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Client Services
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

 


Other Services

Litigation Support

Our firm has handled many litigation matters in support of legal counsel to their clients. Due to our extensive backgrounds in the manufacturing, wholesale distribution, retail, retail fast food restaurant, service, real estate development and real estate investment and management industries, we have been engaged to handle an array of litigation under several scenarios:

  • Trust litigation regarding corporate/bank trustees,
  • Trust litigation regarding attorney successor trustees,
  • Business transaction litigation,
  • Real estate transaction litigation,
  • Expert witness testimony,
  • Divorce counseling,
  • Special master appointment in Federal district court.

All of the attorneys who have engaged our firm for litigation support services are available for your reference and are listed on the attached summary of litigation consulting engagements.Litigation List

Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records, and financial statements tailored to your specific industry and business, ensure that you have the data to analyze your financial operations, and manage as efficiently as possible the resultant profits.

If required, our staff will assist in the preparation of your financial statements using our in-house general ledger software with sophisticated report writing capabilities. Period to date, year to date, comparisons to previous years and variance reports to budgets are all available. Financials can be specifically tailored to banking and lender requirements, industry specific guidelines and management desired formats, all from the same data base. Of course if your company personnel prepare the financials, our report writer capabilities may be used in conjunction with the strict compilation or review of such financials.

All professional staff are trained and knowledgeable in spreadsheet applications. We can design and create any spreadsheet required to assist in analyzing your business, including budgets and other prospective financial information, stock basis tracking, profit allocations, location and division breakdowns, ratio and trend analysis, litigation support schedules for arbitration, mediation, settlement or trial. If you have an idea, we can create the spreadsheet so you may see the "picture".

In summary, our firm provides a full range of accounting services including the following:

  • Compilations and Reviews of financial statements,
  • Accounting system setup for new or expanding businesses,
  • Review or creation of internal control systems,
  • Combination of real estate project financial statements originating from property management companies,
  • Re-creation of financial information for litigation support,
  • Assistance with reconciliations and balancing of financial statement accounts,
  • Design and creation of any spreadsheet application.

Tax Services

Tax Services

Tax planning and consultation is an essential element in assisting our clients achieve their desired financial results. We take great pride in working closely with our clients and being viewed as an integral partner with them during the tax planning process.

We have a unique ability to accumulate, comprehend and integrate the business and personal affairs of our clients when developing tax models and tax strategies to meet desired results.

Our tax planning focus extends way beyond just minimizing a client's tax liability. Our analysis encompasses an array of issues including the following:

  • Understanding and quantifying underlining economic considerations both on a pre-tax and an after-tax basis,
  • Accumulating and increasing a client's net worth,
  • Transferring wealth among family members,
  • Asset and investment diversification to achieve desired economic and tax results,
  • Estate planning,
  • Business succession planning,
  • Pension, profit sharing and deferred compensation planning,
  • Business entity selection.

Our significant investment in computerized tax planning software allows us to calculate income tax projections incorporating the most recent changes in the tax laws and to prepare tax projections in all 50 states in the country.

Our substantial investment in tax research software enables us to access all court decisions, opinions and other related authoritative tax documents and to keep abreast of the latest federal and state legislative developments.

We have developed an expertise in corporate, individual and partnership taxation and in tax planning and structuring for real estate transactions. We have represented clients in a variety of specialized tax matters including the following:

  • Structuring the acquisition and disposition of real estate with a specialization in Section 1031 like-kind exchange planning and implementation,

  • Analysis of restructuring alternatives for business entities including an analysis of liquidation, reorganization and owner redemption transactions,

  • Structuring the acquisition and disposition of existing business operations.

  • Consulting Services

    Consulting Services

    We gauge our worth by the personal and business successes of our clients. We can help your business or personal situation identify areas negatively affecting profitability and growth, and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are some of the areas in which we provide consulting services:

    • Business formation and entity selections,
    • Sale, acquisition or merger of a business,
    • Sale, purchase or exchange of real estate,
    • Asset protection,
    • Divorce planning,
    • Procurement of bank loans,
    • Coordination with other professionals including legal, insurance, banking, investment, pension, and property management,
    • Ongoing financial management,
    • Review of accounting systems,
    • Lease analysis,
    • Creation of partnership agreements, joint venture agreements, and buy/sell agreements,
    • Business expansion analysis.

    We are not certified financial planners or registered investment advisors. The firm does not accept contingent fees, or commissions of any nature, including any potential commissions regarding life insurance or investment products. All fees are generated on hourly rates. The firm partners do not accept signature authority on any client bank accounts or other asset holdings.

    Miscellaneous

    Real Estate

    Our firm has an extensive and diverse background in the real estate industry serving clients involved in the development, investment and management of residential, commercial and hotel properties.

    We have represented clients in a variety of real estate matters including the following:

    • Structuring the acquisition and disposition of numerous real estate transactions with a specialization in tax and financial planning of Section 1031 like-kind real estate exchanges,

    • Entity structuring for partnerships and limited liability companies including:

      - The acquisition, transfer, sale, redemption and liquidation of a partnership/member interest,
      - Structuring the tax allocation and distribution provisions in the partnership/operating agreement,
      - Planning for the liquidation and dissolution of the entity.

    • Acting as the disbursement agent to contractors and sub-contractors for hotel development projects,

    • Interviewing, selecting, supervising and monitoring property management companies for residential, commercial and hotel properties including:

      - Assistance in preparing budgets and financial projections,
      - Analysis of real estate financial results versus comparable demographic statistics.
    • Real estate asset and investment diversification analysis including structuring ground lease and sale-leaseback transactions,

    • Workout analysis for troubled properties including assistance in bankruptcy related matters.

    Family Trusts

    Providing financial consultation to family member trustees of family trusts, has become a highly sought after service of our firm. We provide the high level professional assistance and guidance necessary to give your family an alternative to corporate or bank successor trustee situations.

    By surrounding a remaining family member successor trustee, with appropriate qualified professionals in any industry or capacity, we provide the atmosphere wherein your family maintains appropriate decision making capabilities surrounding the family assets remaining for your beneficiaries. Thus we allow your remaining family members the ability to have an input into the "strategic spread" of property holdings, capital preservation, income generation and capital growth decisions while surrounded by highly astute specialized professionals every step of the way.

    Our clients now have an alternative to appointing a corporate, bank, or family attorney as successor trustee, thereby maintaining the beneficial interests as primary, and legal ramification and conflict of interest issues secondary. The family trust is your "property distribution vehicle". Allowing your family to have "appropriate" control over their own financial future alleviates the problems encountered with trustees having no family historical or futuristic perspective.

    Through this service we provide the vehicle wherein the most competent professionals are engaged for trust management within a peer review environment, due to segregation of duties. Your family successor trustee will have access to highly qualified professionals in the following disciplines:

    • Legal counsel,
    • Real estate property management,
    • Business consultants,
    • Tax advisors,
    • Investment/Banking advisors,
    • Insurance specialists,
    • Accounting professionals,
    • Psychological counselors.
    WE TAKE THE ANXIETY OUT OF PLANNING FOR FAMILY SUCCESSION, and we are also available to assist you in the following areas of wealth planning:

         Guidance in the preparation of almost any trust scenario-
    • Revocable living trusts,
    • Irrevocable trusts,
    • Generation skipping trusts,
    • Charitable trusts,
    • Irrevocable life insurance trusts,
    • Educational trusts,
    • Spendthrift trusts.
    Coordination and assistance with estate planning and overall wealth accumulation planning, wealth transfer and business succession family planning advice.

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