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
- 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
- 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
- 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
- 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
- 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
- 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
- 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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Employee Photo -
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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