As wealth builds, financial management needs become more complex. Our knowledgeable and experienced professionals provide the following services to help individuals comply with tax regulations and develop plans to meet their financial and non-financial goals and objectives:

Tax Services Estate Planning Financial Planning

Valuation Services Tax Controversy Representation

Tax Services

We have a long history of providing tax planning and compliance services to individuals with complex tax issues. Our knowledge and experience enable us to help our clients minimize their tax burden while complying with ever-changing tax regulations. In addition to the preparation of individual income tax returns, our professionals are available to consult with you regarding virtually all tax matters including:

• Annual and long-term strategic tax planning, including alternative minimum tax (AMT) considerations
• Calculation and minimization of estimated tax payments
• Loss limitations caused by insufficient basis and amounts at-risk
• Passive activity loss rules, including those related to rental real estate
• Maximizing the benefit of net operating losses
• Planned charitable giving
• Maximizing foreign tax credits, education credits, child care and child
  tax credits, and other available credits
• Planning for contributions to, and deductions from, retirement plans
• Matters related to self-employed individuals
• Domestic employee reporting requirements
• Income-shifting strategies
• Structuring personal and business transactions
• Divorce and separation issues
• Multi-state tax planning top

Estate Planning

An effective estate-planning strategy considers family dynamics, business and philanthropic goals, retirement planning and tax objectives. Working in tandem with lawyers and other financial advisors, we help our clients achieve their long-term goals while protecting their assets and preserving their estates. We have a thorough understanding of estate and gift tax regulations, and can help you evaluate the estate-planning techniques that are best suited for your circumstances. Our professionals are available to consult with you on many different estate-planning matters including:

• Comprehensive estate planning, including an estimation of the current tax on your estate
• Gifting strategies
• Use of various types of trusts
• Special planning strategies for owners of closely held businesses, including: consideration of tax implications of shareholder agreements, business valuations, and use of liquidity and marketability discounts in gift and estate tax planning
• Installment payment of estate taxes
• Estate and trust return preparation
• Estate and trust administration top

Financial Planning

We can help you define and articulate your long-term and short-term financial goals and objectives, and prioritize between those that compete. We can also assist in quantifying your current financial position and projecting your future financial position under a variety of scenarios. Working in conjunction with your attorney, investment advisor and insurance agent, we can help you ensure that your personal financial plan will be a tool that helps you achieve your goals. Our professionals are available to consult with you on matters such as:

• Comprehensive financial planning
  
• Budgeting and cash management
  
• Income tax planning
  
• College funding strategies
  
• Retirement planning
  
• Gifting and charitable contribution strategies
• Estate tax planning
• Assessing life insurance needs top
  
  

Valuation Services

There are many reasons for having a business valuation performed: estate planning and gifting, divorce, buy-sell agreements, shareholder disputes and litigation are just a few. Our certified valuation analysts will conduct a thorough analysis and prepare a formal business valuation report in compliance with accepted standards. Valuation analysis by independent professionals will reduce the risk of subsequent disputes or legal challenges, and help avoid personal or emotional biases that might inappropriately influence decisions. Furthermore, members of our staff have served as expert witnesses in matters involving business valuations. top

Tax Controversy Representation

When either the IRS or another taxing authority questions your returns either through a tax notice or a formal examination, you want to be confident that the professional representing you has the experience and skill necessary to expeditiously deal with whatever might arise.

Our tax professionals have extensive experience in dealing with revenue agents on all levels and in advocating reasonable interpretations of tax laws on a multitude of tax issues.  They can also provide expert counseling when you need to negotiate matters such as offers in compromise, collections, installment agreements and penalty assessments. top