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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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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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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Areas of Focus
- Business tax consulting and compliance
- Pass-through entities
- Joint venture structures
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Areas of Focus
- Agreed upon procedures
- Advisory services
- Audit and accounting services
- Audit procedure development
- Business consulting
- Due diligence
- Internal control reviews
- Performance reviews
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Areas of Focus
- Advisory services
- 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
- SEC and PCAOB audits
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Areas of Focus
- Business consulting
- CARES Act compliance
- Cost segregation implementation
- Like-kind exchanges
- State and local tax compliance
- Tax issues related to forming, operating and disposing of interests in partnerships and limited liability companies
- Tax planning and compliance
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Areas of Focus
- Accounting services
- Audit and attest services
- Business consulting
- Due diligence
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Areas of Focus
- Corporate tax planning and compliance
- Due diligence and tax compliance for complex partnerships, pass-through structures and joint ventures
- International tax consulting
- Mergers and acquisitions
- Tax-free exchanges
- Transfers of ownership
- U.S. income-tax planning for domestic businesses and high-net-worth families
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Areas of Focus
- Income and estate planning
- Income tax planning and compliance
- Trust compliance and planning
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Areas of Focus
- Cross-border transactions
- FIRPTA and tax withholding
- Foreign tax credits
- GILTI and Subpart F
- Inbound and outbound international tax planning
- International M&A, reorganizations and transaction structuring
- Investments in U.S. property and assets
- Partnerships and flow-through structures
- Permanent establishment analysis
- Pre-immigration planning
- Tax attribute management
- Treaty-based returns
- U.S. international tax compliance
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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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Areas of Focus
- Audit support
- Business continuity
- Cloud-based systems and computing
- Compliance readiness
- Disaster recovery
- Information security and cybersecurity program development
- Risk management
- SOC for cybersecurity
- Systems management
- Virtualization
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Areas of Focus
- Agreed-upon procedures
- Employee benefits plans audit
- Financial statement preparation
- SEC and PCAOB audits
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Areas of Focus
- Accounting methods and change
- C Corps and S Corps
- CFO consulting
- Estate and wealth planning
- Equity compensation
- Foreign trusts
- International and US domicile issues
- International tax structuring
- Mergers and acquisitions
- Succession planning and business planning
- Tax credits and deductions
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Areas of Focus
- Asset management and protection
- Family offices
- Governance
- Real estate
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Areas of Focus
- Corporate restructuring
- High-net-worth tax issues
- International tax consulting and compliance
- Mergers and acquisitions
- State taxation and disputes
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Areas of Focus
- Closely held companies
- Complex inbound and outbound corporate and trust structures
- Compliance, including FATCA and CRS
- Cross-border transactions
- Domestic and international M&A
- FIRPTA planning for foreign investment in US real estate
- International high-net-worth families
- Investments and wealth management
- Pre-immigration tax planning for multinational families
- Trust and estate planning
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Areas of Focus
- Financial statement audits and reviews
- Audit procedure development
- Internal control reviews
- Business consulting
- Due diligence
- Agreed upon procedures
- Compliance audits
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Areas of Focus
- Corporate tax planning and compliance
- Debt restructuring and workouts
- Due diligence and transaction support
- Joint ventures and partnership formation
- Mergers and acquisitions
- Partnership/LLC taxation
- Real estate deal structuring
- Real estate taxation
- Retirement and compensation planning
- Tax controversies and IRS representation
- Tax credits
- Transfers of ownership and succession planning
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Areas of Focus
- Tax planning and compliance
- Tax-exempt strategies
- Corporate structuring
- Affordable Care Act (ACA) compliance
- Cross-border transactions
- Inbound and outbound transactions
- Mergers and acquisitions
- Business consulting
- IRS examination representation
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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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Areas of Focus
- Business consulting
- Business and financial planning
- Business process development
