Business & Investor Solutions
Advanced tax strategies for business owners, partnerships, and sophisticated investors seeking to optimize entity structures and partnership transactions.
Our business and investor solutions help optimize complex transactions, entity structures, and partnership arrangements to maximize tax efficiency while maintaining operational flexibility.
Section 721 Exchanges
Contribute appreciated property to a partnership or LLC in exchange for ownership interests without triggering immediate gain recognition, ideal for UPREIT structures and roll-ups.
Section 754 & 743(b) Adjustments
Step-up partnership basis to align with current market values when interests are transferred, improving depreciation and reducing taxable income for buyers.
Entity Structuring
Select and configure the optimal entity structure for operations, investing, or holding IP. Options include LLCs, partnerships, S corporations, C corporations, and holding companies designed for tax efficiency and operational flexibility.
Important Disclosures
All strategies are subject to IRS rules, limitations, and documentation standards. Numbers are illustrative only. Stonebridge Tax Advisors LLC does not provide legal or investment advice. Implementation requires coordination with your CPA, attorney, and qualified third parties where applicable.
Ready to Optimize Your Business Structure?
Our Tax Impact Assessment will help identify which business and investor strategies best fit your entity structure and tax optimization goals.