- Assisting a young, fast-growing high-tech company establish corporate structures and tax accounting methods to optimize operations and tax reporting.
- Helping the owner of a private company minimize his Net Investment Income tax and eliminate a potentially large Alternative Minimum Tax.
- Developing a reporting system for a large established retail chain to qualify for the research and development tax credit, for the first time in its history, for technology developments to its supply chain system.
- Assisting a U.S. producer of medical diagnostic equipment to structure its outbound activities to maximize foreign source income and foreign tax credits.