Individuals
We provide in-depth financial analysis for high-net-worth individuals. We can provide insight on the tax impact of material transactions. Our understanding of stock options (RSU, ISO, and ESPP), flow-thru income, capital gains, rental properties, and complex investments helps individuals with tax planning.
S-Corps, C-COrps, LLC’s
Our analysis of privately-held entities includes consulting with business owners on the financial and tax impact of selecting an entity type. We also have experience with advising on the financial and tax consequences of equity and capital transactions related to admitting new owners, buyouts, recapitalizations, company redemptions, windups, and succession planning.
Trusts
We help with reviewing trust documents and providing guidance on the tax impacts of transactions for beneficiaries.
Member of the AICPA’s Tax Services Section.
