Holdco formation : looking for connections Legal , CPA for Tax Optimization

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January 19, 2025

by a searcher in Kansas, USA

Hi ,
i am doing a healthcare practices roll up of US based medical practices , I was hoping to connnect with Legal or CPAs who have experince with formation of holdco structures for tax optimization at exit.
I was exploring BVI as an off shore entity for Holdco ?
Also what is the advantage of a holdco company being a insurance company.

Look forward to connections and Advise.
please reach out to me at redacted Ph:###-###-####

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Reply by a searcher
from University of Pennsylvania in San Francisco, CA, USA
^redacted‌ we use redacted for all our holding companies' accounts/books needs and have been very happy- please let me know if you need an intro or feel free to reach out to her directly
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Reply by a searcher
from Harvard University in McLean, VA, USA
Hi – I recommend using this platform's directory to connect with CPAs, EAs, and attorneys to find the best fit for your needs.
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