Services
Everything a complex balance sheet actually needs.
One team, four practice areas, and a technology platform that keeps them synchronised — from the first structuring decision to the final filing.
Tax Services
Proactive planning and airtight compliance for corporations, S corps, partnerships, trusts and high net worth individuals.
Strategic Tax Planning
Entity structuring, executive compensation plans, IC-DISCs, DSTs, §1031 and §1035 exchanges, and multi-year modelling that turns tax from a bill into a strategy.
Tax Preparation
Corporations, S corporations, partnerships, trusts, non-profits, private foundations, gift tax returns and high net worth individuals — prepared by CPAs, reviewed by tax counsel.
Tax Law & IRS Controversy
IRS and state audits, installment agreements, offers in compromise, liens and levies. Represented by attorneys admitted to practice before the U.S. Tax Court.
International Tax & Compliance
Foreign and domestic trusts, foreign subsidiaries, check-the-box and foreign tax credit planning, plus Forms 3520, 3520-A, 926, 5471, 5472, 8858, 8865 and FBAR.
Multi-State & Consolidated Groups
Apportionment planning, nexus studies and consolidated filings for businesses operating across state lines.
Business Advisory
Board-level financial leadership for private and public companies at every stage of the growth curve.
Contract CFO Services
SEC reporting, private offering memorandums, registration statements, budgeting and planning, internal financial statements, audit packages and investor presentations.
M&A and Reverse Mergers
Buy-side and sell-side structuring, due diligence, and post-close integration engineered for the lowest defensible tax outcome.
IPOs & Capital Markets
Readiness assessments, debt and equity finance, and the reporting infrastructure public markets demand.
Exit Strategies
Multi-year exit planning so the sale of your business is taxed the way you chose years in advance — not the way it happens to fall.
Business Consulting
Revenue maximization, cost reduction, budgeting, cash management, compiled and internal financial statements, and practice management for healthcare providers.
Financial & Investment Strategy
Tax-aware investment structures for high net worth families, funds and real estate operators.
Life Insurance Strategies
Insurance structures used as a disciplined, tax-advantaged component of wealth transfer and executive benefit design.
Real Estate & §1031 Exchanges
Extensive experience with IRC §1031 and §1035 exchanges, DSTs and structuring for real estate investors and operators.
Private Placements
Twelve years advising on private securities and U.S. tax law issues, and involvement in the creation of 500+ investment funds.
Asset Protection & Compliance
Structures that keep what you have built insulated, documented and defensible.
Asset Protection Strategies
Entity and trust architecture designed to separate risk from reward before a claim ever arrives.
Captive Insurance
Captive insurance company consulting, formation and ongoing management for qualifying enterprises.
Forensic Accounting
Forensic accounting and litigation support when the numbers themselves become the argument.
Not sure which service you need?
That is exactly what the free assessment is for.