HoldCo Structure and Advisory Recommendations

searcher profile

February 15, 2021

by a searcher in Coconut Creek, FL, USA

Hi all,

I'm a Floridian searcher looking to set up a holding company through which to invest in a portfolio of small businesses down the road. I'm having trouble understanding the tax implications of different corporate structures (for the HoldCo level), and can't find any clear answers. Is there a way to defer or minimize taxes on dividends / distributions from OpCos to HoldCos using either an LLC or C Corp HoldCo.

I'm also looking for great legal and accounting advice for my search and was hoping to solicit some recommendations. Legal should probably be based here in Florida, but CPA's can be anywhere. Thanks all!

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Reply by an admin
from Stanford University in Honolulu, HI, USA
Tagging ^redacted

^redacted‌ - If you haven't done so already, please do submit a recommendation and rating on ^redacted‌'s profile page. ‌
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Reply by a searcher
from Georgetown University in 3525 Piedmont Rd NE, Atlanta, GA 30305, USA
Highly recommend Don Franty at Franty & Co.
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