Tax Planning & Compliance

There are tax implications associated with virtually every business transaction and investment decision. Given that fact, good tax advice and strategic planning can have a significant impact on how business deals are structured and how investment decisions are made.

Mergers & Acquisitions is a perfect example. In today's economic environment, buyers and sellers must have a complete understanding of the issues involved if the deal is to work out favorably for both parties. When the M&A involves companies doing business internationally, the situation becomes that much more complicated.

At Edelstein & Company, our tax professionals have a combination of skills, training and creativity that helps our clients survive and prosper in an environment of increasing complexity and scrutiny.

At the same time, we frequently work with clients in the area of personal financial planning, providing them the guidance and insight they need to maintain and grow their net worth.

We offer Tax Planning and Compliance services in the following areas:
• Personal financial
• Family business tax and succession
• International tax
• State and local tax
• Estate and gift tax
• Merger & acquisition