Our Services – Mazars

	Our Services

Tax Services

Any effective wealth or financial strategy must consider the impact of taxes. Mazars offers a combination of sophisticated tax planning, consulting and compliance services with our signature high level of personal attention. Gaining an understanding of your unique needs allows us to focus on uncovering opportunities for tax savings so that you can concentrate on building, protecting, and preserving your wealth.

Our tax services include:

• Tax Compliance (Personal, Gift, Estate, Fiduciary, Business, Payroll)
• Transactional (Purchases, Sales, Structuring)
• Income Tax Planning (Projections, Strategies)
• International (Inbound and Outbound)
• State and Local Tax (nexus, allocations, etc)
• Tax Controversy
• Tax Reporting and Withholding
• FATCA
• GAAP/IFRS Disclosures
• Cost Segregation
• Corporate Structure
• FBAR Reporting
• Pension, Benefits and Compensation

Expatriate Compliance and Planning

• Global Investor (Foreign Account, Asset Reporting, Structuring)

– Structuring ownership and identifying strategies to safeguard assets
– Minimize taxes and enhance the growth of such investments

• Global Executive (Equalization, Foreign Credits, State and Local)

– Assist with navigating the tax laws of two or more countries
– Clarification on various tax treaties and how they affect after tax earnings
– Ensure compliance with all filing requirements

Financial Planning and Advisory

Our highly personalized solutions help you, your family and your business meet your financial and personal goals. We work as a key member of your team of professional advisors to address all areas of your financial planning needs.

Many clients call upon us to assist them with estate, gift, trust, and charitable planning. We are available to review any existing wills and established trusts to ensure that your estate’s administration is taken care of and that these important items are up to date and in accordance with both your wishes and any eventuality that may occur. Our professionals will work with you and your team of advisors to create a succession plan that makes sense for you for various events you may encounter such as the sale of your business, a disability or death. We also offer philanthropic strategies, compliance and governance guidelines for foundations you have created.

Estate, Gift, Trust and Charitable Planning

• Gift and Estate Strategies (Succession Planning and Wealth Transfer)
• Document Review (Wills, Trusts, DPOA)
• Philanthropic Strategies (Foundations, CRATS, CRUTS, CLTS)
• Legacy Planning and Elder Care Planning
• Asset Protection
• Estate Administration and Fiduciary
Accountings

Entrepreneurial Business Services

• Assist with Start-Up Activities (Formation, SS-4, S Elections)
• Set Up Accounting Systems (Training,
Implementation)
• Outsourcing Functions (G/L, A/P, A/R, Payroll, QuickBooks)
• Accounting Assistance and Oversight (Reviews, Compilations, Audits)

Compensation and Benefit Services

• Qualified Retirement Plan Strategies
• Deferred Compensation Strategies
• Equity Based Compensation (NQOs/ISOs)

Cash Flow, Education and Retirement

• Cash Flow Analysis (Including Retirement
Simulations)
• Education and Event Funding (529 Plans, Real Estate Purchase)
• Financing Strategies (Personal Mortgages,
Business Loans)

Through our RIA, or working with your
existing advisors, we can assist with:

Insurance Advisory Services

• Needs Analysis and Evaluation Coverage
• Consulting Services/Sophisticated Strategies
• Product Options (Life, Health, Dbl, Group, LTC)

Investment Advisory Services

• Asset Allocation and Strategic Planning
• Manager/Fund Selection and Evaluation

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