LibraryScenariosWhen business partners clash over tax strategy philosophy
Scenario

When business partners clash over tax strategy philosophy

My business partner and I are facing a major tax decision about how to structure our company and we each want to optimize for different things - they want maximum tax efficiency and I want simplicity and transparency - and we're realizing we never talked about our fundamental approaches to risk and compliance.

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More people experience this than they realize.

What we've seen

Partners discover their risk tolerance and ethical frameworks around tax planning are incompatible when forced to make consequential structural decisions.

Ideas that help explain it
Worth thinking about

“Where Are You with Taxes — philosophy and navigation?”

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