Tax Compliance Individuals
Your
Local Accounting and Tax Specialists for Individuals.
OVER 35 YEARS OF BUSINESS CONSULTING IN SOUTH JERSEY
The Tax
Practice The Caglioti Group
offers a full
complement of personal
tax planning
and tax compliance
including high
net worth, individuals, domestic and internationally.
The practice
is
comprised of professionals,
all of whom
have more
than 20
years of experience.
Tax Compliance Individuals
Monitor Federal, State, and Local estimated tax requirements in order to determine idea timing and amount of tax payments for optimized cash management while avoiding penalties.
Review of international investments and preparation of U.S. Department of Treasury filings required of United States taxpayers with financial holdings outside of the United States
Preparation Federal, State, and Local Income tax returns including tax returns for individuals with business interests and filling requirements in multiple states and outside of the United States
Tax Planning: New & Existing Clients
Review prior years returns
Identify tax planning opportunities including recommendations for tax savings opportunities that may be harvested by use of amending prior years returns that are within the statutory period for filing
Regular contact and meetings with client in order to discuss and understand business plans and opportunities
Identify optimal strategies for minimizing overall tax burden, including assistance with choice of entity, domicile, and providing reports on tax burden associated with various choices.
Monitor foreign tax credit, net operating loss, tax credit and ot he r tax attributes for expiration dates and favorable use in current or future tax periods.
Analysis of proposed transactions for Alternative Minimum Tax implications.
Preparation of Interim and End of Year tax projections in order to maintain an up to date estimate of Federal, State, and Local tax burdens.
Analysis
of investment
portfolio performance
to determine
track and estimate
additional taxes
on investment income
Expatriate Tax Services
Pre-assignment and post arrival consultations with employee to discuss U.S. or other home country tax implications of assignment
Calculation of individual estimated actual and/or hypothetical tax
liabilities and net take home pay
Preparation
of tax
equalization
and tax
gross-up
calculations
Preparation
of
required
U.S. Federal,
State,
and Local
tax
returns
Multi-Jurisdictional Tax Advisory Services
Review client operations to determine nexus and compliance with all state and local filing requirements including Income Tax, Sales and Use Tax, and Property Tax
Prepare filings required to receive benefits of business incentives and tax credits
Review US and Foreign Country Tax Treaties to ensure maximum tax benefits
Tax Representation
Respond to
and defend
against Federal,
State, and
Local Tax
Notices and
Assessments
Sample Engagements
Advisor
for numerous
physicians,
attorneys and
other professionals
providing tax
planning and
compliance services
and coordinating engagements with
bankers,
attorneys, insurance
professionals
and other
professional
service providers
to
provide comprehensive
business planning.
Provided tax
planning
and compliance services to
professional athletes with
tax exposure in multiple
states and internationally
Advised client
in conjunction
with sale of
business to minimize tax burden
while
achieving family and
philanthropic objectives
Advised highly compensated group of executives to achieve most favorable tax reduction by identifying best timing of state income tax payments required as result of receipt of extraordinary income item
Reviewed stock option transactions and tracked/computed historical cost basis in order to ensure accurate reporting and to minimize tax liability