Insurance and Taxation Issues

Protecting personal and business assets requires a well-designed insurance program with appropriate coverage, insurance limits and deductibles. These are the basic elements of managing risk through insurance. A professional risk management assessment will often identify potentially dangerous uninsured risks or other liabilities, as well as savings opportunities in the cost of an insurance program.

From time to time, taxpayers face challenges from federal, state and local tax authorities. Many times tax authority notices simply require a professional understanding of the issue and additional documentation to support a particular tax position. When tax disputes arise, solid research and negotiation skills are required to assert arguments with tax authorities and evaluate the taxpayer's options for settling claims.

If we may be of assistance to you, please do not hesitate to contact us.