Trenwith Group, LLC Financial Services

Tax Planning & Reporting

  • Cross-Jurisdictional Transfers, Sales, or Exchanges
  • Company Recapitalizations / ESOPs
  • Acquisitions of Assets
  • Legal Entity Changes
  • Changes in Entity Ownership or Control
  • Financial Security, Option, Derivative Pricing
  • Private Estate Wealth Planning
  • Passive Investment Holding Companies and multi-party structures

Tax Valuations (PDF)
Gift & Estate (PDF)
IRC 409(A) (PDF)