Trusted advisors... Solving your problems
Problem: "One of my clients has owned apartments over the past 10 years. He could only depreciate his buildings over a period of 27.5 years, hurting his after-tax cash flow." Solution: "We did a cost segregation study of his buildings, took advantage of a new IRS procedure, and saved the client over $400,000 in taxes." - Jim Poole, CPA Problem: "A client recently called to tell me someone had offered to buy her business. She wanted to know what it was worth." Solution: "Our business valuation team worked with the client to show her a fair range of values for her business. We also helped her develop a negotiation strategy resulting in the most tax effective way to sell it."
- Bob Cunningham, CPA, CFE Problem: "One of our clients was facing over $5 million in estate taxes." Solution: "We worked with the family’s attorneys and other advisors to establish a long-term estate plan resulting in a $3 million tax savings."
- Richard Reitano, CPA Problem: "A local medical clinic’s retirement plan lacked flexibility and investment options." Solution: "We suggested they redesign the plan with a 401(k) Safe Harbor feature that enabled them to save over $30,000 per year. Also, as a result of this change, each physician was able to increase his own retirement contribution by $10,000 per year." - Mary Ann Mosal, CPA Problem: "A company’s annual audit is viewed as stressful to the company’s staff and management and disruptive to the normal flow of business operations." Solution: "Our audit team makes the audit process as painless as possible. We always try to send an audit team that is familiar with that client. An important role of our audit involves offering solutions to improve financial and business operations after identifying problem areas. Our involvement with our clients continues throughout the year; this has proven extremely beneficial to their financial well being." - Alan Arrington, CPA | 
