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Business Organization

We advise clients with business interests on a variety of issues, including business formation procedures, choice of entity considerations, tax planning, and corporate compliance. Our office will prepare and file the appropriate documents to establish and maintain your status as an active business in California.

We understand that your business can be a significant component of your estate plan. We help clients develop a business succession plan that is consistent with their estate planning goals. We also help clients with lifetime transfers of business interests to reduce or defer tax liabilities. 


1255 Treat Boulevard, Suite 300
Walnut Creek, CA 94597
+1 925.322.9643
Open hours
9:00AM – 5:00PM PST

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