Tax Planning & 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 transaction planning
  • Securing R&D and other business tax credits
  • Securing Domestic Production Activities Deduction and other business tax deductions
  • Section 382 implications and NOL preservation
  • Business succession tax planning and considerations
  • Executive compensation / 409A compliance
  • Not-for-profit advisory
  • Wealth management
  • Estate and gift tax planning and compliance
  • Divorce
Regulatory Compliance for All Entity Classifications/Structures and for Individuals
  • Entity selection and classification, domestic and international
  • Multi-state and international entity implications
  • State tax nexus studies
  • Tax accrual issues and procedures
  • Most advantageous timing and structure for filings
  • Income tax accounting assistance
  • FBAR and FATCA tax filing compliance
Tax Controversy Consulting and Representation
  • Federal and state rulings
  • Representation during a tax audit
  • Due diligence
  • Litigation support
  • Consulting for divorce purposes


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