Tax Planning
Corporates
Tax planning and structuring: Developing tax-efficient structures and strategies for businesses to minimize their overall tax liabilities, including considerations for entity selection, corporate reorganizations, and tax-efficient profit repatriation.
International tax planning: Advising businesses on cross-border transactions, transfer pricing, foreign tax credits, and other international tax considerations to optimize global tax efficiency and minimize the risks of double taxation.
Tax accounting methods: Evaluating and implementing appropriate tax accounting methods for businesses, such as inventory valuation methods, depreciation methods, and revenue recognition methods, to align with tax regulations and optimize tax outcomes.
State and local tax planning: Analyzing and managing state and local tax obligations, including income taxes, sales taxes, property taxes, and employment taxes, to ensure compliance and identify opportunities for tax savings.
Tax audit support and dispute resolution: Assisting businesses during tax audits, responding to tax authorities' inquiries, and representing clients in tax dispute resolution proceedings, such as administrative appeals or tax court litigation.
Tax implications of business transactions: Providing tax advice and planning support for mergers, acquisitions, divestitures, and other business transactions to optimize tax outcomes and minimize potential tax risks.
Tax risk management and compliance reviews: Conducting tax risk assessments and compliance reviews to identify potential tax exposures, recommend corrective actions, and establish processes to ensure ongoing tax compliance.
Individuals
Tax withholding and estimated tax calculations: Helping individuals determine the appropriate amount of taxes to be withheld from their paychecks or making estimated tax payments to avoid underpayment penalties and ensure timely tax payments.
Tax deductions and credits: Identifying and maximizing available deductions and credits that individuals may be eligible for, such as mortgage interest deductions, educational expenses deductions, child tax credits, and earned income tax credits.
Retirement planning: Advising individuals on tax-efficient retirement savings strategies, including contributions to retirement accounts like 401(k)s, IRAs, and Roth IRAs, and helping them navigate the tax implications of retirement account withdrawals.
Capital gains and losses planning: Assisting individuals in managing their investments to optimize capital gains and losses, minimizing tax liabilities on investment income.
Health savings accounts (HSA) and flexible spending accounts (FSA): Providing guidance on tax-advantaged healthcare savings accounts, maximizing contributions, and utilizing funds for eligible medical expenses.
Charitable giving strategies: Helping individuals’ structure charitable contributions to maximize tax benefits, such as itemizing deductions, setting up donor-advised funds, or considering charitable trusts.
Tax planning for life events: Advising individuals on the tax implications of major life events such as marriage, divorce, homeownership, birth or adoption of a child, or significant changes in income or employment.
Tax compliance and audit support: Assisting individuals in meeting their tax compliance requirements, responding to tax notices, and representing clients during tax audits or disputes with tax authorities.
