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
- 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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Employee Photo -
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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Employee Photo -
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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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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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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Employee Photo -
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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Employee Photo