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
- 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
- Corporate tax planning and compliance
- Partnership/LLC taxation
- Real estate taxation
- Tax controversies and IRS representation
- Transfers of ownership
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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
- Forensic accounting
- Income and support calculations
- Litigation support
- Lost profit and damage analysis
- Matrimonial and fraud litigation support
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