Tax & Advisory

Our proactive approach to changes in tax laws paves the road for your company to continue your smooth journey forward. We embrace a proactive tax partnership on both the federal and state level. Our job is to facilitate your financial goals and bottom-line growth trajectory by managing taxation concerns.

As a member of Europefides, a cooperative international organization of accounting firms, MN Blum ensures compliance with the many complex rules governing the US Taxation of Foreign Investors.

MN Blum also helps maximize personal plans with a long-term approach to estate and tax planning. Coupling personal and professional goals under one umbrella creates a broad scope view for targeted end game success.

Businesses and high net worth individuals call upon MN Blum for:

Income Tax Planning

MN Blum prioritizes tax planning to maximize tax benefits and minimize tax liabilities with long-term company objectives as the North Star. Tax planning is a key driver of strategic planning, which is why you want experts in the field to be your tax partner. Our years of experience and ability to navigate through complicated tax code changes keeps your company abreast of what’s ahead so you can take the best course of action with impeccable timing.

Estate & Business Succession Planning

The complexity of regulations and laws surrounding trusts and estates has grown exponentially. Having experienced advisors who can provide reliable guidance has become more important than ever. We’ll help you establish a strategy that targets your end goals with built-in flexibility to accommodate future changes in tax laws. The goal is to transfer the greatest amount of wealth with the least amount of taxation while staying within the scope of your wishes.

Passing along a business and transitioning to the next generation is complicated and greatly aided by third-party expertise, experience, and professional and personal distance. When families are involved in business succession, the inclusion of a disinterested agency such as MN Blum in the evaluation of all possibilities and ramifications ensures the continued success of your legacy for the next generation.

U.S. Taxation of Foreign Investors

US taxes on foreign investors has become an incredibly important and difficult area for mid-market companies to tackle. This complex field requires multiple forms and filings with significant penalties for missing deadlines and improper completion. Adding to that are the multiple tax treaties between the United States and other countries, each having substantially different terms. An outside firm with experts specializing in the complexities of foreign business is vital to structuring transactions to minimize taxation effects on all parties. Our multilingual team facilitates communication so all parties are comfortably on the same page and investors can confidently invest in your company.

Compliance & Preparation

Preparation and compliance with tax code is a strenuous effort and requires heavy lifting on the part of a tax professional as they consider the current year and the future years as part of a long-term plan. Avoiding tax penalties and paying accurate taxes in a timely manner are essential principles to smooth business operations and confidence in other financial decisions throughout the organization.