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