Areas of Expertise: Tax Compliance
Almost every business transaction or investment decision is driven by tax implications. Whether a client is considering how to structure a transaction involving securities, real estate, or business assets, or is undertaking any major financial strategy, tax advice may significantly impact the final decision.
Our tax department is engaged in ongoing research, planning and consulting services for businesses and individuals. The combination of technical skills, continuing education, and creativity of our tax professionals helps clients to survive and prosper in an increasingly complex environment. Through our affiliation with AGN International, we also provide specialized services on an international level.
Our tax planning and compliance services include:
Corporate, partnership, trust and individual tax planning
Family business tax planning
Preparation of tax returns
International, State and local tax consulting
Retirement planning
Estate and gift tax planning
Estate and gift tax return preparation
Merger and acquisition planning
Understanding multi-state tax issues
Representation before the IRS or other authorities
Planning for real estate transactions (tax free exchanges, buy, sell)
For more information regarding tax planning and compliance services contact:
Regina M. Montagna (410-213-8700)
Brian J. Stetina (302-674-4305)
