable, but with Brotman Law, I was pleasantly surprised.”

“I really connected with my attorney, Lindsay, as she was the easiest person to work with and got us a great outcome.”

“Sahar was immensely patient in collecting information and proficient in documenting our case to the IRS, resulting in full abatement of penalties and interest.”

“We are deeply grateful for the knowledge and efforts of Sahar, Michael R. and their team at Brotman for delivering with a winning strategy.”

“Challenging the IRS alone felt like a daunting task.  Once we contacted Brotman and they laid out an action plan, we started to feel hopeful.”

“Everyone at Brotman Law was professional, responsive, friendly, and I felt safe working with them. I am more than happy with how my matter was resolved.”

“I would highly recommend Brotman Law to anyone looking for a firm. They are real problem solvers.”

“Anybody I know going through tax issues, I will send to Brotman Law!”

“I had a large tax debt & was terrified, but then Brotman Law wrote my innocent spouse appeal & it was accepted!”

“Brotman Law was very transparent and kept me informed throughout my entire matter.”

“The letter they wrote and how they proposed the innocent spouse is the reason my application got accepted!”

“Sam Brotman is an aggressive, smart and ethical tax attorney.”

“Brotman Law solved my tax problem and secured the long term financial future of my business and my family.”

“I highly recommend Brotman Law to anyone who is doing battle with the IRS.”

“Sam’s team successfully closed our EDD case and got us an outcome I didn’t think was possible.”

“Brotman Law helped us reduce our potential liability by 97%!”

Tax Strategies, Case Studies, and Thought Leadership

Hundreds of $1,000,000s

Saved in Tax Penalties

100+

Appeal Victories

$1B+

Saved in Taxes

150+

Multimillion and billion-dollar corporate transactions

11+

Tax Services

400+

Clients represented in an audit

$160M+

in ERC Tax Credits

Our Thought Leadership Has Appeared In

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Book a Free 15-Minute Assessment Call

Set up a quick call with our firm’s concierge to see if we’ll be able to help you. The whole process will take 15 minutes or less.

STILL HAVE QUESTIONS?

Tax law can be complex, confusing, frustrating, and even scary. We’re here to help!

  • Effectively allocate income that should be taxable to the enterprise back to the enterprise instead of the owner.
  • Maximize enterprise losses, particularly for real estate investors, to offset taxable income.
  • Create tax-advantaged structures for owner investments and shift investments into the enterprise structure, rather than being owned directly by the owner (which also carries several asset protection benefits as well).
  • Shift family income needs to be funded through more tax favorable sources and plan future income to increase through those sources.
  • Fabricate deductions, underreport/hide income, or do things that are sketchy or increase your risk.
  • Increase your IRS or state audit risk. (If anything, proper structuring reduces audit risk because you are doing things in a way that the government expects to see them.)
  • Make things overly complicated by recommending a vast web of corporate and/or trust structures that are unnecessary or overly expensive to maintain.
  • Save money, serious money, on your yearly income tax obligations.
  • Reduce your federal and state audit risk.
  • Hold assets in tax advantaged and sometimes in asset protected structures designed to minimize your risk.
  • Facilitate the transfer of wealth to the next generation or maximize charitable giving opportunities.
Brotman Law Featured in Inc. Magazine - Fastest Growing Law Firm in California