ADVISORY

Business and Personal Advice

Working with our strategic partners in law and financial planning, or with our clients' own attorneys and financial advisors, we can help with investment evaluation and retirement income planning

RETIREMENT PLAN ADMINISTRATION

Third Party Administration

Plan design and administration

Participant education and communications

Record keeping

Individual participant's accounting

Tax compliance and filings


BUSINESS VALUATION AND

LITIGATION SUPPORT
Business Valuation

Estate, gift and income tax filings and planning

Stock and option compensation

Purchase price allocation and financial reporting

Divorce

Shareholder buy/sell agreements and dispute resolution

Sale of business interest

Litigation

Economic damages calculations

Forensic accounting and analysis

Expert testimony

Divorce

Income analysis

Financial investigation of earnings and assets

Tax and financial advice during settlement discussions

Valuation of closely-held businesses and employer stock options

Net present value calculations of defined benefit retirement plans

Collaborative divorce

Healthcare

Fair market value opinions of hospital-physician transactions

Analysis of compensation arrangements
 

TAX

Federal, State and Local Tax

Tax return preparation

Transaction structuring

Credit identification and calculations

Audit and appeal representation

Multistate liability analysis

Tax Planning

Income, estate and trust tax

State and local tax

Business succession

Other Tax Services

Residency issues

Divorce related

ACCOUNTING
Financial Statement Preparation
Compilation and review engagements 

Personal financial statements

Other Accounting Services
Bookkeeping and accounting system support
Cash flow, forecasts, projections and budget analysis