Business Tax
08/18/2026
CFO Services
08/18/2026Tax Strategy
Tax planning should happen before the transaction—not after the return is due.
Doral Tax & Accounting helps business owners, investors, families, and high-net-worth individuals evaluate proactive tax strategies involving business structure, investments, real estate, depreciation, tax credits, transactions, succession, and wealth transfer.
Our approach is designed to identify opportunities early, model the potential tax impact, and coordinate tax strategy with your broader financial objectives.
Plan earlier. Understand the options. Make tax-aware decisions.
Tax Strategy Begins With the Decisions You Make During the Year
Tax compliance records what already happened. Tax strategy focuses on the decisions that can still be influenced.
Business structure, asset purchases, investments, financing, ownership transfers, real estate transactions, compensation, succession, and estate planning can all create different tax outcomes depending on how and when they are structured.
We help clients evaluate those decisions before implementation whenever possible.
Effective tax planning is not about using every available strategy. It is about identifying the strategies that fit the client's facts, objectives, timing, risk profile, and overall financial plan.
Start With the Right Ownership & Entity Structure
Entity Selection
Evaluate the tax implications of operating as an LLC, partnership, S corporation, C corporation, or other structure based on the business, ownership, compensation, growth plans, and exit strategy.
S-Election Analysis
Evaluate whether an S corporation election may be appropriate by considering earnings, reasonable compensation, payroll taxes, distributions, ownership requirements, and long-term business objectives.
Holding Company Structures
Evaluate whether separating operating businesses, investments, real estate, intellectual property, or other assets into coordinated entities may support tax, operational, or ownership objectives.
Business Tax Incentives & Optimization
Section 199A Optimization
Evaluate planning opportunities involving the qualified business income deduction where applicable, including entity structure, taxable income, compensation, and other relevant limitations.
R&D Credits
Identify qualifying research activities and expenses that may support federal or state research credits while maintaining appropriate documentation.
IC-DISC
Evaluate whether qualifying U.S. exporters may benefit from an Interest Charge Domestic International Sales Corporation structure.
Energy & Historic Tax Credits
Evaluate available federal and state incentives for qualifying energy, rehabilitation, or investment projects based on current law and project timing.
Employee Retention Credit Matters
Assist with review, documentation, IRS correspondence, disallowances, and other legacy ERC matters where applicable. New ERC planning opportunities are generally no longer available.
Qualified Small Business Stock
Evaluate whether qualifying C corporation stock may be eligible for Section 1202 treatment and coordinate planning around formation, ownership, holding periods, and future exits.
Tax Planning for Wealth Transfer & Family Ownership
Real Estate & Capital Investment Strategies
Cost Segregation
Evaluate whether portions of a commercial or investment property may qualify for shorter depreciation recovery periods, potentially accelerating deductions.
Bonus Depreciation
Coordinate qualified property acquisitions with current depreciation rules. Certain qualifying property acquired and placed in service after January 19, 2025 may be eligible for 100% bonus depreciation under current federal law.
Like-Kind Exchanges
Help evaluate Section 1031 exchange considerations for qualifying real property transactions and coordinate the tax planning timeline with legal and exchange professionals.
Opportunity Zones
Evaluate Qualified Opportunity Fund investments and evolving Opportunity Zone rules where they fit a client's investment, gain recognition, and long-term tax planning objectives.
Plan for the Tax Impact of Major Transactions
Installment Sales
Evaluate whether eligible transactions may benefit from recognizing gain over multiple tax years rather than entirely in the year of sale.
Qualified Small Business Stock
For qualifying businesses and shareholders, Section 1202 planning may influence entity selection, capitalization, ownership, holding periods, and eventual exit strategy.
Transaction Modeling
Model different transaction structures before a sale, acquisition, real estate disposition, ownership transfer, or other significant event so clients can understand the potential after-tax consequences.
The structure of a transaction can sometimes be as important as the transaction itself.
Tax Strategy Across the Financial Lifecycle
Build
Choose entities, establish ownership structures, evaluate elections, and create a tax-efficient foundation for a growing business.
Invest
Evaluate depreciation, real estate strategies, research incentives, energy incentives, Opportunity Zones, and other qualifying investments.
Transition
Plan for business sales, installment transactions, ownership changes, 1031 exchanges, succession, and significant liquidity events.
Transfer
Coordinate trusts, family partnerships, charitable structures, private foundations, and other wealth transfer planning with the client's professional advisory team.
Our Tax Strategy Process
01 — Understand
Review the business, investments, entities, tax position, ownership structure, upcoming transactions, and long-term objectives.
02 — Identify
Identify strategies that may be relevant based on current tax law and the client's specific facts.
03 — Model
Estimate potential tax effects, cash flow impact, timing considerations, and tradeoffs before implementation.
04 — Coordinate
Work with the client's attorneys, financial advisors, lenders, valuation professionals, and other specialists when implementation requires additional expertise.
Frequently Asked Questions
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Important: Tax laws, credits, deductions, eligibility requirements, phaseouts, and filing deadlines change frequently. Strategies described on this page are general examples and may not be available or appropriate for every taxpayer. Tax, legal, investment, and estate planning strategies should be evaluated based on current law and each client's specific circumstances. Doral Tax & Accounting coordinates with legal, investment, valuation, and other professionals where appropriate.
Make Tax Strategy Part of the Decision—Not an Afterthought
Whether you are structuring a company, purchasing assets, investing in real estate, evaluating tax incentives, preparing for a business sale, or planning the transfer of family wealth, Doral Tax & Accounting can help you evaluate the tax implications before important decisions are finalized.
Let's identify the planning opportunities that fit your financial picture.
