October 25, 2012

Saved Unemployment Taxes with Tighter Controls

October 9, 2012

Captured $145,000 in Revenue for Specialty Group

Through a revenue charge capture analysis, we uncovered $145,000 in lost revenue at a five physician specialty group. We worked with our client to identify the root causes and created systems to prevent future leakage.

Learn more about our Health Care expertise.

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October 9, 2012

Created Trust to Fund Charitable Contributions, Protect Estate

After inheriting a significant amount of money, our client turned to us to help set up a charitable trust. Through the trust, we helped our client make annual charitable donations while removing a significant amount of money from her taxable estate. The trust was funded with low-basis stock, and each year our client sells a portion of these shares to obtain the cash needed for donations. Any capital gains are offset by the trust’s charitable deduction.

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

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October 9, 2012

Deferred Taxes Through Multi-Property Exchanges

We helped a private real estate investor execute multiple 1031 exchanges. Like-Kind exchanges allow for the transfer of ‘like-kinds’ of investment property between taxpayers on a tax deferred basis. By using a combination of different strategies, we were able to defer $365,000 in taxes for this investor over a five-year period.

Learn more about our Tax Planning and Compliance services and Real Estate expertise.

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