Business planning taxation examinations

We collaborate, both internally and with you, to continually identify planning opportunities that can help minimize taxes, maximize profits and often offset the investment you make with us. Our top-tier tax team, with numerous advanced tax degrees and plus hours of technical training and research each year, which is well beyond state licensing requirements, focuses on the most complex business and high-net-worth individual tax needs. We even meet once a week to stay abreast of the evolving tax landscape and to collaborate on practical, unique ideas and ways to apply them within the tax law. We work with C Corporations, S Corporations, partnerships and LLCs, from start-ups to billion dollar companies, in just about every industry.

Business planning taxation examinations

He is the legal and technical advisor to the Industry Director and her staff of managers and revenue agents who focus compliance efforts on high wealth individuals and their controlled enterprises.

He has had program oversight for two national tax shelter projects which involved providing strategic advice on global settlement initiatives, case development, and litigation.

He joined the Internal Revenue Service as a revenue agent and later became an appeals officer while earning his law degree in the evening. During a break in service from the Office of Chief Counsel, Jim was associated with a law firm in New Jersey where he concentrated in the areas of tax planning, estate planning, IRS dispute resolution, and tax litigation.

Jim is a member of the bars of New Jersey and Pennsylvania. He business planning taxation examinations also a Certified Public Accountant Pennsylvania license presently inactive. Jon has particular expertise in structuring complex joint ventures, restructurings, acquisitions, and dispositions involving operating businesses and real estate assets.

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He frequently publishes articles in leading tax publications and speaks at professional conferences across the country. In this capacity, Todd is responsible for the delivery of all state and local tax services to Philadelphia area clients.

Todd has over 30 years of experience in all aspects of multistate tax planning and consulting, with specialization in indirect taxation. Todd has extensive experience with the leasing industry, including consumer automobile leasing, fleet leasing and equipment leasing. In this regard, he worked with businesses to implement indirect tax and exemption certificate systems, integrate process assessments and improvements, and provide state audit representation.

He also holds a Six Sigma Black Belt certification. Joe has 30 years of experience focusing on the taxation of financial institutions generally and on international tax issues.

Joe has experience with a wide range of tax issues, including: Transfer pricing issues in the U. Villanova University School of Law, J. He also has over 35 years of multifaceted tax experience including: He was significantly involved in a wide range of issues including highly publicized IRS efforts to i address off-shore tax evasion, and ii increase transparency by business taxpayers.

Key information

In his role at PricewaterhouseCoopers, Professor Harvey provided CEOs, CFOs, and Tax Directors of the largest multi-national financial institutions with guidance and counsel regarding the leading tax and accounting issues.

He is a nationally recognized expert in the financial accounting for income taxes e. In addition, Professor Harvey provided extensive tax consulting advice to companies around the world on various technical tax issues.

Treasury Department, Office of Tax Policy, and participated extensively in the negotiation and implementation of the Tax Reform Act.

He has also testified before Congress on the international tax planning done by Apple, Inc. Before joining the library staff at Villanova School of Law, Mr.With an advanced degree in taxation and extensive practical experience in tax planning, Cliff is relied on to formulate strategies to utilize the ever-changing array of federal and state tax laws – and relevant treaties – to clients’ benefit.

business planning taxation examinations

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Tax Controversy

If you’re. Eggshell Audits: Handling IRS Examinations of Closely Held Businesses When There are Criminal Tax Issues; Dallas Bar Association Section of Taxation, Dallas/January ; Chamberlain, Hrdlicka, White, Williams & Aughtry 35 th Annual Tax & Business Planning Seminar, Houston/November The State Bar of California offers California lawyers the opportunity to become certified in 11 areas of law practice.

RMIT University acknowledges the people of the Woi wurrung and Boon wurrung language groups of the eastern Kulin Nations on whose unceded lands we conduct the business of the University.

His experience includes Internal Revenue Service practices and procedures, audits and examinations by tax authorities, corporate income taxation, Louisiana income and sales taxation, tax planning for closely-held businesses, trusts, and estate planning.

Diploma in Business Management | Business Management Courses/Programme | NMIMS Distance Education