- Budgeting and cash flow management
- Entrepreneur management
- ERP architecture, IT conversion and integration
- Insurance and sales and use tax
- Operational policies and procedures
- System design and execution
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Areas of Focus
- Business architecture and process improvement
- Data analytics and artificial intelligence
- Digital transformation
- Mergers and acquisitions integration (teams, systems and processes)
- Project and program management
- Strategy and technology consulting
- Supply chain and operations management
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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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Areas of Focus
- Financial due diligence
- Financial restructuring
- Internal control reviews
- M&A sell-side and buy-side advisory
- Quality of earnings and net working capital
- Sale and purchase agreement support
- Securitizations
- Transaction readiness and exit planning
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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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Areas of Focus
- Anti-money laundering investigations and compliance
- Bankruptcy and insolvency
- Compliance with corporate ethics policies
- Embezzlement investigations
- Foreign Corrupt Practices Act (FCPA) violations
- Forensic accounting investigations
- Fraudulent conveyances
- Government misappropriations
- Improper financial reporting
- Lost-profit analysis and quantification
- Payments to fictitious vendors
- Ponzi schemes
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Areas of Focus
- Acquisitions and dispositions
- Business consulting
- Cost segregation studies
- Federal and multi-state partnerships
- Like-kind exchanges
- Partnership / LLC taxation
- Private equity funds
- Real estate tax structuring
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Areas of Focus
- Audit and accounting services
- Due diligence for mergers and acquisitions
- Employee benefit plan audits
- Internal audit services
- Internal control reviews
- International Financial Reporting Standards (IFRS) engagements
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Areas of Focus
- Agreed upon procedures
- Audit and attest services
- Audits of entities reporting under income tax basis
- Business consulting
- Due diligence related to mergers and acquisitions
- Internal control reporting
- IFRS
- Financial statement preparation
- U.S. GAAP
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Areas of Focus
- Estate plans and wills
- Foreign trusts
- Gift and estate plans
- Guardianship accounting
- Tax compliance
- Trust accounting, estate accounting
- Wealth transfer
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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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Areas of Focus
- Accounting and consulting
- Agreed upon procedures
- Audit services
- Business consulting
- Compilation services
- Financial statement reviews
- Internal control reviews
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Areas of Focus
- Audit services
- Compilations
- GAAP accounting and financial reporting
- Family office accounting
- Internal controls
- Reviews
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Areas of Focus
- Bankruptcy advice and compliance
- Choice of entity consultation
- Corporate and partnership transaction review and consultation
- Domestic and cross-border M&A and financial transaction structuring and due diligence
- Feasibility studies for acquisitions and divestitures of businesses
- Litigation support and expert witness services relating to tax matters
- Real estate transaction planning
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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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Areas of Focus
- Business and individual tax consulting and compliance
- Domestic trusts
- Estate and wealth management planning
- Family home office accounting and advisory services for U.S. families
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Areas of Focus
- Complex accounting matters
- Financial audits, reviews and compilations
- Implementation of revenue recognition and lease accounting standards (ASC 842)
- Internal and audit controls
- IPO readiness
- SEC and PCAOB audits
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Areas of Focus
- Acquisitions and dispositions
- Closely held companies
- Cost segregation studies
- High-net-worth individual tax planning
- Investment partnerships
- Like-kind exchange transactions
- Multi-state partnerships
- Partnership operating agreements
- Partnership terminations
- Tax Service
- Transaction and agreement structuring
- Transaction structuring
- Transfers of partnership interests
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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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Areas of Focus
- Domicile issues
- Estate planning
- High-net worth tax issues
- Tax planning
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Areas of Focus
- Complex partnerships and pass-through structures
- Multi-state partnerships
- Domestic income tax planning
- High-net-worth individuals
- Tax-free exchanges
- Joint ventures
- Transfers of ownership
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Areas of Focus
- Cost segregation implementation
- Domestic income-tax planning for high-net-worth individuals
- Sales of property and ownership interests
