Get the whole picture.
We help bring all the moving pieces into focus. Clarity allows us to optimize your tax & transactional planning.
As an elite tax advisory and business law firm, our team understands the importance of sound tax planning and provides tailored solutions to meet our clients’ tax needs.
OUR SERVICES
Outcome-focused Tax Advisory
Tax advisory services are crucial for individuals and businesses alike. A tax advisor can help you navigate complex tax laws, minimize your tax liability, and ensure compliance with regulations. By working with a tax advisor, you can make informed decisions about your finances and avoid costly mistakes.
Don't let taxes stress you out - enlist the help of a tax advisory service to ensure your financial success.
OUR SERVICES
Capital gains deferral trusts
Capital gains deferral trusts can be a game changer for high-net-worth individuals and businesses looking to sell high-value assets. By utilizing this trust, you can defer the capital gains tax on the sale of your assets and potentially save a significant amount of money. This can be especially beneficial in situations where you plan to reinvest the proceeds from the sale of the asset. A capital gains deferral trust can provide you with flexibility and tax advantages that are hard to come by in other forms of investment.
Don't miss out on the benefits of this powerful tool - consider a capital gains deferral trust for your next high-value asset transaction.
OUR SERVICES
Estate Planning
Estate planning is crucial for high-net-worth individuals who want to protect their assets and ensure their loved ones are taken care of. A well-crafted estate plan can help you minimize taxes, avoid probate, and designate beneficiaries for your assets. It can also help you maintain control over your affairs if you become incapacitated. By working with a skilled estate planning attorney, you can create a customized plan that reflects your unique goals and priorities.
Don't leave your financial legacy to chance - take control with a comprehensive estate plan.
OUR SERVICES
Business & Employment Contracts
Business and employment contract preparation by a trained attorney is essential for protecting the interests of all parties involved. A well-drafted contract can help prevent misunderstandings and disputes, clearly define rights and obligations, and ensure compliance with applicable laws and regulations. An experienced attorney can help you tailor your contract to your specific needs, provide guidance on legal requirements, and negotiate favorable terms.
Don't put your business or career at risk by relying on generic or DIY contracts - trust the expertise of a trained attorney to help you achieve your goals and protect your interests.
OUR SERVICES
License defense
Healthcare license defense by a trained attorney is essential for protecting the careers and livelihoods of healthcare professionals. A licensing board complaint or investigation can be a stressful and intimidating experience, and it's important to have an experienced attorney on your side who can guide you through the process and protect your rights. A skilled attorney can help you navigate complex regulations and legal procedures, gather and present evidence in your defense, and advocate on your behalf.
Don't risk losing your license and your livelihood - trust a trained attorney to provide the strong defense you need.
OUR SERVICES
ERC Compliance
At Aegis Lion, we understand the concerning situation of unscrupulous third-party promoters preying on business owners, and we are committed to providing assistance. We seek to determine if your business has been targeted by one of these scams in addition to rectifying any inaccuracies in your filing.
Contact Aegis today to help you navigate the complexities of ERC compliance.
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RECENT CASE EXAMPLES
Outcomes matter.
They can't be guaranteed, but they matter to you and to us. We work to vigorously protect our clients' interests.
Practice Transaction
Represented orthodontic practice in OSO transaction. Negotiated increased multiple (+2x) ,additional doctor protections.
Estate
Planning
High-net-worth divorce, drafted trust vehicles to protect high value assets. Successfully protected our client's interest.
Capital Gains Taxes
Client sold business for $10M+. Coordinated all parties to establish an Aegis Tax Deferral Trust saving the client over $2M in taxes.
State Board License
Brought expertise to the evaluation to identify errors in initial Board evaluation, client receives modified 'no findings' result.
TESTIMONIALS
Take their word for it.
"He has been wonderful to work with during difficult and stressful circumstances. By being able to help me stay calm and offering wise counsel, he has guided me through challenging circumstances and accomplished very positive outcomes."
A.V.
"He listened to my concerns, provided me with timely and thoughtful analysis, made recommendations, managed my expectations, helped with negotiations, and guided me through this dispute. The result was that he helped me through this challenge and the outcome was better than I expected."
Alan Peet, DDS
Olympic Peninsula Oral Surgery
"I am extremely grateful to him for his caring, nonjudgmental nature, and the way he was able to encourage, support and help me to continue to feel hope when emotions and discouragement were weighing me down. I would definitely recommend his services and count him as an extremely important legal and professional advisor in my professional life. You have made a huge impact on my life and the future of my family!"
Nathan Tanner, DDS, FAGD
Tanner Dentistry