Davidson Associates CPA
Certified Public Accountants and Consultants
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Areas of Expertise

Expert tax knowledge, including new laws impacting 2018 returns

 
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BUSINESS and OWNER(S): TAXATION, PLANNING, COMPLIANCE and CONSULTING

For Limited Liability Companies, S Corporations, C Corporations and Partnerships

  • Planning for and Preparation of all Taxes
  • Formation, Entity Selection and Tax Accounting Elections
  • Asset Protection Planning
  • Capitalization Planning and Acquisition
  • Purchase and Sale of Business or Business Interest
  • Optimize Taxation Between Entity and Individual Shareholder, Member, and/or Partner
  • Tax Basis Analysis and Planning for Stock, Debt and Member Interest
  • Transaction Consulting
  • Changes in Tax Accounting Method(s)
  • Retirement Planning at the Entity Level
  • Succession Planning
  • Termination and Liquidation Analysis, Planning and Compliance
  • IRS Audit/Examination Representation
  • Converting to/from Limited Liability Company, S Corporation and C Corporation
  • Stock Redemptions
  • Reasonable Compensation Analysis for S Corporation Owner-Employees
  • Maximizing the new Sec 199A Qualified Business Deduction
  • Inventory Methods of Taxation
  • Preparation of Business Plans
  • Internal Control Analysis and Design
 

 
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INDIVIDUAL(S): TAXATION, PLANNING, COMPLIANCE and CONSULTING

  • Planning for and Preparation of all Taxes
  • Asset Growth and Diversification Planning
  • Asset Protection Planning
  • SEP/Simple Planning and Contributions
  • Self Employed Individuals, Proprietors
  • Conversion to/from Single Member LLC(s)
  • IRS Audit/Examination Representation
  • Optimize Taxation with Business Entity as Shareholder, Member, and/or Partner
  • Charitable Contribution Planning and Taxation
  • Maximizing the new Sec 199A Qualified Business Deduction
  • College, Social Security and Retirement Planning
  • Partner with Investment Advisor to Maximize/Minimize Portfolio Taxation
  • Quarterly Estimated Tax Planning and Compliance
  • Capitalization Planning and Acquisition
  • Inventory Methods of Taxation
 

 
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ESTATE & TRUST TAXATION, PLANNING, COMPLIANCE and CONSULTING

  • Tax Planning and Tax Preparation for Estates and Trusts
  • Work with your Estate and Trust Attorney to Create Strategies for Current and Prospective Taxation
  • Tax Consulting with Personal Representatives, Executors, and Trustees on Estate and Trust Matters
  • Tax Planning and Preparation of Gift Tax Returns
  • The Inclusion of Digital Assets in Estate Planning
  • Use of Trusts in Asset and Creditor Protection Planning
  • Consulting with regard to Maximizing Portability
  • Consulting with regard to Distributions and their Taxation
  • Tax Planning and Preparation with regard to Estate and Trust Liquidation
 

 
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REAL ESTATE TAXATION, PLANNING, COMPLIANCE and CONSULTING

  • Tax Planning and Tax Preparation for Real Estate Asset Intensive Entities
  • Active and Passive Loss Optimization
  • Optimal Grouping of Entities under Tax Code and Regulation
  • Analysis of Real Estate Dealer and Real Estate Professional Situations
  • Entity development to Maximize Asset Protection and Minimize Risk of Loss
 

 
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MARITIME, FISHIERIES and SEAFOOD TAXATION, PLANNING, COMPLIANCE and CONSULTING

  • Capital Construction Fund Tax Planning and Operation
  • Entity development to Maximize Asset Protection and Minimize Risk of Loss
  • Preparation of All Returns:  Individual; Corporate (C and S); Partnership and LLC
 

 
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LITIGATION SUPPORT SERVICES

  • Expert Witness and Analyst
  • Maritime, Fishery and Seafood Industries Specialization and Experience
  • Commercial and Residential Real Estate Specialization and Experience
  • Analysis of Plaintiff and Defendant Competitive Positions
  • Taxation Analysis Before, During and After Litigation