Our advisors and accountants develop deep relationships with clients. We take an entrepreneurial approach to solving their problems. This is why many clients have grown up with our firm. They see us as a trusted advisor who provides a sounding board, creative engine and path-clearer to their goals.
Search our listing of directors, associate directors and senior managers here.
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Areas of Focus
- Alternative dispute resolution, mediation and arbitration
- Financial and tax planning for entrepreneurs and executives
- Fiduciary services for businesses, individuals and trusts
- International tax planning for businesses and individuals
- Mergers and acquisitions
- Strategic planning for closely held businesses
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Employee Photo -
Areas of Focus
- Business planning
- Business valuation
- Damage and loss quantification
- Expert witness and court-appointed accountant (federal and state courts)
- Forensic accounting
- Forensic investigations
- Fraud claims
- Generally accepted accounting principles and auditing standards
- Litigation support
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Employee PhotoRichard A. Pollack, CPA, ABV, CFF, PFS, ASA, CBA, CFE, CAMS, CIRA, CVA, CGMA -
Areas of Focus
- Large household offices of US and foreign families
- International and domestic private client services
- Business consulting and strategy
- Fiduciary activities, including serving as trustee, executor and protector
- Real estate development, purchases and capital acquisition
- Foreign trusts
- Wealth transfer and asset protection
- International company expansion and cross-border issues
- US investments for non-residents
- Pre-immigration tax planning
- Mergers and acquisitions
- Succession planning and exit strategies for businesses
- Estate and financial planning
- Tax controversies and disputes
- Tax treaty optimization
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Employee Photo -
Areas of Focus
- Agreed upon procedures
- Audit and accounting services
- Audit procedure development
- Business consulting
- Due diligence
- Internal control reviews
- Performance reviews
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Employee Photo -
Areas of Focus
- Audit and accounting services
- Audits of information prepared under International financial reporting standards (IFRS)
- Business consulting
- Due diligence
- Expert witness testimony
- Foreign Corrupt Practices Act (FCPA) compliance
- Forensic investigations
- Internal audit services
- Internal control reviews
- Initial public offerings of securities
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Employee Photo -
Areas of Focus
- Domestic income tax planning
- Partnerships and pass-through entities
- Business consulting
- Cloud-based accounting systems and technology
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Employee Photo -
Areas of Focus
- Bankruptcy and receiverships
- Business planning
- Business valuation
- Commercial disputes
- Due diligence for mergers and acquisitions
- Employment litigation
- Expert witness and court-appointed witness (federal and state courts)
- Forensic accounting
- Forensic investigations
- Intellectual property disputes
- Litigation support
- Lost profit and damage analysis
- Product liability claims
- Self-dealing and insider trading
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Employee Photo -
Areas of Focus
- Corporate tax planning and compliance
- Cost segregation studies
- Debt restructuring and workouts
- Due diligence and transaction support
- International tax
- Joint ventures and partnership formation
- Mergers and acquisitions
- Tax controversies and IRS representation
- Tax provisions
- Transfers of ownership and succession planning
- Real estate taxation
- Retirement and compensation planning
- State and local tax
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Employee Photo -
Areas of Focus
- Tax planning and compliance
- Tax issues related to forming, operating and disposing of partnerships, limited liability companies and corporations
- Acquisitions
- Joint venture agreements
- Debt restructuring and workouts
- Like-kind exchanges
- Business consulting
- Succession planning
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Employee Photo -
Areas of Focus
- Foreign trusts
- Gift and estate tax compliance
- International private clients
- International wealth planning
- Investments in US property and assets
- IRS disclosure programs
- IRS international tax controversy issues
- Pre-immigration planning
- Transaction structuring
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Employee Photo -
Areas of Focus
- Acquisitions and dispositions
- Debt allocation and planning
- Debt workouts
- Estate planning
- Investment review and analysis
- Joint ventures
- Real estate investment funds
- State and federal tax compliance
- Structuring agreements
- Tax compliance and strategies
- Tax-free exchanges
- Transaction structuring
- Trustee services for clients
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Employee Photo -
Areas of Focus
- Bankruptcy, insolvency and receivership matters
- Business planning and consulting
- Commercial disputes
- Due diligence for mergers and acquisitions
- Economic damage analysis
- Expert witness testimony (federal and state courts)
- Fraud and forensic accounting investigations
- Fraudulent conveyances and preference analysis
- Lost profit analysis
- Ponzi schemes
- Post-merger and acquisition disputes
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Employee Photo -
Areas of Focus
- Acquisition/disposition due diligence
- Business consulting
- Corporate taxation
- International taxation (inbound and outbound)
- Opportunity Zone investors, landholders and developers
- Partnership / LLC taxation
- Real estate deal structuring and joint ventures
- Real estate investment trusts taxation
- Tax planning and compliance
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Employee Photo -
Areas of Focus
- Family home office accounting and advisory services for U.S. and foreign families
- FATCA reporting matters
- Federal and state tax compliance
- Foreign and domestic trusts
- Income and estate tax planning
- Investments in U.S. by non-resident aliens
- IRS controversies
- Partnerships
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Employee Photo -
Areas of Focus
- Bankruptcy and reorganizations
- Breach of contract
- Business valuation
- Economic damage assessment in complex commercial disputes
- Expert witness testimony (federal and state courts)
- Financial statement fraud and restatements
- Fraud, embezzlement, misappropriation of assets, and self-dealing
- Intellectual property
- Mergers and acquisition due diligence
- Post mergers and acquisition disputes
- Quantification of complex business interruption insurance claims
- Securities litigation
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Employee Photo