Tax Advisory services include the following:
Table of Contents
Tax Planning & Strategy
Focused on reducing tax legally and planning ahead.
- Year-round tax minimization strategies
- Income timing (deferral vs. acceleration)
- Choice of entity planning (LLC vs S-Corp vs C-Corp)
- Compensation planning (salary vs dividends)
- Capital gains and loss harvesting
- Retirement and pension tax planning
- Expat tax planning (residency, Foreign Earned Income Exclusion (FEIE), Treaties)
International & Cross-Border Tax
Focused on multi-country tax issues.
- U.S. expat tax advisory
- Foreign company ownership (CFC, GILTI, Subpart F)
- Foreign trust and pension classification
- Tax treaty interpretation and claims
- Withholding tax planning
- Transfer pricing advisory
- Exit tax & expatriation planning
Business & Corporate Tax Advisory
Focused on operating and structuring businesses tax-efficiently.
- Mergers & acquisitions (tax structuring, due diligence)
- Business restructuring
- Startup tax planning
- R&D tax credits
- Stock options & equity compensation
- Pass-through vs corporate tax analysis
- International expansion planning
IRS & Tax Authority Representation
Focused on defending or fixing problems.
- IRS audits and examinations
- Penalty abatement and reasonable cause arguments
- Appeals representation
- Tax debt resolution (installment agreements, OICs)
- Late-filed or delinquent return remediation
- Voluntary disclosure & compliance cleanup
Specialty & Niche Tax Services
Focused on complex or technical areas.
- Cryptocurrency and digital asset taxation
- Real estate tax (1031 exchanges, depreciation, cost segregation)
- Private equity & hedge fund taxation
- Nonprofit and foundation tax advisory
- Executive and athlete tax planning
- Tax implications of litigation settlements