Tax Planning and Asset Protection

An Arizona attorney focused on your future

For individuals and businesses alike, taxes are a constant. You can't avoid them - but you can reduce your liability by planning for them. An attorney with experience in tax law can help you protect your assets and secure your financial future. That's why you need to talk to the Arizona tax lawyers at Brown, Naegle, Crider & Jensen LLC.

Founding partner Shad M. Brown has extensive experience helping clients throughout Arizona with tax matters. Shad holds a Master of Laws in Taxation and worked for the Internal Revenue Service (IRS) prior to entering private practice. He understands tax law from both the taxpayer's and taxing authority's side, and he'll put that experience to work to help you prepare for the future.

Some of our tax planning services include:

Individual tax planning

Every individual is unique, and that means the best tax plan is an individualized plan. We'll meet with you, thoroughly review your financial situation and help you create a tax plan that protects as many of your assets as possible. Some of our services include:

  • Using trusts and lifetime gifts to shelter assets and reduce tax impact
  • Providing for medical needs for elderly or disabled family members
  • Utilizing and integrating employer-provided insurance, benefit and retirement plans
  • Analyzing the cost and benefit of disparate tax plans
  • Ensuring compliance with state and federal laws

Business tax planning

Our attorneys are experts on state and federal laws affecting business tax matters. We have advised public, private and family-owned businesses on a wide range of tax matters. Our team can address the tax implications of:

  • Business structures such as partnerships, LLCs and corporations
  • Mergers, acquisitions, business purchases and sales
  • Business debt and financing
  • Succession planning
  • Executive compensation
  • Real property
  • Tax controversy with the IRS and state agencies

Rely on Shad Brown to help create your tax plan

Making sure your assets are protected and your financial future is secure is one of the most important steps you can take in your life. Take charge of this decision with an experienced tax lawyer on your side. Contact us today to schedule your free consultation with Shad Brown.

3850 E Baseline Rd Suite 112
Mesa, AZ 85206
local phone: (480) 378-9000