Private Equity

Private equity, broker/dealers and investment advising 

 

Our firm has extensive experience with private equity groups, broker-dealers, and investment advisors. We have the experience and knowledge to help guide through regulations and complicated tax issues.

 

Services we offer include:

 

  • Tax preparation for investment entities
  • Tax minimization strategies
  • US and foreign tax reporting requirements
  • Accurate financial reporting
  • CFO advisory services
  • Asset sale and exit strategies
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