Tax Compliance and Tax Planning
Both compliance and planning are crucial steps in making sure that your tax returns have been filed correctly and efficiently—but what exactly do they both
Tax Services
Controversy & Dispute Resolution
Unfortunately, the tax process is not always smooth. Audits and disputes can sprout up from unanticipated errors or risks, and the results can be costly.
Credits & Incentives
Taxation isn’t all liabilities, and we believe our clients should be getting the most out of the credits and incentives that they are eligible for.
International Tax
Taxes are an intricate business—one that only grows more complicated over time. International tax regulations, in specific, require a specialized knowledge to fully understand the
State & Local Tax
The State and Local Tax (SALT) deduction is one that has gone through considerable changes in the last few years. It stands as one of
Tax Structuring
The tax process often includes meticulous planning and careful execution. Some higher-income ventures might start accounting for their tax liabilities and deductions the year before.
Estates and Trust Planning and Preparation
Preparing an Estate Plan
Preparing an estate plan can be difficult, and each step of the process can be complicated in its own way. Getting an estate plan ready
Fiduciary Accounting
Fiduciary accounting is, in short, a comprehensive report that analyzes a time period in the life of atrust, estate, or conservatorship. It can also reference
Estate & Trust Administration
Estate and trust administration involves the management of trust property in accordance with the terms laid out in the trust document. There are a number
Trust Planning and Charitable Gifting
While planning your trust, you can choose to distribute money to any number of qualified charitable organizations either in your will or over the course