• We customize our services to fit the needs of each individual client. Below are some services we provide, but by no means is this list exhaustive. Because we work with a network of experienced accounting, tax and financial professionals, we are confident that we will be able to meet your financial needs.  Together, we will help you accomplish your financial goals.

    Individual Taxation: Tax consulting and compliance for active, high profile entertainers and high net worth individuals. Tax planning, review and tax analysis of legal contracts (360° and endorsement agreements). Interface with business managers, attorneys and other representatives on domestic and international tax issues. 

    Business Taxation: Financial oversight for closely held businesses and owners. Tax planning, charitable giving, private foundation support, business succession planning and stock option review.  Representative families include entrepreneurs, real estate holdings, investment, philanthropic and entertainment family offices (e.g., royalties, licensing agreements). 

    Financial Services: Implement accounting systems, accounting controls, cash flows, budgeting and accounting, financial due diligence for ongoing operations and on acquisition / sale transactions. 

    Estate and Gift Tax Planning: Assistance with formation or administration of family limited partnerships (FLPs) or family limited liability companies (FLLCs), charitable remainder trusts (CRTs), grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), defective grantor trusts. 

    Audit Representation: Represent taxpayers in IRS and state examinations.