corporate structure

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October 2021 Entity Formation

DeAngelis Legal created several new entities this month in a variety of industries.  A couple corporations and several limited liability companies (LLCs).  The proper choice of entity and its proper tax character (c-corporation, s-corporation, partnership or disregarded entity) is largely driven by liability protection, the entity’s purpose and industry (i.e., real estate holding company, operating [...]

By |2022-07-28T20:05:42-07:00November 15th, 2021|Entity Formation, Recent Projects, Protecting Family Wealth|Comments Off on October 2021 Entity Formation

September 2021 Corporate Review

DeAngelis Legal performed a corporate review of the structure and records of several new clients and proposed recommended changes to confirm with each client’s operations and objectives.  The clients created several entities over the years, creating a rat’s nest of entities.  Separate entities provide enhanced creditor protection, but owners need to adhere to corporate formalities [...]

By |2022-07-21T12:07:19-07:00October 15th, 2021|Recent Projects, Succession Planning, Protecting Family Wealth|Comments Off on September 2021 Corporate Review

September 2019 Mergers and Acquisitions

In a show of how strong the market is right now, we assisted another mid-market Arizona based corporation with the sale of their business.  Again, the private equity group and their national law firm insisted on the transaction being structured as an “F-reorganization” for tax purposes in lieu of an asset sale as originally proposed.  [...]

By |2019-10-28T10:34:23-07:00October 15th, 2019|Recent Projects, Mergers & Acquisitions, Business Services, Homepage|Comments Off on September 2019 Mergers and Acquisitions

January 2019 Corporate Clean Up

Represented two separate clients with a review and clean up of their corporate structure. The first client owned several unrelated businesses in the healthcare industry and the other client was predominately in real estate development.  Both clients wanted to maximize creditor protection while minimizing income taxes.  DeAngelis Legal reviewed each client’s situation, made recommendations and [...]

By |2019-03-15T19:07:38-07:00February 15th, 2019|Recent Projects, Business Services, Homepage|Comments Off on January 2019 Corporate Clean Up

July 2018 Corporate Restructure

Represented long time Phoenix couple with the review, restructure and funding of various real estate holding companies.  DeAngelis Legal worked with the client to identify his risk tolerance and created the plan to insulate the couple’s other assets from liability and increase the liability protection between properties.  The plan used their existing entities to the [...]

By |2018-10-23T14:05:51-07:00August 15th, 2018|Recent Projects, Homepage|Comments Off on July 2018 Corporate Restructure

March 2018 Business and Complex Estate Plan Review

Represented couple with a comprehensive review of their general business and complex estate plan documents.  Husband and wife had 12 entities, 3 irrevocable trusts and a revocable trust.  DeAngelis Legal analyzed the structure and documents and provided a comprehensive summary of their business and estate plan with recommendations to enhance the effectiveness and efficiency of [...]

By |2018-05-15T18:31:38-07:00April 15th, 2018|Federal Estate Tax, Recent Projects, Estate Planning, Business Services, Homepage|Comments Off on March 2018 Business and Complex Estate Plan Review