Specialties
TAXATION
Individual, corporate, LLC, estates, gifts.
All related state returns
Consultations
Collection matters- representation, negotiations
Offer and compromises- representations
RECORD KEEPING
Books and records for all types of entities
CREDIT UNION CONSULTING
Credit Union supervisory audits
Credit union books and records
Credit Union BSA and OFAC audits
Compliance training
Policy and procedure review
Capital Markets- investment and asset/liability management reviews
Third party loan reviews