- Tax planning and compliance for multi-tiered partnership structures
- Transactions between partner and partnership
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Areas of Focus
- Complex partnerships and pass-through structures
- Domestic income-tax planning for high-net-worth families
- Qualified opportunity zones investments and developments
- Tax planning for complex partnerships, pass-through structures and joint ventures
- Transfers of business and property ownership
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Areas of Focus
- Business structuring
- Domestic and international taxation
- Property transactions
- Tax compliance
- Trust and estate planning
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Areas of Focus
- Audit and attest services
- Corporate reorganizations
- Debt and equity financing
- Due diligence
- ESG and corporate responsibility examinations and reviews
- International advisory services
- Mergers and acquisitions
- Strategic planning
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Areas of Focus
- Equity compensation
- Tax advisory and planning
- Trust, estate and gift tax planning
- US inbound and outbound matters
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Areas of Focus
- Federal and state tax compliance and planning
- Income and estate planning
- Tax controversy
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Areas of Focus
- Credits and incentives
- Employment tax
- Excise taxes
- Income and franchise tax
- Indirect tax
- Mergers and acquisitions
- Property tax
- Research and development
- State tax controversy
- Unclaimed property
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Areas of Focus
- Business consulting
- Corporate structuring
- Income tax provisions (ASC 740)
- IRS examination representation
- Mergers and acquisitions
- Multi-state compliance
- Tax planning and compliance
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Areas of Focus
- Federal and state research tax credits
- General business credits
- Income and franchise tax
- Tax credits and deductions
- State and local taxation
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Areas of Focus
- ESG reporting
- Financial audits, reviews, compilations and agreed upon procedures
- IPO/SPAC advisory and attest services
- Implementation and documentation of complex accounting standards
- Procurement services and access to capital markets
- SEC and PCAOB audits
- Transaction planning
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Areas of Focus
- Denials of refund claims
- Dispute resolution
- Federal, state and local audit defense
- IRS collection matters
- Nexus studies
- Offers in compromise
- Penalty abatements
- Representation before appeals, hearings, conciliation conferences and U.S. Tax Court
- Tax-exempt applications and reinstatements
- Voluntary disclosure agreements
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Areas of Focus
- International tax compliance
- Pre-immigration planning
- FIRPTA and tax withholding
- Tax issues relating to Green Cards, visa and EB5
- Foreign trusts
- Export tax incentives and IC-DISC
- Foreign account reporting
- International tax structuring
- Offshore Reporting assistance
- PFIC issues
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Areas of Focus
- Accounting-related consulting
- Federal and state tax planning and compliance
- IRS audit examinations
- Partnerships/LLC taxation
- Real estate taxation
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Areas of Focus
- Commercial Mortgage-Backed Securities taxation and structuring
- Corporate taxation
- International taxation (inbound and outbound)
- Partnership / LLC taxation
- Qualified Opportunity Zone transactions
- Real estate deal structuring and joint ventures
- Real estate funds
- Real Estate Investment Trust (REIT) taxation
- Tax planning and compliance
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Areas of Focus
- Advanced individual income tax strategies
- Charitable planning, including philanthropy, tax mitigation and private foundations
- Closely held businesses
- Family offices
- Investment partnerships
- Luxury assets - private aircraft, yachts, horses and collectibles
- Wealth transfer planning - trust, estate and gift tax matters
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Areas of Focus
- Apportionment methodology, sales and use taxability studies
- Audit defense
- Controversy resolution
- Nexus studies
- Risk assessments
- Tax planning and compliance
- Voluntary disclosure agreements
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Areas of Focus
- Accounting and reporting systems
- Accounting process design
- Business consulting
- Operations review and improvement strategies
- Systems implementation
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Areas of Focus
- Crypto currency and NFTs
- High-net-worth tax issues
- Income tax planning
- Real estate taxation
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Areas of Focus
- Business valuations
- Economic damages calculations
- Forensic accounting and investigations
- Goodwill impairment testing
- Legal dispute support and analysis
- Private equity fund valuations
- Purchase price allocations
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Areas of Focus
- Accounting services
- Audit and attest services
- Business consulting
- Due diligence
- Special audits
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Areas of Focus
- Agreed-upon procedures
- Audit and attest services
- Financial audits, reviews, compilations and preparations
- Internal control reviews
