Tax & Estate Planning

At Porter Powers, our attorneys aggressively protect the wealth our clients work so hard to build. We use every means afforded by federal, state and international law to protect assets and income from creditors and minimize corporate and personal income tax.

Business Services


If a business is successful, its owner has undoubtedly invested time and attention in customers, professional development and people. What about financial health of the business? That’s usually placed in the hands of other people (the office staff, the lawyer, the accountant, the payroll processor, the health and retirement plan administrator, etc.).

In most cases, the business owner maintains a separate relationship with each advisor. Generally, none of these experts talk to each other until there’s a problem. At Porter Powers we consult all of a business’ advisors using the following techniques and products to maximize the amount of revenue the business owners keep:
  • Retirement Plans (401k, Defined Benefits/Cash Balance, ESOP)
  • Retained Earnings Issues\Buy Sell Agreements
  • Series LLC’s
  • Conversions
  • Executive Compensation
  • IC DISCs
  • Employment Tax
  • Incentive Bases Compensation
  • Non Qualifies Benefits (Cafeteria, MERP, VEBA, Deferred Comp)
  • Options
  • Mergers and Acquisitions
  • 831b Small Business Insurance Captives
  • 482 Transfer Pricing Issues
  • Employee Benefits (Health Insurance)
  • IT Credits
  • Exit Strategies
  • Asset Protection Planning
  • Compliance with the Affordable Care Act for Individuals and Companies
  • Income Tax Forecasting

We provide a variety of specialized advisory and strategic services for our clients:



Asset Protection

Small businesses face numerous threats. Those threats can originate in your personal life or from within the business itself. In the case of a dispute, your business may suffer even if you eventually win: for example, a tax lien could severely impact your cash flow and business continuity.

Exit Planning

When a small business is launched, “exit strategy” is the furthest thing from the owner’s mind. The immediate focus is on building the business – attracting clients, generating profits, developing as a professional and assembling a team. Bit it pays – and pays big – to begin exit planning as soon as possible.

Physicians, Dentist & Ancillary Medical Services

Are doctors “bad business people”? The stereotype has some truth – many doctors even revel in this image. When physicians and dentist operate their own practices (rather than working for hospitals or clinics), they need to be proactive about their financial lives. Those who don’t risk their standard of living, have the ability to build wealth and the legacy they leave their children. Unfortunately, most independent physicians and dentists are on autopilot.

Individual Services


Many of our clients live and breathe their businesses. Personal financial planning involves an additional set of considerations. It can be challenging to keep personal taxes to a minimum, fund day-to-day living, and finance the family's future.

You may be concerned with:
• How can I lower my tax bill?
• Will I have enough for a comfortable retirement?
• Can I make sure my spouse is provided for when I die?
• Can my children avoid the estate tax?

We offer these and other services to achieve a total solution for your personal and family finances:


  • Limiting Income Tax to Spendable Income
  • Retirement Planning
  • Asset Protection
  • FBAR Compliance
  • Estate Planning
  • Long Term Care Issues
  • Living Trust
  • Wills (simple & complex)
  • Powers of Attorney
  • Living Wills
  • Irrevocable Trusts
  • Charitable Giving Strategies
  • Family Limited partnerships