Practice owners and healthcare professionals planning for growth, a partner, or a sale. We plan the structure and the numbers well before the decision.
Four situations come up most often.
Selling the assets of a practice and selling its stock are taxed differently, and how the price is divided matters. We model the options against the buyer’s offer before you agree.
Owning the building through a separate entity can limit risk to the practice and make the lease a deductible expense for the practice. We help you decide whether a separation fits.
Some practices develop new protocols, techniques, or software-driven workflows that can qualify for federal and California credits. We help you identify and document what is already happening.
When you add an associate or buy out a retiring partner, the way the payments are structured affects the tax for both sides. We plan the transition with you and your attorney.
A large IRS penalty notice arrived. We built a reasonable-cause argument grounded in the specific facts of the engagement, represented the client through the full process, and the penalty was removed. Executive, California
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You tell us what you are facing or planning. We listen, ask questions, and tell you whether we are the right fit.
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If we work together, we agree on what we will do, who is responsible for what, and the fee, before the work begins.
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We gather the facts, explain your options in plain terms, and act while your choices are still open.
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.
Call or text the Irvine or Palm Desert office. A person answers, and a senior CPA follows up.
Start with an Assessment