Business Planning and Advisory Services

Our tax advisors assess your financial standing and future goals to develop a tailored tax strategy. With a deep understanding of the latest tax legislation, including credits, deductions, and incentives, we maximize your tax strategies. From navigating mergers and acquisitions to managing intricate international tax matters, our team offers expert counsel to navigate your tax challenges.

Service At A Glance

Our team of seasoned experts specializes in international business tax services, offering comprehensive solutions tailored to your needs. Whether you’re expanding overseas, managing cross-border transactions, or navigating the complexities of global tax laws, we guide you every step of the way.

  • Business Models
  • Global Restructuring
  • Exit Tax Advisory and Compliance
  • IC-DISC Planning
  • Inbound and Outbound Structuring
  • International Tax Controversy
  • International Tax Reporting and Compliance
  • Investment Holding Structures
  • Income Tax Treaties
  • Pre-immigration Tax Advisory and Compliance
  • Private Client International Tax
  • Streamlined filing compliance procedures and other penalty abatement programs
  • Tax Planning for Controlled foreign companies
  • Transfer Pricing Assistance
  • Withholding Tax Advisory and Compliance

Our team of State and Local Tax (SALT) professionals specialize in developing customized strategies to help you navigate the intricate landscape of state and local taxes to minimize your tax liabilities and maximize savings.

Income/Franchise Tax:

  • Nexus Filing Analysis
  • Sales Sourcing Review
  • Strategic Planning, Restructuring, and Minimization Techniques
  • Diagnostic Assessments
  • Compliance Services (business returns, composites, withholdings, local tax filings, etc.)
  • Gross Receipt Taxes
  • Merger & Acquisition Services

Sales and Use Tax (Indirect Tax):

  • Nexus Review
  • Sales Taxability Analysis (produce and service taxability)
  • Exemption Certificate Management Advisory
  • Due Diligence Support
  • Reverse State Tax Audits / Refund Studies
  • Sales Tax Compliance Managed Services

Sales Tax Controversy Services:

  • Audit Defense Representation and Appeals
  • Change of Residency Planning
  • Payroll Tax Advisory
  • Remote Workforce Policy Implementation
  • Property Tax Advisory
  • Credits and Incentives
  • Pass-through Entity (PTE) Election Modeling
  • Unclaimed Property

Throughout the negotiation process to final closure, our dedicated team offers personalized assistance, simplifying the tax complexities inherent in your M&A transactions. This ensures a smooth execution, minimizing any interruptions to your business operations.

  • Pre & Post-sale Consulting regarding tax implications of M&A transactions
  • Pre-sale Restructuring
  • Transaction Structuring for tax efficiency/optimization
  • Buy and Sell-side Tax due diligence support
  • Sell-side Tax Modeling to advise of tax liability, after-tax cash proceeds and efficient tax structure
  • Buy-side Tax Consulting to advise of tax efficient structure
  • Post-transaction Tax Compliance services for both businesses and owners
  • Post-transaction Tax Planning and wealth management

Our tax structuring services address your needs, from entity selection and restructuring to strategic international tax planning. Our team stays current with the ever-evolving landscape of tax laws and regulations, providing you with accurate and timely advice tailored to your unique situation.

Our tailored succession planning services encompass strategic planning, tax optimization, family governance, business valuation, and estate planning. We work closely with you to identify long-term objectives and address key issues such as leadership transition, ownership transfer, and estate tax liabilities. Our expert team ensures seamless asset transfer, maximizing value for future generations while minimizing tax exposure and promoting effective family governance structures.

Navigating the complexities of tax credits and incentives can be overwhelming. Our specialized team helps to uncover and maximize available incentives. Whether it’s state-level tax credits, local talent incentives, or industry-specific benefits, we’ll guide you through to ensure you capitalize on all applicable tax benefits.

  • Grants
  • Real estate abatements
  • Energy programs
  • Financing
  • Energy efficient commercial buildings tax deduction
  • New York City Industrial business zones (IBZ)
  • New York City Industrial development agency industrial incentive program (IIP)
  • New York State Empire zones program
  • New York State Excelsior program
  • Qualified Emerging Technology Company tax credits (QETC)
  • Work opportunity tax credit
  • NJ angel investor tax credit
  • Cost segregation

We proactively explore opportunities within the tax code to enhance your financial position through strategic tax minimization strategies.