Basic info
Industry
accounting
Sectors
Opportunity zone fund planning
Buy side and sale side transaction services
Accounting
ESOP transaction services
gift and generation skipping tax planning services
Bookkeeping services
CLTs and PIFs
State apportionment planning services
Financial and process controls consultations
IC DISC services
Probate / fiduciary accounting services
Section 199A consultations
Quality of earning studies
Nonresident and foreign trust tax planning
Financial Services
State tax nexus studies
Estate
Finance
Alternative energy credit planning
Business reorganization & legal entity optimization services
Voluntary disclosure agreements with tax jurisdictions
Charitable planning including CRTs
Private equity investment structuring and disposition services
Property tax consultation services
Consulting
Tax department outsourcing services
Advice
R&D Credit Services
Choice of entity services
Financial statement assurance services
Tax residency consultations
Date founded
1977