Accounting for Holding and Investment Companies

Careful Attention to Corporate Structure

Manage investments, reduce complexity.

Holding and investment companies can play an important role in business ownership, asset management, and long-term financial planning. They also require careful attention to corporate records, investment income, and tax compliance.

PLANNING FOR CHANGES IN OWNERSHIP

Coordinated advice before major transactions

  • Transferring Assets
  • Paying Significant Dividends
  • Adding or Removing Shareholders
  • Winding Up a Corporation

Intercompany and Shareholder Transactions

Holding company structures often include transactions between related corporations or between the company and its shareholders. Clear documentation reduces uncertainty at year-end.

Holding Company Accounting Services

Taxevo CPAs provides accounting and tax services for holding companies, investment corporations, and related corporate structures.