Robert E. Bollengier Law Offices advises clients on issues involving business planning. Client consults would include discussion on organizational aspects of new or existing business, succession planning between family or non-family members, organizational restructuring, refinances and debt workouts, and business dissolutions.
Engaging clients in discussions relating to corporations ( Sub Chapter C / Sub Chapter S) involves an understanding of tax and accounting issues. Robert E. Bollengier’s work experience and background, both as a licensed practicing attorney and a licensed Certified Public Accountant, allows him to speak with clients on issues involving minimization of taxes, maximizing client wealth.
The formation of the LLC resulted in reduced applications and use for Partnerships. Clients concerned with issues concerning limited liability will oftentimes not want to conduct business operations under the guise of the partnership, although family partnerships and family real estate trusts continue to proliferate. Robert E. Bollengier Law Offices is able to advise clients in these difficult areas.
First and foremost when talking about personal tax matters, we are concerned with the preparation and filing of clients / taxpayers U.S. Individual Income Tax Return(s) and Rhode Island Individual Income Tax Returns. In addition to working with clients
to prepare these tax returns, all current year income tax returns are prepared using computerized tax reparation programs. Robert E. Bollengier Law Offices is equipped to assist the client with the preparation of any state income tax return which the client is required to file. Currently, based through the 2008 calendar year / tax filings, Robert E. Bollengier Law Offices has prepared state income tax returns for clients for the following states:
Our office has the resources to add to this list for clients who may have business interests and / or contact with other states that are not listed.
There are complex rules in the area of wills, estates, and trusts. Clients with medium to large estates need to focus on the tax consequences of death and the difference
between the federal and state ( Rhode Island / Massachusetts / Connecticut estate tax rules ). Proper planning requires the estate planner to look at the marital deduction,
gift taxes, credit for state estate taxes, and charitable contributions. Typically the client will be concerned about passing through to estate beneficiaries the largest portion of the estate possible. Coupled with discussion on these points, Robert E. Bollengier will look at whether outright bequests are best advised for the client as opposed to consideration of using trusts for family members, such as the marital deduction trust coupled with the family trust. Clients are also advised on the use of Living Trusts vs. Testamentary Trusts.
