Construction

The accounting practices and tax provisions that affect contractors and real estate developers are unique, and you can’t afford to have your auditor or tax advisor learning the industry on your time. Overlooking valuable tax breaks can cost you money, and poor accounting practices can impact your company’s financial stability. We have experience across a wide spectrum of the industry – including general and specialty contractors, home builders and real estate developers.  Read more…

Manufacturing, Distribution and Retail

As a manufacturer, wholesale distributor or retail business, challenges and uncertainty continue regarding the cost of healthcare, state and local tax regulations and increasing costs by your suppliers.  We offer planning services to assist you with taking advantage of these opportunities and navigate the risks.  Read more…

Family Office Services

We employ a disciplined and structured approach to work closely with families to manage their personal affairs and ease the burden of their administrative responsibilities. We offer a broad range of services which are coordinated with key family and business team members.  Read more…

Healthcare

The healthcare industry is consolidating. With industry reform creating new incentives for hospitals and physicians to work together, a record number of mergers and acquisitions, joint ventures and affiliations are transforming the healthcare landscape like never before.  We have the experience and detailed knowledge of the emerging healthcare business model .  We provide tax, accounting, consulting, and valuation services for hospitals, physician groups, surgery centers and healthcare management teams.  Read more…

Hospitality

We know a thing a two about Southern hospitality. That’s why we’re the ones you turn to for your restaurant, food-service, hotel, and franchising needs. Whether you’re thinking about opening your own restaurant, or just need someone to balance the books, we can serve your needs.  There are many accounting issues unique to lodging, hotels and restaurants. Whether it is a question about tip reporting, food and liquor costs or a sales tax audit, we can help. Operating a successful restaurant or hotel can be overwhelming.  Read more…

Not-For-Profit

We understand the unique set of challenges facing not-for-profit clients. Our team of experts is here to guide you through the complex tax laws and regulations that govern not-for-profit income taxes including preparation of applicable tax returns. We provide our clients with assistance in planning in connection with unrelated business income tax (UBTI), policies and procedures and excise taxes. Not only have we served many not-for-profit entities to date, many of our associates currently serve on boards of philanthropic organizations, volunteer in the community, and raise funds benefitting numerous tax-exempt organizations throughout Birmingham and Alabama.  Read more…

Professional Service

As a professional service firm, we understand that time is money.  When professionals spend time on accounting, tax, technology implementation or other non-core business functions, they lose valuable time that could be devoted to clients.  Our clients include law firms, architects, engineers, public relations and advertising firms and management companies.  Read more…

Real Estate

Birmingham has always been a hub of real estate activity, and our team of experts is there to help you every step of the way. Whether you’re a developer or management company, we have the expertise and knowledge to help you stay on top of real estate tax laws, changes in the market, development financing and state income tax issues.  Read more…

Technology

Technology companies face more challenges today than ever before. They need an accounting firm that understands their critical success.  We currently serve software developers, website developers, technology support services.  Read more…


 
Non-Tax Family Issues in Estate Planning

Non-Tax Family Issues in Estate Planning

Under current law, the estate tax exemption is $5,490,000 per person or $10,980,000 for a married couple. Assets in these ... Read More
Multi-State Tax Issues

Multi-State Tax Issues

As wholesale distribution companies continue to grow and stretch their physical and economic footprint, salespersons, delivery vehicles, and support personnel ... Read More
CCH Tax Briefings: 2017 YEAR-END TAX PLANNING

CCH Tax Briefings: 2017 YEAR-END TAX PLANNING

Tax Reform, IRS, Court Decisions, and More Add to Uncertainties at Year-End ©2017  Wolters Kluwer. All Rights Reserved. Year-end 2017 ... Read More

Industries
 Construction
 Distribution
 Family Office Services
 Healthcare
 Hospitality
 Manufacturing
 Not-For-Profit
 Professional Services
 Real Estate
 Retail
 Technology