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Success Creates Complexity

Whether you’re a CEO restructuring a corporation or an individual evaluating estate planning options, managing the impact of taxes requires a comprehensive view of your short-term and long-term goals.

Fischer Cunnane’s clients can rest assured that we are evaluating the full range of options to achieve maximum tax efficiency in your business life and your personal life.

Our tax team professionals, who average 25-plus years of experience, include nationally recognized experts in areas such as corporate structure as well as specialists in various state and local jurisdictions.

In the event that your activities take you out of state or out of the country, our tax knowledge extends wherever you go. Through our affiliation with BKR International, we have access to additional tax and consulting expertise in more than 500 offices in more than 80 countries.

The complex challenges and opportunities facing corporate tax departments require thoughtful analysis and sophisticated solutions. That’s why CFOs, corporate tax managers and other executive leaders in publicly traded and privately held companies turn to Fischer Cunnane to outsource their tax departments.

We provide insights into the tax opportunities and ramifications of the full range of business decisions. Whether yours is an emerging business weighing the pros and cons of various entity structures, or a multinational corporation seeking a more tax-efficient corporate structure, Fischer Cunnane delivers tax-efficient strategies.

Because we are focused on our clients’ success, we go above and beyond to minimize and control tax liabilities while accomplishing long-term goals.

  • Proactive tax planning
  • Tax department outsourcing
  • Tax project outsourcing
  • Entity selection (S corp, LLC, C corp decisions)
  • Multi-state and local income tax planning
  • Sales and use tax consulting
  • Accounting for income tax provisions and uncertain tax positions
  • Merger and acquisition planning and due diligence
  • Succession planning and exit strategies
  • R&D tax credit
  • Payroll returns, state returns and withholding requirements

Successful individuals who are engaged in a variety of business and investment activities need to know that they are conducting those activities in a way that accomplishes their wealth accumulation goals. Comprehensive tax planning is a significant component of that strategy.

By definition, planning should start early. Whether you’re divesting real estate holdings or establishing trusts and other estate-planning vehicles, our tax team adds the most value when we are involved early in the decision-making process. Our tax team members, with an average of 25-plus years of experience, develop a thorough understanding of your business and personal goals, enabling us to create a personalized, integrated plan.

We also work in collaboration with your attorneys, investment advisors, insurance agents and other specialty consultants.

  • Individual income tax planning for executives and their families
  • Real estate holdings
  • Retirement planning
  • Alternative minimum tax (AMT) planning
  • Family limited partnerships and trusts
  • Charitable and philanthropic tax planning
  • Estate and gift planning
  • Stock options planning

Trust and estate management can be an overwhelming experience you may undergo multiple times in your lifetime. Fischer Cunnane ensures you don’t do it alone.

Executors and trustees depend on Fischer Cunnane when they are required to report their activities to beneficiaries and file reports that show they have fulfilled the duties of the trust. We provide detailed accounting and reports that document each transaction, while easing the burden on you.

We also support trustees and executors who are new or experienced in the tax process to understand the latest developments in tax filing of forms 709, 706 and 1041.

  • Tax planning, tax minimization and compliance
  • Wealth transfer strategies
  • Preparation of trust, estate and gift tax returns
  • Review of financial objectives

Fischer Cunnane offers full-service finance and accounting outsourcing services to help you increase profitability, control costs and make decisions based on data.

Some clients choose to outsource their tax department to Fischer Cunnane. Another option is to outsource certain tax projects such as state and local tax returns as well as earnings and profits studies.

Whether you require us to leverage your existing system or create a customized approach for your business needs, our goal is to provide seamless accounting services that lower costs and reduce errors.

As resource-strapped states are aggressively pursuing tax revenue and claiming nexus for a variety of activities, state and local taxes (SALT) have become a significant cost of doing business. Staying abreast of each state’s unique tax laws can place a strain on a business’s resources.

Fischer Cunnane’s clients outsource their tax challenges to us. Our multi-state tax team includes individuals experienced with state and local tax authorities in 49 states. When clients receive unexpected state and local tax notices, they know that we will handle all of the details and defend their tax positions until the issue is resolved.

By taking a proactive approach to tax planning, we can help minimize state and local tax costs from the outset. We start by identifying all of your multi-state activities that may trigger reporting requirements. Then we review the business’s growth plans and evaluate state tax rates and incentives to determine the most effective strategy.

  • State nexus review
  • Multi-state planning
  • Business apportionment analysis
  • Business tax credits and incentives
  • Sales and use tax
  • Income and franchise taxation
  • Property tax
  • Tax return preparation
  • Voluntary disclosure and registration
  • Fixed asset reporting

What are the accounting ramifications of your next real estate transaction? Before you structure a deal, you need to know.

Fischer Cunnane is involved in every stage of the investment property and investment life cycle and has experience working with all levels of stakeholders in real estate. Real estate investors, syndicates, private equity funds, landlords and property managers turn to Fischer Cunnane for tax compliance, tax planning and profitability analysis for their portfolio management and acquisitions.

From basic bookkeeping to tracking cash flow . . . whether your focus is local, regional or national, we can provide you with the right mix of experience to support your needs. We also assist in structuring of leases, joint ventures and consolidation.

Our goal is to provide you with clear financial reports so you can grow your next real estate venture.

  • Change in accounting methods for cost segregation
  • 1031 like-kind exchanges
  • Family limited partnerships
  • Succession planning
  • Partnership structure
  • Basis adjustment under Section 754 and 743

While tax-exempt entities enjoy many advantages, they also face major consequences when it comes to improper transactions and non-compliance. Fischer Cunnane can guide you through the complex world of nonprofit tax and help you avoid the pitfalls.

  • Private foundations
  • Tax-exempt organizations
  • Retirement planning (Form 5500)
  • Unrelated Business Income Tax (UBIT) planning

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