Our advisors and accountants develop deep relationships with clients. We take an entrepreneurial approach to solving their problems. This is why many clients have grown up with our firm. They see us as a trusted advisor who provides a sounding board, creative engine and path-clearer to their goals.
Search our listing of directors, associate directors and senior managers here.
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Areas of Focus
- Alternative dispute resolution, mediation and arbitration
- Financial and tax planning for entrepreneurs and executives
- Fiduciary services for businesses, individuals and trusts
- International tax planning for businesses and individuals
- Mergers and acquisitions
- Strategic planning for closely held businesses
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Areas of Focus
- Large household offices of US and foreign families
- International and domestic private client services
- Business consulting and strategy
- Fiduciary activities, including serving as trustee, executor and protector
- Real estate development, purchases and capital acquisition
- Foreign trusts
- Wealth transfer and asset protection
- International company expansion and cross-border issues
- US investments for non-residents
- Pre-immigration tax planning
- Mergers and acquisitions
- Succession planning and exit strategies for businesses
- Estate and financial planning
- Tax controversies and disputes
- Tax treaty optimization
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Areas of Focus
- Income and estate planning
- Income tax planning and compliance
- Trust compliance and planning
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Areas of Focus
- Bankruptcy and receiverships
- Business planning
- Business valuation
- Commercial disputes
- Due diligence for mergers and acquisitions
- Employment litigation
- Expert witness and court-appointed witness (federal and state courts)
- Forensic accounting
- Forensic investigations
- Intellectual property disputes
- Litigation support
- Lost profit and damage analysis
- Product liability claims
- Self-dealing and insider trading
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Areas of Focus
- Audit support
- Business continuity
- Cloud-based systems and computing
- Compliance readiness
- Disaster recovery
- Information security and cybersecurity program development
- Risk management
- SOC for cybersecurity
- Systems management
- Virtualization
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Areas of Focus
- Agreed-upon procedures
- Employee benefits plans audit
- Financial statement preparation
- SEC and PCAOB audits
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Areas of Focus
- Accounting methods and change
- C Corps and S Corps
- CFO consulting
- Estate and wealth planning
- Equity compensation
- Foreign trusts
- International and US domicile issues
- International tax structuring
- Mergers and acquisitions
- Succession planning and business planning
- Tax credits and deductions
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Areas of Focus
- Asset management and protection
- Family offices
- Governance
- Real estate
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Areas of Focus
- Credits and incentives
- Income and franchise tax
- Mergers and acquisitions
- Sales and use tax
- Tax controversy
- Transaction advisory services
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