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Transactional Planning
Structuring Entities, contracts, transactions and tax planning to reduce risk, increase profitability and minimize tax exposure

The Essence of Transactional Planning

What is the essence of transactional planning?  Transactional planning is a comprehensive look at an entity or entities and how they structure transactions in order to minimize associated risks and reduce tax exposure while accomplishing the business, investment or personal transactional goals of the client.

Transactional planning is the art of integrating the legal, tax, accounting, contract and entity issues associated with an individual or corporate undertaking which structures each transaction in a way which accomplishes the goals at hand in the most efficient and effective way possible from a legal, tax and accounting perspective.

Minimize Domestic and International Tax

One of the goals of transactional planning is to minimize state, federal and international tax exposures.  This is the case for individuals who wish to organize a few rental properties as well as international entities who wish to structure an organization of corporate entities to facilitate transactions around the globe while reducing the tax implications of each transaction.

Janathan Allen has extensive experience advising clients as they approach their transactional goals.  Allen Barron’s services, combined with the legal work of Janathan L. Allen, APC, provide an integrated approach to transactional planning.  

We work with our clients to clearly identify the objectives at hand, any challenges which may have recently presented and existing legal structures and entities to tailor the best solution to accomplish their goals.

Protect What You've Built

One of the primary benefits of transactional planning is the ability to protect what you’ve built and organize it in a manner which reduces present and future risks.  You’ve invested (or are about to invest) your time, money and hard work to build something substantial.

How do you protect yourself and your business entities from risk?  What strategies minimize or mitigate risk while enhancing opportunities for success and profit? There is always risk associated with any viable business or investment pursuit.  However, there are proven strategies to structure your business or investments and the transactions you conduct in a manner which reduces or eliminates personal exposures.

The Elements of Transactional Planning

What are the elements of transactional planning and what are the services provided by Janathan L. Allen, APC and Allen Barron?

Transactional planning often includes several elements, including but not limited to:

We invite you to contact us or call 866-631-3470 today to schedule a complimentary consultation with Janathan Allen.  Learn how our firm’s transactional planning services can reduce your risks, protect all you’ve built and will build in the future, reduce tax exposure and improve the results you intend to achieve.

Resources

Downloads

Practices Areas

Listen to Jan Speak About Transactional Planning in a recent AB Cast podcast

Contact Us To Learn More About Allen Barron's Services

For more information or to discuss your tax, legal and accounting needs contact Allen Barron or call 866-631-3470 for a free and confidential initial consultation. Learn about the importance of integrated business strategy and coordination across legal, tax and accounting systems.

Offices of Allen Barron, Inc.

Main Office

16745 West Bernardo Drive, Suite 260
San Diego, CA 92127
Phone: 858-304-0947
Phone: 866-631-3470
Fax: 858-376-1410

San Diego Office

5720 Oberlin Drive
San Diego, CA 92121
Phone: 866-631-3470
Fax: 760-741-1410

Las Vegas Office

333 South Sixth Street, Suite 230
Las Vegas, NV 89101
Phone: 702-749-4430
Fax: 702-933-1748

San Diego Office

750 B Street, Suite 2610
San Diego, CA 92101
Phone: 619-702-8356
Fax: 619-923-8356

San Francisco Office

300 Montgomery Street, Suite 410
San Francisco, CA 94101
Phone: 415-481-0475
Fax: 415-762-1539

Phoenix Office

40 North Central Avenue
Phoenix, AZ 85004
Phone: 602-903-7018
Fax: 602-357-1655