Lotus Notes

Accounting Periods & Methods:
IBNR Medical Claims
Intercompany Service Expense
NOL Review

Business Taxation
Recession Client Service Review
Tax Client Review

Credits
R&D Credit XTS

Depreciation
Cost Segregation Studies
Gold Course Depreciation Review

Employee Benefits & Compensation
Protective FICA Refund Claims Related to Supplemental Unemployment Compensation

Estates Gifts & Trusts
Charitable Remainder Trusts, XTS
Conservation Easement
Estate Planning XTS
Grantor Retained Annuity Trust
Irrevocable Life Insurance Trusts
Private Annuity
Qualified Personal Residence Trust
Sale to an Irrevocable Defective Grantor Trust XTS

General
Letter Ruling Request
Protest Letter

International Taxation
Extraterritorial Income Exclusion
Form 5471 and Earnings & Profits Study Templates
IC-DISC Formation & Maximization
Transfer Pricing Services

Inventories
Inventory Price Index Computation

Mergers & Acquisitions
Tax Due Dilligence

S Corporations
C to S Corporation Tax Analysis
S Corporation Stock Sale With and Without Sec. 338(h)(10) Election

Shareholder Transactions
Buy-Sell Agreements

State Taxation
Managed Sales & Use Tax Audit
Multi State Tax Services
State Tax Analysis and Resolution (STAR)
Voluntary Disclosure