Practice sales, partner buy-ins, multi-entity for clinical and real estate, R&D credits for healthcare innovation. The structural moves many preparers overlook because they only see the practice, not the whole stack.
The four structural moves that compound across the exit window, engineered, documented, and stress-tested before any return is filed.
Asset vs stock sale modeling, goodwill allocation, §1060 basis stepping, and seller-note structuring, designed against the buyer's offer architecture, not boilerplate.
Your practice and the building you own deserve different structures. We separate the operating entity from the real estate holding entity, isolating liability and unlocking lease-based deductions.
Custom devices, proprietary protocols, treatment techniques, and software-driven workflow improvements often qualify for federal and CA R&D credits. We document what's already happening in your practice.
Bringing on an associate? Buying out a retiring partner? We structure the equity transition for tax efficiency on both sides, with §736 retirement payments and goodwill allocations done properly.
A seven-figure IRS penalty notice arrived for estimated tax payment timing on RSU-based compensation the recipient didn't control. We built the reasonable-cause argument grounded in the specific facts of the engagement, represented through the full appeals process, and the penalty was eliminated entirely, not reduced, eliminated. “They took a seven-figure IRS bill and made it disappear.”. Executive, San Diego
See more results →If yours is not here, the Assessment answers it directly.
It depends almost entirely on goodwill allocation, basis, and buyer type. Asset sales typically favor the buyer (depreciation step-up); stock sales typically favor the seller (long-term capital gain treatment). We model both before you sign any LOI.
Yes, and you should, for both tax and liability reasons. We use a holding-company structure with an arm's-length lease between your real estate entity and your practice entity, unlocking depreciation and limiting practice risk to practice assets.
More often than physicians realize. Custom protocols, internally-developed software, and process improvements that involve experimentation can qualify. The credit can be applied against payroll tax for newer practices.
30 minutes to find out which. If we find a clear opportunity, we'll show you exactly what it's worth.
Start with an Assessment