aBIZinaBOX Tax & Financial Advisory
Integrated Financial Advisory, Tax and Technology Consulting Services
- Tax compliance with particular strength in pass-thru entities such as Limited Liability Companies, partnerships and S Corporations, and specialty real estate entities such as REITs
- Tax consultation, transaction structuring and implementation for real estate in all phases of project life cycle for real estate [acquisition, development, lease up, operations, disposition] with extensive experience with tenant in common interests and IRC Sec 1031 tax deferred exchanges
- Tax planning and transaction execution for closely held businesses including inter-generational transfer of assets, such as real estate and closely held operating businesses
- IRS controversy and collection representation including installment agreements, Trust Fund Recovery Penalty, and Offers in Compromise, and tax issues in Bankruptcy
- Tax planning and operations for distressed debt obligations [particularly real estate backed instruments] including use of the salesforce.com and Force.com platform to create an integrated system for working distressed note portfolios

