Financial Strategies

BUSINESS TAX

• • • •   Income tax preparation, consulting, and planning for pass-through and corporate entities

      •  Retirement planning for individuals

      • Succession planning for closely-held businesses

      • Mergers and acquisitions consulting and planning, including buy/sell side due diligence and transaction structuring

      •  International tax compliance, planning and consulting, including implementation of an IC-DISC, structuring foreign investments, and reporting of foreign financial accounts

      • Not-for-profit tax compliance, consulting, and planning

      • Payroll tax preparation and consulting – planning related to excessive compensation

      • Sales and use tax preparation, consulting, and planning

      • Tangible property tax preparation, consulting and planning

      • Fixed asset and depreciation management and tracking

      • Cost segregation studies

      • Research and development tax credit

      • Consulting related to selection and implementation of state and local economic  incentives

      • Employee benefit plan administration, compliance, and annual reporting, including ERISA reporting and disclosures

Individuals

• • • • ·        Individual tax preparation, consulting, and planning

      • ·        Estate tax planning

      • ·        Retirement planning for individuals

      • ·        Representation before the IRS or other tax authorities during audits, examinations, or notices

      • ·        Tangible property tax preparation, consulting and planning

      • ·        Fixed asset and depreciation management and tracking

      • ·        Personal financial planning