To offer a comprehensive suite of high-level financial solutions, we collaborate with a network of trusted strategic partners. This enables us to support complex, specialized requirements with expert oversight:

• Cross-Border Tax Compliance: Preparation and planning for US tax returns for individuals and dual-status entities.
• Corporate Restructuring & Rollovers: Execution of Section 85 rollovers to defer capital gains tax during asset or share transfers.
• Business Valuations & M&A: Precise business valuations, transaction structuring, and deal support for mergers and acquisitions.
• Corporate Recovery & Bankruptcy: Practical turnaround solutions, debt management, and formal insolvency advisory services.
• Asset Protection & Risk Management: Wealth and asset structuring designed to shield business and personal assets against future liabilities.
• Litigation Support & Expert Witness Services: Forensic accounting, litigation support, and expert witness testimony for legal disputes.
• Employee Benefit Plans: Structuring competitive health, dental, and group retirement solutions to attract and retain top talent.
• Review & Audit Engagements: Independent assurance and review services to meet lender, investor, and regulatory requirements.