We truly understand the intricacies of tax laws as they pertain to mergers and acquisitions, and we have advised many Oklahoma businesses through all types and sizes of mergers, acquisitions, dispositions and other transactions involving the purchase and sale of businesses, as well as financing.
Business Formation
Business Transactions
If you are selling a business or buying a company's stock or assets, complicated issues can arise in valuing inventory or dealing with intellectual property matters. At Craig Carter & Associates, our experienced business transactions attorneys can guide you through the merger and acquisition process. We will advise you on the best way to structure the deal and help you assess the tax, business and legal implications of each alternative.
Limited Liability Companies
Our goal is to simplify the start-up and development phases so you can focus more of your attention on growing your business. Many existing business owners come to us with previously formed corporations or Limited Liability Companies (LLC), but are not taking advantage of the "built in" tax benefits. Effective tax planning and coordination often puts money into your pocket.
Our goal is to understand the needs of every client by addressing industry-specific busness challenges, compliance needs, and standard tax practices. We also help you reach your personal financial goals with trust and estate planning, asset protection, succession planning, and more.
Wills
Probate is a court process that involves transferring property and assets, paying the debts of the estate, and notifying beneficiaries. Probate court is also the forum through which will contests, trust contests, or fiduciary challenges regarding the estate are settled. If you have been named executor of an estate, we can help you navigate this process and get the matter resolved in timely and efficient manner. We also represent clients involved in probate litigation.
Trusts
At Craig Carter & Associates, we prepare wills and trusts as part of our comprehensive estate planning services. At our law firm, we believe that the first step in developing an estate plan is listening. As our client, you can rest easy knowing that we will listen to your goals for the future of your property and your family, and work with you to develop a plan that will be based on your needs and wishes. We have the experience to draft complex and simple trusts, wills, living wills, and health care directives for individuals at every asset level. We'll help you understand the consequences of choosing one type of estate planning document over another.
Craig Carter & Associates is an Oklahoma CPA and law firm that was founded in 1997 to provide accounting, tax, legal and business advisory services to corporations, small businesses, and individuals. We deliver quality service by staying abreast of accounting and tax law changes and by taking a proactive interest in the smooth financial management of your business.