Business Advisory Services

Business advisory services are focused on developmental and operational planning considerations and include:

  • Budgeting and forecasting
  • Capital procurement including private placement offerings and capital financing
  • Analysis, evaluation and negotiation of commercial contracts and agreements
  • Analysis, evaluation and negotiation of consulting and independent contractor service agreements
  • Analysis, evaluation and negotiation of employment agreements including compensation, fringe benefits, retirement, severance and non-competition provisions
  • Analysis, evaluation and negotiation of commercial insurance agreements and alternatives for risk retention
  • Analysis and evaluation of private equity investments and related agreements
  • Statutory guidelines for record retention and archiving

Business transfer, succession planning, and merger/acquisition services include:

  • Analysis, evaluation, negotiation and implementation of buy/sell agreements
  • Analysis, evaluation and negotiation of pricing and financing considerations
  • Advisory services in connection with the purchases and sales of entities, intangible and tangible assets including letters of intent, due diligence, and contractual agreements
  • Statutory guidelines for the dissolution of entities

Business Tax Planning Services

Business tax planning services are focused on entity selection and strategic planning considerations and include consideration of:

  • Corporations including structural alternatives for formation and management, jurisdictions and related issues, tax (“C or S”) elections, debt and equity financing issues, stock classifications, purchases and sales of stock, qualifying dividends and shareholder distributions, stock redemptions, tax-free reorganizations and liquidations
  • Limited liability companies and partnerships including structural alternatives for formation and management, jurisdictions and related issues, member/partner admissions and withdrawals, contributions and distributions to members/partners, special allocations, recourse and nonrecourse financing and related income tax basis considerations, and member/partner and membership/partnership transactions, tax-free reorganizations and dissolutions
  • Estates and trusts including structural alternatives for formation, fiduciary services and related issues, grantor contributions and beneficiary distributions, and dissolutions
  • Tax-exempt organizations including structural alternatives for formation and management, jurisdictions and related issues, funding requirements, and dissolutions

Business Tax Compliance Services

Business tax compliance services are focused on accuracy and compatibility with electronic surveillance and matching performed by regulatory agencies and include preparation of the following for “C” corporations, “S” corporations, limited liability companies, general and limited partnerships, estates, trusts, and tax-exempt organizations:

  • U.S., state and municipal income and franchise tax returns including representation in connection with examinations by regulatory authorities
  • State and municipal sales and use tax returns including representation in connection with examinations by regulatory authorities
  • U.S. information returns
  • Personal property tax renditions including representation in connection with controversies resulting from valuation disputes