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Areas of Focus
- Deal structure consulting and related issues to formation of partnerships and limited liability companies
- Partnership and LLC taxation
- Real estate taxation
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Areas of Focus
- Agreed upon procedures
- Audit and attest services
- Employee Benefit Plan audits
- Financial statement preparation
- SEC independence procedures
- Subscription and redemption transactions
- U.S. GAAP
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Areas of Focus
- Accounting and treasury management
- Financial and estate planning
- Investment and cash-flow reporting
- Trust, gift, and family partnership planning
- Rental real estate and development
- Residential and commercial real estate development
- Yacht and aircraft management
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Areas of Focus
- Estate and financial planning
- IRS controversies
- Income tax planning and compliance
- Organizational structures
- Trust and estate analysis, compliance and litigation support
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Areas of Focus
- Agreed upon procedures
- Audit and attest services
- Business consulting
- Due diligence related to mergers and acquisitions
- Quality of earnings analysis
- US GAAP and PCAOB
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Areas of Focus
- Business and estate valuations
- Child support and alimony calculations
- Comprehensive income analysis
- Discovery requests
- Draft deposition questions
- Expert witness
- Financial affidavit preparation
- Lifestyle and net worth analyses
- Matrimonial and fraud litigation
- Production and discovery management
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Areas of Focus
- FIRPTA planning for foreign corporations and NRAs who invest in U.S. real estate
- Foreign grantor and non-grantor trusts
- International private clients
- International wealth planning
- IRS disclosure programs
- IRS international tax controversy issues
- Pre-immigration tax planning for inbound multinational families
- Tax planning and compliance for multi-national business opening operations in the U.S.
- US real property interests
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Areas of Focus
- Business consulting
- Business valuations
- Buy-side and sell-side M&A
- Debt, equity and derivative investment
- Financial modeling
- Fraud investigations
- Investment due diligence
- Mergers and acquisitions
- Quality of earnings reports
- Transaction advisory services
- Workflow automation
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Areas of Focus
- Accounting system process review and documentation
- Conversion and combination of dissimilar data formats
- Data analytics, interpretation and visualization
- Forensic and fraud investigations
- Internal control solutions and system migration methodology design
- Process interviews and documentation
- System integrations and account mapping
- Transaction database analysis, validation and reconciliations
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Areas of Focus
- FIPRTA planning for foreign corporations and NRAs who invest in U.S. real property interests
- International private clients
- International tax compliance and consulting for individuals, corporations, partnerships and trusts
- IRS disclosure programs
- IRS international tax controversy issues
- Pre-immigration planning
- U.S. real property interests
- U.S. tax compliance and reporting for foreign trusts and U.S. beneficiaries
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Areas of Focus
- Corporate tax planning and compliance
- Nexus compliance
- State and local tax compliance and controversy disputes
- Tax reporting and compliance for consolidated and affiliated groups
- Tax planning and compliance for high-net-worth families
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Areas of Focus
- Business consulting
- Corporate restructuring
- Domestic and international tax planning and compliance
- Financial and estate planning
- Foreign and asset protection trusts
- Foreign investment into the US
- IRS examination representation
- Mergers and acquisitions
- Pre-immigration planning
- Representation before government entities
- State and local tax planning, including sales and use tax
- Succession planning
- Representation before government entities
- Succession planning
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Areas of Focus
- Audit procedure development
- Due diligence for mergers and acquisitions
- Financial statement audits and reviews
- Internal audit services
- Internal control reviews
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Areas of Focus
- Accounting and reporting
- Accounting process design
- Business consulting
- Internal control analysis
- Operations review and improvement
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Areas of Focus
- Accounting and reporting systems
- Accounting process design and implementation
- Business consulting
- Internal control analysis
- Operations review and process improvement
- System implementation
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Areas of Focus
- FIRPTA planning for foreign corporations and NRAs who invest in U.S. real property interests
- International private clients
- International tax compliance and consulting
- IRS disclosure programs
- Pre-immigration planning
- U.S. tax compliance and reporting for foreign trusts and U.S. beneficiaries
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Areas of Focus
