Tax

All tax services are not equal. At Rodman, we are innovative in our approach to tax planning and strategy. We view tax planning and preparation as a year-long event. As a result, you can count on real-time guidance and practical advice from us throughout the year to minimize your tax burden and maximize your opportunities.

We specialize in four areas of tax planning, consultation, and preparation:

We collaborate with you across the business life cycle. As members of the BDO Alliance USA, we have access to a broad range of specialized resources to better meet the needs of clients with national and global interests.

Business Tax

As a business owner, nearly every financial transaction has potential tax implications that may impact your financial status. With the various types of taxation -- state, federal and international, to name a few -- planning and filing can be complex

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We assist privately held business owners with financial and tax planning throughout all stages of the company’s growth including start-up, expansion, succession, and exit planning. Our experience also includes multi-state and international operations.

Tax Services for Start-Ups

You are an entrepreneur. For a successful business launch, you know that having a top-notch team of advisors is essential. With Rodman on your team, you receive the tax expertise you need to transition from a pre-revenue phase to profitability. Your success is our success, and we work with your attorneys, investors, and other trusted advisors to ensure you achieve your business goals. Our services span:

  • Tax compliance and planning
  • State and local tax advice and compliance
  • Tax incentives, R&D tax credits
  • Optimal accounting methods
  • Qualified small business stock planning

Tax Services for Growth Companies

For many companies in the growth phase, it’s all about remaining competitive in new markets and locations. With Rodman on your team, you can feel confident in your tax strategy, knowing how to navigate tax implications and mitigate tax liabilities. We will help you with:

  • Tax compliance
  • Efficient multi-year tax planning
  • Deferred compensation and potential 409A implications
  • Domestic Production Activities Deduction (DPAD)

Succession and Exit Planning

If you have attained your business goals and are considering a sale or transfer of your company to family, employees, or an outside third-party, you need solid tax advice. Rodman has substantial experience advising business owners on matters involving the transfer of business, sale of assets or entity, and with owners who wish to remain a minority owner. With practical, thoughtful guidance, we collaborate with your attorneys, investors, advisors and brokers to develop a strategy for maximizing the business after-tax value. We can assist you with a range of exit and succession planning needs:

  • Negotiations involving the financial and tax implications of sales contracts
  • Purchase price allocations
  • Alternative structuring strategies to maximize your after-tax return

State & Local TAX

Multi-state tax compliance is an ever-changing environment. If you are doing business in multiple states, you may be subject to various state and local taxes that use different methodologies and tax calculations. And, the stakes continue to rise as states are enforcing tax non-compliance.

With a collaborative approach, we will help you understand your tax risks and opportunities as they relate to multi-states, so you can minimize your tax exposure. As your trusted advisor, we will work with you to:

  • Determine and navigate filing requirements across states
  • Minimize tax issues for potential sale or transfer of business
  • Identify, evaluate and implement tax strategies

Individual, Family, & Fiduciary TAX

It is impossible for you to understand every tax code provision, avoid every pitfall, or take advantage of every opportunity the tax laws may provide. Thankfully, working with Rodman, you don’t have to. We specialize in tax planning and preparation for business owners, executives and high net worth individuals to minimize their tax liability and avoid tax surprises. Additionally, we assist with complex tax issues, employment and separation agreements, and deferred compensation planning.

We collaborate with you, your legal counsel, and other advisors on a host of tax issues such as:

  • Family Trusts and Beneficiaries
  • Efficient Use of Retirement Plan Assets
  • Capital Gains Transactions
  • Estates and Trusts
  • Multi-Generational Asset Transfers and Gift taxes
  • Executives and Equity Based Compensation Plans

International TAX

Your business has a global footprint in an environment where perceived and real tax evasion has led to the enactment of complex disclosure and reporting rules. For businesses vying to remain competitive in this volatile and fast-paced global marketplace, the stakes have never been higher.

Most businesses and individuals may not be aware that they are noncompliant, nor do they know how to minimize their global tax burden. While clients focus on their business, we, together with our network of foreign tax experts at BDO Alliance USA, serve as your international tax team and provide services including:

  • Compliance for unreported foreign bank and securities accounts, passive foreign investment companies, and income taxes
  • Non-resident withholding reporting
  • IRS informational filings for individuals and entities relating to foreign assets and businesses
  • Transfer pricing
  • Strategies to minimize or eliminate double-taxation through tax treaties, foreign tax credits, and/or the right business entity tax classification
  • Use of entities such as an interest charge domestic international sales corporation (IC-DISC) to minimize your current tax exposure
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