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Tax, Estate Planning & Wealth Management

Achieving business and personal goals with maximum tax efficiency

Tax

Carlsmith Ball advises businesses and individuals on the tax-efficient structuring of organizations and transactions, represents clients in tax controversies at all levels, and assists taxpayers seeking administrative rulings from federal and state tax authorities.

  • Business Structuring
  • Choice of Entity
  • Business Workouts and Separations
  • Real Estate Acquisitions, Development, and Dispositions
  • Conveyance Tax Planning
  • Hawaii General Excise and Use Taxes
  • Tax Incentives for High-Technology Businesses
  • Tax-Deferred Exchanges
  • International Tax Planning
  • Tax Audits, Appeals, and Litigation

Estate Planning

Carlsmith Ball's trust and estates attorneys understand the unique circumstances of our clients and provide a full range of estate planning services to meet their personal desires and needs. Our attorneys also have extensive experience in advising clients about the creation, management, and operation of charities and other tax-exempt organizations

  • Wills and Trusts
  • Business Succession
  • Advance Health Care Directives
  • Generation Skipping Tax
  • Probate and Trust Administration
  • Family Limited Partnerships
  • Conservatorships and Guardianships
  • Asset Protection
  • Charitable Giving
  • Trust Litigation
  • Public Charities and Private Foundations

Employee Benefits and Executive Compensation

The Firm maintains the largest group of attorneys in Hawaii practicing in the highly specialized area of pension law. Our attorneys provide counsel on employee benefit and executive compensation matters for closely held organizations, public corporations, government entities, and profit and nonprofit organizations.

  • Tax Qualified Retirement Plans--Profit Sharing, Pension, 401(k), Cash Balance, Cross‑Tested, Age‑Weighted, Davis-Bacon Plans
  • Benefit Plans for Governmental and Tax-Exempt Entities--403(b) and 457(b) Plans
  • ESOP Transactions
  • DOL and IRS Audits and Correction Programs
  • Plan Terminations
  • Plan Assets and Investments
  • Fiduciary Responsibilities and Prohibited Transactions
  • Qualified Domestic Relations Orders
  • Health and Welfare Benefit Plans--Medical, Disability, Long-Term Care, Educational, Dependent Care, Fringe Benefit, Cafeteria Plans
  • Post-Retirement Medical Plans
  • Taft-Hartley Plans
  • Employee Benefits in Mergers and Acquisitions
  • Stock Options, Phantom Stock, Restricted Stock
  • Incentive Bonus and Retention Plans
  • Non-qualified Deferred Compensation Plans
  • Rabbi Trusts and Other Funding Vehicles

The Carlsmith Difference

Our attorneys bring a sophisticated level of understanding in a complex and technical area of the law. We take into account the differences within federal, state, and local jurisdictions, as well as within the various geographic jurisdictions in the Pacific Rim. We strive for solutions that are practical and cost‑effective.