Ask before acting
Tax treatment depends on facts and jurisdiction. A planning conversation should identify the activity, ownership, movement and intended operating pattern before conclusions are drawn.
Coordinate advisers
Tax, formation and banking decisions can affect each other. Keep the work connected so a change in one area is visible in the others.
Review as the business changes
A plan made at incorporation may not fit the company later. Set review points around material changes rather than assuming the first answer remains permanent.