Additional Information
Tax Services   Asset protection

Baker Tilly has found that while most business owners, professionals, and affluent individuals have tax and estate plans, many do not have an asset protection plan. Yet divorce, litigation, creditor claims, and disastrous events — not taxes — pose the greatest single threat to accumulated wealth.

Our professionals can design property ownership structures and agreements that minimize exposure to creditors while maintaining liquidity, managing taxes, and supporting clients’ wealth transfer objectives, both domestically and internationally.

Baker Tilly asset protection services include:

  • Reviewing your financial structure and ownership profile, and identifying potential risks
  • Forming trusts, limited liability corporations (LLCs), and limited partnerships (LPs)
  • Developing prenuptial and marital property agreements
  • Formulating asset protection strategies for S and C corporations
  • Providing portfolio protection through domestic and foreign asset protection trusts
  • Making recommendations regarding level and type of insurance coverage
     

Contact our tax services team > 

 
Spotlight

Web Tax Planning Guide

Plot a tax-smart course with the 2010-2011 Tax Planning Guide >


Sign up for more insights 

Tax news and insights

Tax Topics

More insights >

Case study: Global research credits and incentives
A client capitalizes on international R&D to obtain $1 million in  >
Mexico R&D incentive program
Mexico extends research and development (R&D) grant programs for manufa >
New tax filing requirement for stock option plans
Corporations have until Jan. 31 to meet the filing requirement surrounding >

Private Client Group Topics

More insights >

Tax reminders for individuals
There are specific individual tax strategies to take into consideration whe >
Estate planning in 2011-2012
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Ac >
IRS provides guidance on estate tax election for decedents in 201
New IRS guidance includes a provision that permits executors of those who d >