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.

Services
Tax
Business Planning and Advisory Services

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.

Business Planning and Advisory Services

Service At A Glance

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