- Ultra-concierge CPA, CFO services
- Sophisticated tax advisory services
- Special advisor to Boards of Directors, Executive Committees, CEO’s, and CFO’s
- Detailed reviews of financial, operational, and administrative departments resulting in significant revenue enhancement, cost savings, and time efficiencies
- Preparation of all company tax returns (federal, state, city, county, sales tax)
- Fraud investigations (employee dishonesty, internal accounting controls, segregation of duties to avoid collusion)
- Comprehensive financial statement preparation
- Budgeting (corporate, departmental, and project basis)
- Analytical review of income & expense trends
- Corporate strategic planning and implementation
- Mergers, acquisitions, and divestitures
- Business turnarounds
- Manage all banking and financing relationships
- Strategies to mitigate uninsurable risks using wholly-owned captive insurance companies
- Employee benefits consulting (health insurance; retirement plans; executive deferred compensation)
- Real estate acquisitions & dispositions
- IRS Section 1031 tax deferral on real estate gains
- Expertise in tax depreciation
- Risk management and insurance coverage evaluation
- Access to new venture funding
- Private Equity
- Initial Public Offerings (IPO)
- Deal Mediator and Negotiator
- Entity formation (holding companies, management companies, operational subsidiaries)
- Complex tiered partnership and S corporation ownership structures
- Employee retention vs. termination
- Comprehensive outsourced payroll management
- Professional employer organization (PEO – employee leasing)
- Executive search assistance
- Business manager for entrepreneurs and famous entertainers and athletes
- International taxation
- Key Man Life Insurance
- Buy-Sell Agreements between shareholders and partners
- Music and Other Creative Royalty Audits and Royalty Revenue Stream Maximization
