|
TAX PLANNING is vital to both business and individual clients. We are determined to help you pay the minimum amount of taxes allowable and to know in advance what your tax liability will be.
TAX PREPARATION of returns for individuals and businesses (corporations, partnerships, limited liability companies and sole proprietorships). We are well versed in the preparation of the required federal, state and local tax returns.
FINANCIAL ACCOUNTING is a basic need and important strategic and evaluation tool for any business. We offer assistance in financial statement preparation utilizing various accounting software programs and can act as an off site controller or consult on your self-generated financial information.
MEDIATION has become a popular forum for the resolution of disputes. We have the training and experience to assist the parties in a dispute in coming to a resolution that they have crafted. The process addresses the emotional aspects to a disagreement as well as the financial aspects. We offer both court ordered mediation (after a lawsuit has been filed) and facilitative mediation for the parties prior to filing of a lawsuit.
ARBITRATION has some similarities to mediation. The main difference is distinguished by who is ultimately determining the resolution. In arbitration, the parties each present their position and a neutral third party makes a decision. Arbitration is sometimes referred to as an alternate court system. We offer both court ordered arbitration as well as pre-litigation arbitration.
FINANCIAL DISCOVERY can be utilized in the context of litigation, mediation, arbitration, and business operations. Most conflicts have a monetary aspect to them. We can provide expert assistance in requesting and reviewing the pieces of financial information that are important in a dispute or misappropriation setting.
LITIGATION SUPPORT is provided to attorneys and their clients in a lawsuit situation. We have experience in the calculation of damages, testifying as an expert witness, deposing opposing expert witnesses, review of data obtained during discovery, determination of discovery data requests, tax effect of settlements and identification of the assets of a marital estate.
FINANCIAL PLANNING for educational needs, parent's medical expenses, and personal retirement goals are just a few of the services we provide. Whatever your financial goal, we can assist you by providing the data you need to consider in your planning as well as the most tax-effective way of getting to that goal.
BUSINESS VALUATION is an important calculation of a taxable estate or gift; acquisition or sale of a business; determination of a marital estate asset; drafting a business buy-sell agreement; and damage calculations. Members of our firm have had decades of experience in business valuations and have attended multiple continuing education seminars on this topic.
SUCCESSION PLANNING is important in small to medium size businesses, especially those that are family owned. There are many emotional and financial aspects when business ownership interests are changed. We can help you determine the mechanisms for paying less or no tax on a business transfer. But more importantly, we can help one generation in the struggle to hand over the "reigns" to another generation.
BUSINESS ACQUISITIONS OR DISPOSALS may involve the single biggest investment of an individual's life. We have been involved in hundreds of business transactions are unique in that we bring the skills of both law and tax expertise to the situation
|