Tax

Tax

Don’t write off expert tax planning. Our savvy professionals approach tax planning and preparation as an opportunity. We take the time to get to know you and your business and develop a personalized plan that meets your unique needs—whether local, state, federal or international in scope.

Our clients find us to be a great resource for all of their tax issues—both business and individual. Proficient and current on tax laws and IRS regulations, our tax professionals look at all angles within the tax code to come up with the best solution. The right strategies can significantly improve your bottom line and deliver results that exceed your expectations.

Tax

Tax Planning

  • Analysis of tax consequences for mergers, joint ventures, acquisitions and divestitures
  • Entity choice analysis
  • Year-end tax consulting to defer or accelerate income and deductions
  • Comparison of tax consequences of financing techniques for capital expenditures
  • Cost segregation studies
  • Analysis of depreciable lives and methods of property, plant and equipment
  • Year-end income analysis for individuals and businesses

Credit Analysis and Preparation

  • Research and development tax credit analysis and form preparation
  • Analysis of state credits available
    • Hoosier Business Investment Credit
    • Indiana Economic Development for a Growing Economy (EDGE) credit
  • Energy tax deductions and credits
  • Production deduction analysis

Estates and Trusts

  • Fiduciary income tax return preparation for simple and complex trusts
  • Revocable and irrevocable
  • Charitable remainder, lead and grantor annuity trusts
  • Fiduciary return preparation for estates
  • Estate and inheritance tax return preparation
  • Gift and generation skipping transfer tax return preparation

Representation Before Tax Authorities

  • Responses to government notices and levy actions
  • Representation before U.S. Tax Court
  • Representation in the federal and state appeals process
  • Obtaining letter rulings on proposed transactions
  • Obtaining approvals to change accounting methods and periods

Tax Preparation

  • Tax return preparation and planning for businesses and individuals
  • Payroll tax return preparation and planning
  • Extension and estimate preparation
  • Excise tax return preparation
  • Electronic filing and document organizer option
  • Accounting method determination and filings
  • Preparation of individual income tax return—including high net worth individuals and all state residents
  • Partnership, S corporation and regular corporation tax return preparation
  • Trust return preparation
  • Estate return preparation
  • Property tax return preparation
  • Payroll tax return preparation
  • Sales and use tax return preparation
  • Look-back calculations

SALT

  • Sales and use tax planning
  • Property tax exemption studies
  • Multi-state income tax return preparation and planning
  • Multi-state sales and use tax return preparation
  • Personal property tax planning and return preparation
  • Delinquent Filer Program/Voluntary Disclosure Program
  • Controversy/audit defense
  • Administrative appeals
  • State viability analysis

International

  • Foreign national and expatriate executives
    • Foreign earned income exclusion and housing exclusion-Form 2555
    • Dual status and non-resident aliens-Form 1040NR
    • Pre immigration planning
    • Coordinating retirement distributions from multinational plans
    • Minimize taxes based on totalization agreements
  • Multinational tax planning
    • Foreign tax credit planning-Forms 1116 and 1118
    • Export incentives-Form 1120 IC-DISC
    • Entity selection to minimize withholding taxes
    • Analyze benefits of tax treaties
  • Foreign Information reporting
    • U.S. owned foreign corporations- Form 5471
    • Foreign owned U.S. corporations- Form 5472
    • Foreign owned U.S. branches- Form 1120F
    • U.S. tax withholdings- Form 1042
    • Foreign partnership- Form 8865
    • Foreign single member LLC - Form 8858
    • Individual foreign investment- Forms 8938 and FinCEN 114

Interested in contacting someone in our tax group? Connect here.