Effective tax planning is proactive, especially for Boulder founders, executives, and families with concentrated equity and rapid asset appreciation. The right strategy minimizes federal income, estate, and gift taxes and takes full advantage of Colorado's flat 4.4% income tax — while preserving wealth and supporting research, philanthropic, and family objectives. With the federal estate tax exemption now permanent at the higher level set by recent legislation but Boulder valuations climbing across both startup equity and real estate, planning has rarely been more important.
Relevant Law develops integrated tax strategies for Boulder families and business owners. Your tax planning lawyer coordinates with your CPA and financial advisor on tools including qualified small business stock (Section 1202) planning, irrevocable life insurance trusts, grantor retained annuity trusts, charitable remainder trusts, qualified personal residence trusts, generation-skipping trusts, family LLCs and partnerships for closely-held holdings, and entity structures designed to optimize Colorado and federal income tax outcomes.
Tax law changes frequently. The team monitors federal and Colorado developments and reviews plans on a regular cadence so your structure stays efficient. Call (719) 960-4396 to start a conversation.
Relevant Law — Boulder
1311 Interquest Parkway, Ste 110, Colorado Springs, CO 80921
Phone: (719) 960-4396