December 22, 2012

How Do the Tax and Audit Teams Collaborate at Anders?

Anders is often engaged to complete both the tax return and financial statement audit. Prior to starting, the tax and audit teams have a planning meeting, and during the engagement, both teams gather and process information for the other, ensure reporting accuracy, and confirm that all of the client’s needs have been addressed. It takes both departments working together to provide the best service to the client.

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December 20, 2012

Fueled Roth Conversion with Proactive Tax Planning

We turned two years of significant business losses into many years of tax savings. Our client was able to convert $400,000 in a traditional IRA to a Roth without paying any tax. The family has already seen substantial tax-free growth in the new account.

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

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December 7, 2012

Guided Clients Through Tax Implications of Divorce

We helped our clients and their divorce attorneys through the division of assets, including significant stock options, to minimize the tax impact. We created an option exercise strategy and analyzed the tax basis and AMT basis on which shares of stock would provide the most benefit to each party.

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

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