- FIRPTA planning and foreign investment in US real estate
- Foreign and domestic estate and gift compliance and planning
- Foreign and domestic trust compliance and planning
- IC-DISC compliance and planning
- IRS examination representation
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Areas of Focus
- Cryptocurrency
- Domestic and foreign trusts
- Family office accounting services for U.S. and foreign families
- Income and estate tax planning
- Partnership and LLC taxation
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Areas of Focus
- Audit readiness and account analysis
- Audit and attest services (audits, reviews, compilations)
- Audit procedure development
- Bank negotiations
- Due diligence
- Growth and management consulting
- Outsourced CFO and COO services
- Project accounting
- Review and optimization of internal controls and procedures
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Areas of Focus
- Corporate taxation
- Consolidated and affiliated groups
- High-net-worth individuals and families
- International tax compliance
- International tax consulting
- Multinational companies
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Areas of Focus
- Consulting and business services
- S corporations
- Partnership special allocations
- Built-in gains
- QSSS elections
- Economic performance
- Transfer pricing
- Consulting and business services
- Structuring of cross-border debt instruments to achieve portfolio interest exclusions for NRA investors
- Use of Foreign Trusts for Multinational Families
- Pre-immigration tax planning for inbound multinational families
- Application of US estate and gift tax treaties to non-resident investors in US property
- FIRPTA planning for foreign corporations and NRAs who invest in US real property interests
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Areas of Focus
- Family governance and structuring
- Family office
- Federal and state tax compliance
- Financial and estate planning
- Financial reporting for high-net-worth families and related entities
- Income tax planning and consulting
- Treasury management for high-net-worth families
- Trust, gift and family entity planning
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Areas of Focus
- Business and individual tax consulting and planning
- Estate and wealth management planning
- IRS controversies
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Areas of Focus
- Asset tracing
- Business valuations
- Significant asset and estate valuations
- Forensic accounting
- Income and support calculations
- Litigation support
- Lost profit and damage analysis
- Matrimonial and fraud litigation support
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Areas of Focus
- Accounting assistance
- Agreed-upon procedures
- Audit and attest services
- Business consulting
- Review engagements
- SEC and PCAOB audits
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Areas of Focus
- Estate and gift tax planning
- Domestic and international funds, private equity and joint ventures
- Hedge, derivatives and cryptocurrency
- International and multinational tax issues
- M&A planning
- Tax controversy
- Tax planning and reporting
- US inbound and outbound tax matters
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Areas of Focus
- Business consulting
- Cryptocurrency
- Financial planning
- Income and tax planning
- IRS and state jurisdiction representation
- Mergers and acquisitions
- Partnerships
- S-Corporations
- Succession planning
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Areas of Focus
- Agreed-upon procedures
- Audit and attest services
- Business consulting
- Employee benefit plans
- Financial statement preparation
- U.S. GAAP, IFRS and FRS 102
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Areas of Focus
- Federal and state tax compliance
- Income tax planning and consulting
- Pass-through entities
- Rental real estate and development
- Residential and commercial development
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Areas of Focus
- Business consulting
- FIRPTA planning for foreign corporations and NRAs who invest in US real property interests
- Inbound and outbound planning and transactions
- IRS examination representation
- Pre-immigration planning for inbound multinational families
- Structuring of cross-border debt instruments to achieve portfolio interest exclusions for NRA investors
- U.S. estate and gift tax planning for multinational families
- Use of foreign trusts for multinational families
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Areas of Focus
- Estate and financial planning
- Federal and state tax compliance
- Joint venture and partnership agreements
- Tax controversies
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Areas of Focus
- Application of income and estate and gift tax treaties
- Estate and gift tax planning for multinational families in the U.S.
- Expatriation planning for U.S. citizens and long-term residents
- FIRPTA planning for foreign corporations and NRAs who invest in U.S. real property interests
- Inbound and outbound planning and transactions
- IRS examination representation
- Pre-immigration tax planning for inbound multinational families
- Structuring of cross-border debt instruments to achieve portfolio interest exclusions for NRA investors
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Areas of Focus
- State and federal audits
- Accounting services
- Business consulting
- Mergers and acquisitions
- Special audits and agreed-upon procedures
- Due diligence
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