In today’s ever-changing income tax law environment, you need to understand laws and regulations that impact how much tax you pay. It’s important for you to work with a trusted advisor that provides strategic planning to help you pay only what you owe and preserve more of your wealth in any tax policy scenario.

We work with individuals and families as well as business owners and executives, offering personalized tax solutions to fit your unique circumstances. We provide a detailed assessment of your current taxes, your income streams, and the changing tax laws and economic factors that impact your tax scenario.

Some of the more common tax advisory solutions we offer are:

a. Compensation solutions and Section 280G (parachute payment) analysis

b. Section 382 (NOL) limitation calculations and optimization

c. Choice of entity and entity conversions

d. K-1 allocation schedule preparation

e. State tax nexus studies

f. Fixed asset management and depreciation method optimization

g. Mergers & Acquisitions

h. Tax due diligence and structuring

i. Individual income tax planning and projections

j. Estate planning

k. Tax audit representation

l. Research and development credits

m. Tax accounting method review