We provide companies, shareholders, trustees, families, and attorneys with an array of advisory services. Our team strives to help our clients review their strategic options for short- and long-term goals. With our experience in capital markets and mergers and acquisitions we bring a unique perspective to complex problems.
Projection and planning
Diligence support
M&A support
Asc740/utp support
Credits and incentives
Opportunity zone consulting
Tax efficient structuring
Family wealth planning
Cost segregation and accounting methods
Strategic planning and diligence
Organization structuring
Buy and sell strategy consulting
Private equity deals
Credits and incentives
Succession planning
Transfer pricing
Corporate 1120 & 1120s
Partnership and multimember LLCs 1065
Individual 1040
Trusts and estates
State and local
International
Private foundations
Jurisdiction compliance
State tax credits
Nexus review
Registration compliance
Entry and exit compliance
Defense file preparation
Strategic risk assessment/mock audits
ASC 740/UTP reporting review
Private letter rulings
Pre-filing agreements
Closing agreements
Industry issue resolutions
Participation in compliance assurance process(cap)
Defense file preparation
Strategic risk assessment/mock audits
ASC 740/UTP reporting review
Private letter rulings
Pre-filing agreements
Closing agreements
Industry issue resolutions
Participation in compliance assurance process(cap)
Defense file preparation
Strategic risk assessment/mock audits
ASC 740/UTP reporting review
Private letter rulings
Pre-filing agreements
Closing agreements
Industry issue resolutions
Participation in compliance assurance process(cap)
