Problems Our Clients Face:

• Complex Business & Investment Integration: Managing operating companies, real estate, and stock investments across multiple states and jurisdictions is challenging.

• Overlooked Capital: Many miss valuable tax credits and grants, a crucial fourth source of capital.

• IRS Audits & Estate Complexity: With $60B in IRS enforcement, audits and estate planning challenges are growing.

• Maximizing Business Value: Many struggle to build value consistently until exit.

• Foreign & Multi-State Tax Confusion: Navigating multi-jurisdictional tax laws, including transfer pricing, can be overwhelming.

Solutions We Provide:

• Three Pillar Approach: We integrate operating companies, real estate/stock investments, and trust/estate planning for streamlined business management.

• Maximizing Company Value: We guide clients using leading indicators to build value all the way through equity or asset sales.

• Simplifying Accounting: As exclusive Northeast distributors of Color Accounting, we make financial models clear using the BaSIS framework (Language, Structure, Movement).

• Unlock Hidden Capital: We help uncover overlooked tax credits and grants.

• IRS Dispute Resolution: We defend clients in audits and enhance estate planning.

• International & Multi-State Tax Planning: For businesses operating across jurisdictions, we provide multi-state and international tax strategies, including transfer pricing, and ensure compliance.

• Capital Gains Mitigation: For real estate developers, we offer solutions like 1031 exchanges, DSTs, installment sales to defective grantor trusts, and captive insurance to mitigate capital gains and preserve wealth.

This full-service approach ensures that clients can maximize value, manage multi-jurisdictional complexities, and minimize tax burdens across various scenarios.