Maximize Your Tax Savings with Expert PTET (Pass-Through Entity Tax) Planning

Leverage state-specific PTET strategies to reduce your tax burden while remaining compliant with evolving tax laws.

Optimize Your Tax Strategy with PTET Planning

Since the TCJA’s $10,000 SALT deduction limit, many business owners are missing out on significant tax savings. Our specialized Pass-Through Entity Tax (PTET) planning helps partners, shareholders, and members of S-corps, LLCs, and partnerships legally bypass the SALT cap while maximizing state tax benefits.

Key Benefits of Our PTET Services:

Reduce your overall state tax liability
Bypass the $10,000 SALT deduction limitation
Maintain full compliance with state-specific PTET rules
Optimize tax positions for all entity members
Strategic planning for multi-state entities

State-Specific PTET Solutions Section

Tailored PTET Strategies for [Your State] Businesses

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California’s elective PTET program allows qualifying entities to pay state taxes at the entity level, creating valuable deductions for owners. Our experts stay current with California FTB guidelines to ensure you maximize every available benefit while avoiding common pitfalls.

We provide comprehensive PTET services for:

How It Works Section

Our Proven PTET Planning Process

Eligibility Assessment We analyze your entity structure and state requirements
State-Specific Analysis Review of your state's PTET election rules and deadlines
Tax Impact ProjectionDetailed savings analysis for all entity owners
Implementation Strategy Step-by-step guidance for making the PTET election
Ongoing Review Annual review to adapt to changing tax laws

Get in Touch

WHY CHOOSE US

Why Choose Us for PTET Planning?

Strategies Matched to Your Business Structure

From professional corporations in Beverly Hills to LLCs in Burbank, we build PTET plans around your entity type and ownership structure to capture every available deduction and credit.

Planning That Anticipates Tax Law Changes

California tax rules are always shifting. We keep your business ahead of the curve with timely updates and proactive adjustments to your PTET election strategy each year.

Holistic Approach to Tax and Compliance

PTET is just one piece of your broader tax picture. We make sure it works in sync with your federal strategy, estimated payments, and California state compliance needs.

Frequently Asked Questions

PTET Credit & Deduction Planning FAQs

What is Pass-Through Entity Tax (PTET)?

PTET allows qualifying business entities to pay state income tax at the entity level, creating a federal tax deduction while providing tax credits to owners.

Which states offer PTET elections?

Over 30 states now offer PTET options, each with different rules, rates, and deadlines. We stay current with all state-specific requirements.

How much can PTET planning save my business?

Savings vary by state and entity structure, but many clients save thousands in federal taxes while maintaining their state tax benefits.

When should we make PTET elections?

Many states require annual elections, often early in the tax year. Late elections may limit benefits, so proactive planning is essential.

Ready to Explore PTET Savings for Your Business?

Schedule Your Free Consultation today to discover how PTET planning can reduce your tax burden while keeping you fully compliant with state regulations.

(818) 635-5105