Tax Services
Make intentional and smart tax decisions.
Proactive tax planning is essential to preserving wealth and minimizing tax burden. Tax laws are increasingly complex and can have long-lasting impacts on business and personal finances. With constant shifts in the economy, technology, and legislation, making informed tax decisions and navigating financial opportunities is challenging.
Why partner with RS&F?
Working with RS&F means more than just ensuring your taxes are filed correctly. Our team of tax professionals has the expertise to mitigate your tax liability and provide real-world strategies that help you plan for the future. We have a dedicated team for our tax clients with many years of experience working with sophisticated clients. Additionally, we have a tax planning department focused on tax structuring and transactions.
We help clients position themselves for the future and focus on the bottom line.
Our team is committed to helping clients understand future economic and tax consequences and developing tax planning strategies to structure their financial situation in the most beneficial, legal manner, maximizing profit and reducing tax liability. We develop tax models that project near-term tax obligations and incorporate sensitivity analysis to make decisions for the future.
Tax Planning and Compliance Services
We offer an array of tax advisory, compliance, and planning services to help clients chart the most effective course of action. Areas of expertise include:
- Aircraft taxation
- Corporate tax planning and compliance
- Cost segregation studies
- Family gift, trust, and estate planning
- Individual tax planning and compliance
- Mergers and acquisitions
- Qualified Opportunity Zones
- State and local taxes (SALT)
- Tax projections
The Book on Qualified Opportunity Zones
David S. Rosen, Esq., CPA, serves as the Chair of RS&F's tax department, and Vadim Ronzhes is a Tax Director with the firm. They are widely recognized for complex and creative tax planning on behalf of real estate developers, large, closely held businesses, and ultra-high-net-worth families (including family office clients). Leveraging their legal and accounting background, David and Vadim bring practical advice to business structuring and restructuring, mergers and acquisitions, and estate planning topics. As the opportunity zone program has advanced, David and Vadim have emerged as two of the leaders in the industry, advising on many of the largest QOZ projects in the U.S.