Tax Planning & Services

Many financial events in your business and personal life can influence your tax position over a period of years. That’s why it’s so crucial to obtain expert advice on tax planning strategies available… [Read More]

Latest News

No more inconsistencies in estate tax and income tax basis

Effective for any assets that were reported on an estate tax, Form 706, after July 31, 2015, the value of the asset reported on the estate tax return must be used for income tax … [Read More...]

EB-5 Immigrant Investor Process and Tax Compliance

Before the EB-5 investor obtains a green card, if he/she spends less than 183 days in the U.S. for a three year period (calculation is based on a weighted formula), he/she will be … [Read More...]


Ed Lieber Explains - Our Focus is You
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