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Tax Services
Business Tax
Private Client Tax & Legacy Services
Personal Tax
Estate, Gift, & Trust
Private Foundations
R&D Tax Credit
Mergers & Acquisitions Tax
State & Local Tax (SALT)
Audit & Assurance
Financial Statement Audit
Review & Compilation
Employee Benefit Plan Audit Services
Single Audit (Federal Compliance Audit)
FAR Audits
Agreed-Upon Procedures Engagements
Advisory Services
Client Accounting & Advisory Services
Strategic Finance Solutions
Transaction Advisory Services
Business Valuations
Staffing Solutions
Strategic Finance Solutions
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Temporary Placement
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Industries
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Nonprofit
Professional Services
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Employee Stock Ownership Plan (ESOP)
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Private Equity
Entrepreneurship Through Acquisition (ETA)
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Brian Sweeney
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Partner
ESOP Services Leader
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Thought Leadership by Brian
Advanced ESOP Accounting Topics: Warrants, SARs, and Planning Ahead
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Does Your Manufacturing Company Need a CFO or a Controller?
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PPP Forgiveness Could Take Years for Your Business β Here’s How to Prepare
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Code Section 139: Benefits for Employees and Employers
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1042 Election: Defer Taxes on Your Sale to an ESOP
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Benefits of Being an ESOP Firm
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