June 20, 2012

Organized Asset Schedules to Save Thousands in Taxes

When our client came to us, their fixed asset schedules were in total disarray. We developed a process to determine which assets to capitalize and which to expense. We also cleaned up their personal property declarations, removing tens of thousands of dollars of equipment the company didn’t own anymore. We saved them thousands in personal property taxes over several years.

Learn more about our Tax Planning and Compliance services and Construction expertise.

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June 9, 2012

Used QPRTs to Reduce Estate Taxes

We worked with a family to set up a Qualified Personal Residence Trust (QPRT) for their primary residence and a second home, transferring the property to their children without any estate tax. This removed a combined $1.5 million and any future appreciation from their estate. They remained in the house beyond the term of the trust, paying rent to the children and further reducing the overall value of the estate.

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

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June 1, 2012

Class Action Matter Involving Alleged Transfer of Insurance Policies

Joint expert services in a class action matter involving detailed review of lost commissions to experienced sales personnel from the alleged transfer of insurance policies to younger, less experienced agents.

Learn more about our Forensic and Valuation services.

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