As accounting and tax advisors, we are in a unique position to advise our clients on issues and opportunities relating to their business. We become a value-added member of our client's advisory team, available to consult on all aspects of their business.
- Implementation of pension plan lump sum buyout of terminated vested participants to avert significant workforce legacy costs and minimize risk.
- Client representative for successful bidding and execution of North American insurance package, including general liability and employee compensation coverages.
- Identification of client saving opportunity relating to excess long-term rental arrangements.
- Review of company stock issuances and the ownership change testing rules, preserving the availability of tax loss carryforwards.
- Assistance with bank financing arrangement relating to new building purchase, including long-term asset financing.
- Identification of key employee enhanced retirement plan defined opportunity, including safe harbor analysis and impact on employer cash flows.
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To learn more about how this service could benefit you, email us at firstname.lastname@example.org