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
- 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
- Closely held businesses and family structuring
- Federal and state compliance and tax planning
- High-net-worth tax issues
- IRS and state audit, notice and penalty issues
- Mergers and acquisitions
- Stock options, restricted stock units (RSU) and equity compensation
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Areas of Focus
- Business consulting
- Accounting and reporting
- Accounting process design
- Internal control analysis
- Operations review and improvement
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Areas of Focus
- Assurance and accounting services
- Business advisory and consulting
- Compilation services and 401(k) retirement plan audits
- International Financial Reporting Standards (IFRS) engagements
- United States Generally Accepted Accounting Principles (US GAAP) engagements
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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
- 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
- Federal and state research tax credits
- General business credits
- IRS and state tax controversy
- Orphan drug tax credit
- Tax treatment of research expenditures
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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
- 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
- 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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