April 20, 2012

Turned Passive Losses into Tax Gain

Our client sold a rental property for a very small gain. We helped him uncover the suspended passive losses that became deductible upon disposition. Further, we advised this client to convert $100,000 of a traditional IRA to a Roth. Thanks to the deductible rental losses, no tax was due on the conversion.

Learn more about our Family Wealth and Estate Planning and Tax Planning and Compliance services.

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April 9, 2012

Strengthened Internal Controls to Reduce Warehouse Space

We were engaged to help a distributor study they way they track, value and record inventory. We uncovered numerous ways to improve internal controls, building internal confidence in its inventory costing and cycle count processes. Through a review of the purchasing process, we helped the company identify excess and obsolete inventory, in turn reducing their need for warehouse space and leading to significant savings.

Learn more about our Audit and Advisory services and Manufacturing and Distribution expertise.

 

 

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April 9, 2012

Prepared Detailed Economic Damages Opinion for Rebuttal

Analyzed financial information and prepared detailed economic damages opinion to rebut opposing expert alleging churning of investment account in a National Association of Securities Dealers Arbitration matter.

Learn more about our Forensic and Valuation services.

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