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APEX provides services that extend beyond a normal law firm.  With backgrounds in tax and accounting, the attorneys at APEX will perform multi-leveled comprehensive reviews of your business law matter. When you engage APEX, you’ll have a full-service team to assess the totality of all your needs from an accounting, legal and tax perspective.  Apex services include but are not limited to:
  • Corporate Formation and Filings​        
  • Choice of Entity
  • ​LLC/Partnership Formation
  • S and C Corporation Formation
  • Shareholder Agreements
  • Taxation
  • Tax Exempt Organizations
  • Contractual Reviews
The professionals at APEX have worked with clients in almost every state across the country in a wide array of industries.  With a “business-first” mentality, APEX will allocate its resources accordingly to ensure clients objectives are effectuated in a cost-efficient manner.

TAX & ACCOUNTING

APEX prides itself in integrating tax minimization practices into each client engagement.  We understand taxes are a fundamental aspect of every business and it’s our job to alleviate your tax burdens to the furthest extent possible through positions that hold up to IRS, state and local scrutiny.  In doing so, the attorneys at APEX remain proficient in the most current tax software by staying up to date with current tax rulings and accounting regulations.  At APEX we offer a wide range of tax and accounting practices including but not limited to the following:
  • Strategic Corporate Structuring for Tax Purposes
  • Analyzing Entity Formations
  • Complex Real Estate Transactions
  • Regular, Revers​e and Improvement IRC 1031 Exchanges
  • Implementing Tax Minimization Practices in:​               
          - Mergers and Acquisitions 
          - Estate Planning
          - Succession Planning
  • Tax Advocacy
  • Termination and Liquidation
  • Tax Return Filing
Apex understands tax practices ​coincide with business decisions and accounting principles. Our professionals understand the intricacies of complex accounting principles vis-à-vis, corporate structuring, strategic planning, mergers and acquisitions, estate and succession planning and other business-related matters.  The professionals at APEX will align your business law related-matter with proper tax planning and accounting principles.

Mergers & AcquisitionS

The professionals at APEX understand the complexities of buying and selling a business.  From asset to stock sales, to 338(h)10 elections, to F-Reorganizations, ESOP’s, to tax deferred equity rollovers, the Apex team not only understand the many legal structures in the merger and acquisition space, but also the corresponding tax and accounting impacts of each.  APEX holds in high esteem that it truly is a "one-stop-shop” for its merger and acquisition clients by providing the following personalized services:
  • Buyer and Seller Side Representation
  • Quality of Earnings Analysis
  • Letter of Intent Review (from a legal and tax perspective), Drafting and Negotiation 
  • Due Diligence Review and Assistance
  • Legal Document Review and Drafting
  • Working Capital Review and Analysis
  • Purchase Price Allocation 
  • Post-Closing Tax Return Filing
APEX can handle public or private mergers and acquisitions.  When clients choose APEX for their merger or acquisition, they receive an all-inclusive service of accounting, legal and tax.

ESTATE & SUCCESSIOn PLANNING

APEX offers a unique blend of both personal and business estate and succession planning services.  The attorneys at APEX are able to translate unique client goals and long-term plans into tax efficient, financially stable estate plans.  APEX understands estate planning is not only about avoiding federal and state taxes upon death, but it also coincides with current business planning, multigenerational wealth protection, retirement planning and long-term care.  APEX looks to multiple factors when crafting an estate plan. Such factors that include the following:
  • Strategic Analysis addressing Estate Plan needs, client desires, and corresponding tax impacts.
  • Implement Estate Plan to avoid probate
  • Last Will and Testament
  • Revocable or Irrevocable Trust
  • A General Durable (Financial) Power of Attorney
  • A Durable Power of Attorney for Healthcare
  • Strategic Valuations for Estate Planning Purposes
Whether you’re seeking to protect, preserve, and ensure long-term viability of your personal assets, transfer your wealth in a manner that avoids probate, or transition  personal assets to the next generation - APEX will analyze all relevant factors to ensure your objectives are met in the most tax efficient manner possible.    For business owners, estate planning is often interwoven with business succession planning. Business succession planning is often a complicated and delicate process.  APEX has diverse experience in optimizing the succession planning process to ensure your business and personal goals are achieved.