Finance Case Studies

Operations in 50 states doesn’t have to mean being taxed 50 times

For a financial services company that operates in all 50 states, AGH worked closely with our client’s attorneys to redefine the corporate structure, minimizing tax liabilities while maintaining solid legal protection. We ultimately created five separate entities, which enabled us to allocate income between states in a way that helped reduce tax liabilities. Then, based on state laws, we suggested the best method of consolidating for state tax purposes and prepared tax returns for all 50 states.