services & industries

Taxation

 
It is not just crunching numbers; it is working intimately with our clients to identify their personal and business objectives and needs, to tailor our resources to meet their goals and to ensure that, at the end of the day, the tax results are consistent with our clients' business and personal desires. We have the experience and the track record to assist our clients in every phase of tax law. Our commitment is to serve our clients on an integrated and multi-disciplinary basis, using the Internal Revenue Code, Treasury Regulations and rulings, as well as federal and state case law as foundations for sound business and tax planning while coordinating each client's income, estate and gift tax issues with their business, family and interpersonal affairs. Our clients are individuals and sole proprietors, as well as closely-held businesses including corporations, limited liability companies, general and limited partnerships as well as publicly traded corporations. We provide practical and proactive thinking, and we use sound and well-established financial, business and tax planning principles to mitigate our clients' respective tax burdens.
 
Our Services Include
 
  • Individual and Corporate Income Tax Planning
  • Limited Liability Companies, General and Limited Partnerships, S Corporations
  • Mergers, Acquisitions, Reorganizations, Spin-offs and Split-ups, Redemptions and Liquidations,
  • Selection of Business Entity
  • Business Succession Planning
  • Owner "Buy-Sell" Arrangements
  • Deferred Compensation Arrangements
  • Qualified and Non-Qualified Stock Option Plans
  • Qualified Retirement Plans – Pension Plans, Profit Sharing Plans,
    401(k) Plans, 419 Plans, ESOPS, Target Benefit Plans
  • Charitable and Other Tax-Exempt Organizations
  • Charitable Trusts and Private Foundations
  • Marital, Premarital and Divorce Planning and Negotiation
  • Tax-exempt Financings
  • Tax Opinions and Private Letter Ruling Requests from the Internal Revenue Service and Department of Revenue Services
  • Connecticut Sales and Use Tax Audits and Litigation
  • Federal and State Corporate, Limited Liability Company and Partnership Income Tax Audits, Litigation and Appeals
  • Federal and State Individual Income Tax Audits, Litigation and Appeals