Accounting and Auditing Services | Tax Services | Specialized Services
As a business grows, so too does the need for effective tax planning. At John Gerlach & Company, a
significant portion of our practice involves helping client organizations keep pace with changing
business and regulatory climates in a way that minimizes taxes and maximizes the bottom line.
Our tax planning and evaluation services cover three major areas:
1. Business Management
- Multi-state operations and related issues
- Changes of accounting methods and/or periods
- Choice of entity planning
- Cost segregation services
- Net operating loss utilization and limitation analysis
- Research and development (R&D) credits
- Accounting standards (FAS 109) support
- Compensation planning (e, g., options, bonuses, etc.)
- Domestic production activities
2. Structuring Business Transactions
- Business formations, reorganizations and liquidations
- Syndications, partnerships, and joint ventures
- Mergers and acquisitions
- Changes in ownership of closely-held companies
- Sales of companies or lines of business
- Business consolidation research analysis and compliance
- Rate-of-return analysis on projects and/or transactions
- Like-kind exchanges
3. Family Business
- Preparation or review of tax returns
- Selection or change of entity analysis and planning
- Trusts, estates and family tax planning
- Business succession planning
Tax compliance | Estate and gift taxes | Tax and business planning | Tax controversies and representation | State and local taxes | International taxation
|
