Planning and Consulting
Tax planning is where expertise pays for itself. Our Principal's Master of Science in Taxation and 10+ years of Big Four and mid-market experience means we spot opportunities others miss.
Some of the issues we can help with:
- Choice of entity
- Tax nexus
- Tax residency
- Transaction optimization
- Like-Kind exchanges
- Tax credit eligibility
- Basis and built-in gains analysis
- Tax timing issues
- Retirement plan selection
- Depreciation/cost recovery strategies
- Compensation planning
- QSBS exclusion
- Stock option planning
- Charitable giving strategies
- Multi-state apportionment
- Installment sales
- Qualified Opportunity Zones
- Loss utilization planning
- Net Investment Income Tax planning
- Sales of interest and personal goodwill
Planning and Consulting services offered at $150/hour.
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