A successful mid-sized business with multiple entities engaged our firm for strategic tax planning & compliance. Though profitable, their structure had grown complex, & they suspected they were overpaying.
Our discovery process uncovered over $1.2 million in immediate tax savings, along with long-term opportunities in estate planning and entity strategy.
Through our Tax Discovery Process, we identified & implemented the following strategies:
Our strategic tax planning helped this client reduce immediate tax liability by over $1.2 million while setting the foundation for long-term growth, succession, and continued savings.
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BGW is the brand name under which BGW CPA Co, LLP and BGW Advisors, LLC provide professional services. BGW CPA Co, LLP and BGW Advisors, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. BGW CPA Co, LLP is a licensed independent CPA firm that provides attest services to its clients. BGW Advisors, LLC and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities falling under the BGW brand are independently owned and are not liable for the services provided by any other entity providing the services under the BGW brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by BGW CPA Co, LLP and BGW Advisors, LLC.
