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
- Business architecture and process improvement
- Data analytics and artificial intelligence
- Digital transformation
- Mergers and acquisitions integration (teams, systems and processes)
- Project and program management
- Strategy and technology consulting
- Supply chain and operations management
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Areas of Focus
- Foreign trusts
- Gift and estate tax compliance
- International private clients
- International wealth planning
- Investments in US property and assets
- IRS disclosure programs
- IRS international tax controversy issues
- Pre-immigration planning
- Transaction structuring
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Areas of Focus
- Acquisitions and dispositions
- Debt allocation and planning
- Debt workouts
- Estate planning
- Investment review and analysis
- Joint ventures
- Real estate investment funds
- State and federal tax compliance
- Structuring agreements
- Tax compliance and strategies
- Tax-free exchanges
- Transaction structuring
- Trustee services for clients
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Areas of Focus
- Estate plans and wills
- Foreign trusts
- Gift and estate plans
- Guardianship accounting
- Tax compliance
- Trust accounting, estate accounting
- Wealth transfer
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Areas of Focus
- Bankruptcy, insolvency and receivership matters
- Business planning and consulting
- Commercial disputes
- Economic damage analysis
- Expert witness testimony (federal and state courts)
- Fraud and forensic accounting investigations
- Fraudulent conveyances and preference analysis
- Lost profit analysis
- Ponzi schemes
- Post-merger and acquisition disputes
- Usury issues (Florida)
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Areas of Focus
- Business valuations, including derivatives and intangible assets
- Financial modeling, forecasting and budgeting
- Lending and debt management
- Litigation support
- Mergers and acquisitions
- Transaction advisory services
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Areas of Focus
- Family home office accounting and advisory services for U.S. and foreign families
- FATCA reporting matters
- Federal and state tax compliance
- Foreign and domestic trusts
- Income and estate tax planning
- Investments in U.S. by non-resident aliens
- IRS controversies
- Partnerships
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Areas of Focus
- Acquisitions and dispositions
- Closely held companies
- Cost segregation studies
- High-net-worth individual tax planning
- Investment partnerships
- Like-kind exchange transactions
- Multi-state partnerships
- Partnership operating agreements
- Partnership terminations
- Tax Service
- Transaction and agreement structuring
- Transaction structuring
- Transfers of partnership interests
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Areas of Focus
- Bankruptcy and reorganizations
- Breach of contract
- Business valuation
- Economic damage assessment in complex commercial disputes
- Expert witness testimony (federal and state courts)
- Financial statement fraud and restatements
- Fraud, embezzlement, misappropriation of assets, and self-dealing
- Intellectual property
- Mergers and acquisition due diligence
- Post mergers and acquisition disputes
- Quantification of complex business interruption insurance claims
- Securities litigation
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Areas of Focus
- Business structuring
- Domestic and international taxation
- Property transactions
- Tax compliance
- Trust and estate planning
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Areas of Focus
- Audit and attest services
- Corporate reorganizations
- Debt and equity financing
- Due diligence
- ESG and corporate responsibility examinations and reviews
- International advisory services
- Mergers and acquisitions
- Strategic planning
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Areas of Focus
- Equity compensation
- Tax advisory and planning
- Trust, estate and gift tax planning
- US inbound and outbound matters
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Areas of Focus
- Credits and incentives
- Employment tax
- Excise taxes
- Income and franchise tax
- Indirect tax
- Mergers and acquisitions
- Property tax
- Research and development
- State tax controversy
- Unclaimed property
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Areas of Focus
- Business architecture, process design and improvement
- Data analytics and business intelligence
- Internal control analysis
- Mergers and acquisitions integration, including systems, processes and teams
- Operations review, management and improvement
- Outsourced back-office support, including finance, accounting and reporting, financial planning and analysis, and human capital
- SOX compliance and SEC reporting
- Strategy and technology consulting
- Transaction support services
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Areas of Focus
- ESG reporting
- Financial audits, reviews, compilations and agreed upon procedures
- IPO/SPAC advisory and attest services
- Implementation and documentation of complex accounting standards
- Procurement services and access to capital markets
- SEC and PCAOB audits
- Transaction planning
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