It is collaborative.  Because Strategic Tax Planning examines several components concurrently, a team comprised of professionals with extensive education and experience  are engaged to examine a business owners’ position.  Based on area of expertise, each member conducts independent research in his/her area of expertise to outline recommendations to consider for the particular client.   This team then assembles to discuss recommendations in each area.    Because of the interrelation between the business owner and the business, and because of the relationships between different taxes, legal structure, industry, ownership, and employee census, some recommendations will overlap and decisions must be made jointly among the team as to what is optimal for the business owner.  The result of the collaborative effort of all the professionals is a synergistic plan which has considered all aspects of the business owner, including the business, retirement, estate planning wishes, succession wishes, and asset protection.