Structure Planning

We review your business structure to uncover tax-saving opportunities, including leveraging unprofitable affiliates, utilizing combined reporting strategies, and selecting the optimal entities based on your jurisdiction. Our goal is to help you create a structure that maximizes tax efficiencies while meeting your business objectives.

Nexus Planning

Through nexus reviews, we identify ways to reduce your multi-state tax exposure. By examining the interrelationships of state tax laws across different jurisdictions, we help minimize your liability to sales and use taxes. A detailed review of your business operations allows us to identify potential tax risks and take proactive steps to minimize contact with taxing jurisdictions.

Transactional Planning

State and local taxes, such as sales/use taxes and real estate transfer taxes, are often overlooked in transaction planning. These taxes can be significant, particularly in tax-free reorganizations. We assist clients by reviewing proposed acquisitions, divestitures, and business restructuring to identify ways to reduce state and local tax implications while preserving federal tax consequences.

Sales Tax Planning

We advise on sales tax matters, including taxable nexus, the proper classification of goods and services, entitlement to exemptions, and the application of sales tax in restructuring transactions. With experience in specialty leasing and large capital acquisitions, such as aircraft and barges, we ensure your transactions comply with all tax requirements. Additionally, we offer refund reviews (reverse audits) to identify potential tax refunds through a detailed examination of accounting records and purchasing transactions.

Tax Credits & Incentives

States offer attractive tax credit packages to businesses looking to expand or relocate. ZR Associates helps companies take advantage of these opportunities, particularly when considering new operations, creating new divisions, or engaging in mergers, acquisitions, or multi-state activities. Timing is crucial, and we ensure that tax credits are negotiated before public announcements are made.

Our comprehensive credit studies not only identify tax credit opportunities but also reveal potential savings and refund options that may have been overlooked. In some cases, we conduct low-impact reviews that lead to the discovery of refundable income tax credits, ensuring your company benefits from available incentives.

At ZR Associates, we work with you to develop a customized tax strategy that maximizes your financial opportunities and ensures long-term success.

Our Approach

We secure the most beneficial incentives package for you through a comprehensive credit study. Our credit studies often also reveal other potential savings and refund opportunities. We can also conduct a low-impact review that frequently results in the identification of refundable income tax credits available to you.