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RECENT success stories

  • Structured US subsidiaries for foreign parents.
  • Financial presentation for 8-figure capital raise. 
  • Advised on business intelligence software private placement 7 figures.
  • Advised on US taxation of Hong Kong offshore holding company.
  • Secured numerous credit line renewals small business.
  • Business plan review and integration of GAAP projections.
  • Worked with insurance professionals implementing defined benefit plans.
  • Structured stock sale and asset sales for clients.
  • Advised numerous clients on new income tax NEXUS rules in 20 states.
  • Coordinated install of several small business 401K plans.
  • LLC versus S Corp versus C Corp decisions.
  • TAX REFORM & JOBS ACT planning and compliance