Tax counsel
Business Incentive & Tax Planning
We provide business and tax planning that focuses on opportunities for high-net-worth individuals, small and medium-sized businesses, and start-up companies including general business credits, state and local credits, international planning, and business incentives.
Book a ConsultationHigh-net-worth individuals and small and medium-sized businesses.
A focused service.
A connected perspective.
In this service
View All ServicesOpportunities we highlight.
- Startup & Growth Company Tax Planning
- Individual, Founder, & Family Tax Planning
- Qualified Small Business Stock (Section 1202)
- Opportunity Zone Tax Planning
- State and Local Tax Incentives
- Work Opportunity Tax Credit (WOTC)
- Energy & Sustainability Incentives
- Negotiated Economic Development Incentives
- IC-DISC Export Tax Benefits
Start with the way your business works.
A thoughtful review begins with your operations, planned investments, and commercial priorities. We help frame the questions that determine which incentive opportunities deserve a closer look.
- Business goals and planned investments
- Existing tax and incentive arrangements
- Coordination with your financial team
Connect an opportunity to a practical plan.
Potential benefits are one part of a wider decision. An integrated approach considers timing, documentation, and the relationship between an incentive and your business plans.
- Credit and incentive evaluation
- Planning around business milestones
- A clear scope and next steps
Keep the bigger picture in view.
Business plans evolve. Bring legal, tax, and commercial considerations together as a project develops, with a consistent point of contact for the questions that follow.
- Collaboration with existing advisors
- Planning as circumstances change
- A connected business and tax perspective
Your first conversation
Start with what matters to you.
Bring an overview of your situation, your priorities, and any relevant documents. We will discuss whether the firm is the right fit and the scope of a potential engagement.
Book a ConsultationA thoughtful next step
Let's talk about what comes next.
Your business. Your priorities. Your future.
Start a conversation with Cox Business & Tax Law.