Our experience with the taxation of U.S. citizens working abroad and foreign persons working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation. We ensure compliance with the most recent tax laws and have experience with the many risks inherent in international businesses.
Federal Tax Matters
Our team of professionals is dedicated to the complex and always changing terrain of federal income tax matters. From long-term planning to short-term cash flow management, we provide our clients with a comprehensive, proactive approach to the challenges and opportunities inherent in federal tax and all its complexities. BAG works with businesses and organizations of all shapes and sizes – multinational corporations, entrepreneurs, and everything in between.
Real Estate Tax
Our highly knowledgeable and dedicated team utilizes extensive experience with real estate investments to minimize your risk and optimize your value. Whether you are interested in purchasing property, optimizing cash flow, or planning for a tax-efficient exit, we are ready to assist you with your real estate needs.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for corporate continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Hedge Fund & Private Equity Tax
BAG’s professionals specialize in tax issues that affect hedge funds and private equity firms. We help hedge funds plan strategically to minimize their investors’ tax burdens, meet their financial goals, and comply with reporting regulations.
State & Local Tax
BAG’s dedicated, partner-led practice is experienced with tax regulations in every state, and in virtually every locality. Our team advises on all tax-related issues, including practices, processes, operations and multi-jurisdictional taxes. We work with our clients to proactively plan for all state and local tax responsibilities.
Nonprofit Tax Services
BAG’s Nonprofit Tax Services group provides relationship-driven service dedicated to the unique challenges facing nonprofits. We work collaboratively with organization leadership to develop strategies that minimize both tax burdens and compliance risk associated with all pertinent regulatory bodies. Our team helps nonprofit organizations understand their tax-exempt status, filing requirements, and steps to get back into compliance.
Certified Acceptance Agent Services
BAG is authorized to assist individuals and other foreign persons who do not qualify for a Social Security Number apply for an Individual Taxpayer Identification Number (ITIN).
Global Expatriate Services
BAG’s dedicated Global Expatriate Services team works openly and collaboratively with international executives and Human Resource managers at a wide range of companies, from startups to multinational corporations. We can assist with managing a global workforce, including retaining key talent, transition strategies, interpreting expatriate taxes, and implementing comprehensive payroll tax policies and procedures.
Tax Transaction Advisory Services
From transaction structuring and due diligence, to post-acquisition integration services, BAG’s dedicated Tax Transaction Advisory Services team deliver comprehensive, partner-led services to clients of all sizes. We can help you define an M&A strategy that assesses the changing landscape of your industry, competition, and clients. Based on that strategy, we can help identify opportunities and targets for growth in alignment with your business strategy.
Research and Development Tax Credit
Our team of professionals can help you determine whether your company is eligible to claim the R&D Credit. Any company, in any industry, that has devoted resources toward developing new products, processes, or software may be eligible.
BAG helps identify companies who would benefit from having a detailed engineering cost segregation analyses to increase cash-flow.
BAG’s dedicated team assists companies and their affiliates in dealing with the domestic and international tax consequences related to intercompany pricing issues.