Tax Planning and Preparation

RBF brings over 150 years of combined education and experience to the most complex taxation issues and problems our clients face. Just plain common sense helps us sort through mountains of facts, look past cookie-cutter solutions, and construct win-win results.

RBF's Tax Planning and Preparation Services Include:

  • Tax Planning for Organizations and Individuals:
    • Review and analysis of accounting methods
    • Merger and acquisition deal structure and tax consequences
    • Domestic and international business transactions
    • Federal and state tax credits
    • Business succession
    • Executive compensation
    • Not-for-profit advisory
    • Wealth management
    • Estate and gift
    • Divorce
  • Regulatory Compliance for All Entity Classifications/Structures and for Individuals:
    • Multi-state and international entity implications
    • Accrual issues and procedures
    • Most advantageous timing and structure for filings
    • Filing of a full range of forms for all purposes
    • Income tax accounting assistance
  • Tax Controversy Consulting and Representation
    • Federal and state rulings
    • Representation during a tax audit
    • Litigation support
    • Consulting for divorce purposes

Talk to a Partner

Bill Rucci, CPA, MST, CGMA: billr@rbfpc.com

Helpful Links

6 business tax breaks worth considering - if Congress lets you   
As lawmakers reconvene in Washington, there are a number of expired tax breaks that are slated for possible revival. RBF Senior Tax Manager Lenny Smith outlines six of them worth watching. More... 

How to reduce your taxes in 2014 RBF partner Bill Rucci reviews the new tax landscape, and offers some techniques and considerations that will lead to smarter tax planning this year. More...

The effect of a rising tax rate on capital loss carry-overs RBF partner Paul Bardaro examines the effects that such an increase will have on clients’ investing and tax planning strategies. More…

How long should you keep tax records? This handy guide may help if you're audited.

Russell Bedford International Tax Services Group A network of premier North American firms is standing by to help with multi-jurisdictional tax issues. More...