SECTION 86 ROLLOVERS 

At Jahanshahi Law Firm, we facilitate Section 86 rollovers, providing a pathway for shareholders to exchange shares in a manner that is both tax-advantageous and strategically advantageous. Whether you are conducting a Section 86 rollover as part of estate planning procedures or corporate reorganizations, we are here to assist you every step of the way.

What is a Section 86 Rollover?

Section 86 rollovers pertain to the exchange of shares within a corporation. They allow shareholders to transition between different classes of shares without immediate tax consequences, under certain conditions. This process is essential for corporate actions like estate freezes, capital reorganizations, or aligning shareholder interests with evolving corporate goals.

The Process in a Section 86 Rollover

Our approach to a Section 86 rollover involves:

Assessment and Strategy: We begin with a comprehensive assessment of your holdings and objectives, followed by the development of a strategy tailored specifically for your situation.

Regulatory Compliance: Our team ensures that all exchanges comply with the relevant legal and tax regulations, providing peace of mind and safeguarding your interests.

Documentation and Execution: From drafting the necessary legal documents to executing the rollover, we handle every step with precision and attention to detail.

Ongoing Engagement: Beyond the transaction, Jahanshahi Law Firm remains engaged, providing you with strategic advice to leverage your new share configuration for future growth and success.

Why Choose Jahanshahi Law Firm?

Expertise and Experience: With a wealth of specialized experience in business, real estate, and estate law, our firm is uniquely equipped to handle complex Section 85 rollovers.

Personalized Service: We understand that each client’s situation is unique. Our approach is always tailored to meet your specific needs and objectives.

Coordination with Accountant(s): We can work directly with your accountant, so you do not need to act as the liaison between the two professional services. We ensure that your Section 86 Rollover is conducted in a manner that is satisfactory to your accounting professional.

Comprehensive Support: From initial consultation to post-transaction follow-up, we ensure that every aspect of your rollover is handled with utmost care and professionalism.

Commitment to Client Success: At Jahanshahi Law Firm, your success is our priority. We are dedicated to providing solutions that not only meet your current needs but also support your future business aspirations.

Get Started

To explore how a Section 86 rollover can benefit your corporate structure and shareholder strategy, connect with us. Jahanshahi Law Firm is ready to guide you through each step of this process.

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