Tax Planning and Compliance Services

Our in-depth understanding of local, state, national, and international tax laws and codes makes us an asset to businesses of all sizes. We are able to plot appropriate tax strategies for your business that will allow you to manage more efficiently. We are also experts at issues faced by C-corporations and the complexities of the interrelationships with taxation.

Individual, Family, and Fiduciary Tax:

  • Family Trusts and Beneficiaries
  • Investors and Investments
  • Retirement Plan Assets
  • Capital Gains Transactions
  • Estates and Estate Trusts
  • College Funding Assets
  • Multi-Generational Asset Transfers and Gift Taxes
  • Legacy Planning and Estate Taxes
  • Charitable Trusts
  • Private Business and Shareholders
  • Employee Benefits
  • Expatriates and Foreign Nationals
  • Private Foundations
  • Executives and Equity-Based Compensation Plans
  • Multi-State Taxation

Tax Compliance Strategies:

  • U.S., International, State, and Local Compliance Strategies
  • Sales Tax Compliance and Nexus Planning
  • M&A and Capital Transaction Configuration and Scenario Analysis
  • R&D Activity and Credit Optimization
  • NOL Preservation

Technical Accounting Support:

  • ASC 740 Tax Provisions (formerly FAS 109)
  • ASC 740-10 Position Studies and Accounting (formerly FIN 48)

Pass-Through Entities Tax:

  • Choice of Entity Decisions and Conversions
  • Formation, Termination, and Structuring
  • Mergers, Acquisitions, and Divisions
  • Partner and Shareholder Compensation
  • Allocation of Partnership Income
  • S-Corporation Qualification and Election
  • Mitigation of Inadvertent S-Election Terminations and Late or Invalid Elections
  • Entity-Level Taxes
  • Multi-State Taxation

International Tax:

  • Entity Selection and Structuring
  • Tax on Foreign Sales
  • Foreign Losses
  • Foreign Tax Credits
  • Compliance and Reporting