Accountants naturally strive to set up new clients with the most appropriate business and investment structures. But most firms will have a number of clients in less-than-ideal structures.
Optimising structures can provide all manner of tax, asset protection and estate planning benefits. If high workloads and constant deadlines mean you’re unable to find the time to review and potentially restructure your clients’ arrangements, Rosskelly Advisory can help.
We begin by reviewing your clients’ current business and investment structures, before making specific recommendations to help improve their situation. This includes identifying the various restructuring options, such as utilising roll-overs under the tax laws, to transition to the optimal structure in the most cost-effective manner.
If your client proceeds with the restructure, we can also assist with implementing the necessary transactions, preparing checklists to outline the timing of each step, and templates for elections and disclosures required under the tax laws.
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