Free Guide to Business Planning in New York

For more than 40 years, Pierro, Connor & Strauss, LLC, has provided New York business owners with strategic advice and strong advocacy in the areas of business planning, estates, asset protection and related legal matters.

In the 2026 edition of our annual NY Business Planning Guide, we build upon that tradition while providing cutting-edge insights into navigating today’s business and financial planning challenges.

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Expert Tips to Navigate Business Planning in New York

We created this Business Planning Guide to empower business owners with the knowledge they need to make confident, informed decisions at every stage of growth.

Drawing upon decades of experience advising clients across New York, our attorneys have distilled key insights into a practical resource covering everything from business formation and trust implementation to compliance, yearly maintenance and succession planning.

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What Our Clients Have to Say

After a devastating medical event, I would have lost everything that my husband and I had worked for our entire lives. With Frank Hemming’s and Aaron Connor’s knowledge and expertise, we are able to live without the worry of financial loss. I would highly recommend this firm for their help with protecting your assets.

Carole, Poestenkill

I recently had the pleasure of working with Tommaso Marasco to prepare some important paperwork. He was exceptionally thorough, professional, and efficient. Tommaso took the time to explain the details and ensured all documents were accurate and complete. I highly recommend him for any legal needs.

Frank, NYC

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What Can Our Guide Do for You?

They say good advice is worth its weight in gold—and when it comes to your business, the right information at the right time can make all the difference.

Reading this NY business planning guide can help you:

Approach key business decisions with greater clarity and confidence.
Spot potential legal gaps early to help avoid unnecessary expenses and complications.
Create internal systems that align with long-term compliance and growth.
Strengthen your understanding of how legal planning supports business resilience.
Ask the right questions when consulting with legal or financial advisors.

We believe that when you understand the legal landscape, you’re better equipped to protect what you’ve built and plan strategically for the future.

Whether you’re launching a new venture or fine-tuning an established operation, our legal team can provide you with a wide range of resources designed to support your success at every stage.

One such resource, our innovative Corporate Counsel Program, is designed to provide prompt and reliable guidance at a fraction of the cost of maintaining an in-house legal team.

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A Look Inside the Guide

Inside the Business Planning Guide, you will find on-point and actionable advice written by New York business planning lawyers with decades of experience. Topics include:

Business formations: Learn the pros and cons of LLCs, S-corporations, sole proprietorships and other business entities to choose the right structure for your goals.
Implementing trusts: Discover how to use trusts to protect assets, minimize taxes and ensure smooth business continuity.
Understanding reporting requirements: Stay compliant with state and federal regulations through clear guidance on filings and disclosures.
Yearly maintenance: Keep your business in good standing with practical checklists for annual updates, renewals and governance.
Business succession planning: Prepare for the future with advice from an experienced New York business planning lawyer, implementing strategies that safeguard your business and support a seamless transition.
Establishing a family camp: Holding a family camp in a trust or LLC can help preserve it across generations, avoid probate and reduce liability risks. Trusts support estate planning goals, while LLCs offer flexible management and protect personal assets. These estate planning tools are especially useful when multiple family members share ownership or the camp is rented out.

Consider it the playbook for building a business that lasts. Whether you’re a first-time entrepreneur or managing a long-standing company, we aim to give you the clarity and tools to make smart, forward-thinking decisions. With the right planning in place, you can focus on growing your business, confident that your legal foundation is strong and secure.

Build and Grow With Trusted Advice from New York Business Planning Lawyers

This year’s Guide was created to give you a strong starting point, and we hope it proves to be a helpful and practical resource as you plan for your business’s future. If you have questions or need tailored legal advice on any of the topics covered, we invite you to contact our team.

We’re here to provide the experienced counsel and dedicated advocacy that has made us a trusted source of business law guidance for clients in NYC, Albany and throughout New York.

Download the Guide

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Estate Planning for Entrepreneurs and Business Owners

Success in business requires planning, commitment, and a strategic approach. Many new businesses take at least two or three years to turn a profit and twice as long to truly hit their stride. If you’ve created a business, you know that success doesn’t happen overnight. But do you know what will happen to your business if something unexpected impacts you or when you decide to step away?

Buying and Selling a Business: Are You Ready?

By: Theresa M. Skaine, Esq. Corporate Planning to Acquire, Merge Businesses, or Close Out As a business owner and corporate law planner, I've witnessed the excitement and potential pitfalls involved in buying or selling a business. Whether you're looking to expand your portfolio through acquisition or considering selling your hard-earned venture, there are important legal aspects to consider before diving in. Proper legal planning can make all the difference in ensuring a smooth transaction and protecting your interests.

Four business colleagues stand talking in a meeting room

Business Planning

PCS Advisory: New Federal Corporate Reporting Requirements – Now in Effect

The Business Planning team at Pierro, Connor & Strauss would like to inform you about the recent enactment of the Corporate Transparency Act (CTA) and its implications for business entities. The CTA, which went into effect on January 1, 2024, is a significant development aimed at enhancing corporate transparency and preventing illicit financial activities.

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Business Planning, Estate Planning, Planning, Tax Planning

Why Small Business Owners Need an Estate Plan

Running a small business can keep you busy, but it should not keep you from creating an estate plan. Having a valid, legally enforceable and well thought out plan in place is important for everyone to make a priority, especially small business owners. Not having a plan in place can cause problems for your business and your family after you are gone.

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2026 New York Business Planning Guide

Download Our Business Planning Guide

Expert Tips to Navigate Business Planning in New York

What Our Clients Have to Say

What Can Our Guide Do for You?

A Look Inside the Guide

Build and Grow With Trusted Advice from New York Business Planning Lawyers

Estate Planning for Entrepreneurs and Business Owners

Buying and Selling a Business: Are You Ready?

PCS Advisory: New Federal Corporate Reporting Requirements – Now in Effect

Why Small Business Owners Need an Estate Plan

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