Wealth and business succession are concerns of every successful client. We work closely with their attorneys and other professional advisors to create succession plans that match the desires of the wealth holders with the needs of subsequent generations.
Our Certified Valuation Analysts determine the value of your business and investment interests for estate and gift tax purposes. They also act as consultants in establishing values to be used in gifting and management succession plans.
07.21.11 Harry Cendrowski and Walter McGrail author "Two Options for Tax Whistleblowers". The article compares whistleblower provisions of the Dodd-Frank Act with those contained in the Internal Revenue Code and demonstrates that, in most instances, tax whistleblowers will prefer to report issues to the Internal Revenues Service rather than the Securities and Exchange Commission.
12.01.10 John Alfonsi and Walter McGrail author "Taxation of Pass-through Entities". The article discusses income tax rules that apply to partnerships, multiple-member LLCs, S-corporations and, to some extent, REITs and RICs.
10.27.10 Harry Cendrowski and Adam Wadecki author "How Proper Incentives and Governance Create Long-Term Value." The article discusses the primary components of executive compensation plans, and the manner in which these components vary by the stage and maturity of an organization."
06.4.10 Harry Cendrowski and Jim Martin author "Proper Handling of Internal Investigations: Lessons from infoGroup" for the National Association of Corporate Directors (NACD). The article provides guidance for board members and audit committees regarding the conduct of internal investigations. It also provides detailed lessons learned from a recent SEC investigation of an audit committee chairman for his conduct in an internal investigation.
01.15.10 John Alfonsi and Walter McGrail author, "Partnerships and S Corporations: Not All Flow-Through Entities are Created Equal," in the January/February 2010 issue of The Value Examiner.