Make intentional and smart tax decisions
Tax planning is essential to wealth preservation and minimizing your tax burden. Tax laws are complex and can have long-lasting impacts on business and personal finances. With constant shifts in the economy, technology, and legislation, it’s challenging to make the right tax decisions for navigating financial opportunities successfully. We can help.
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 limit your tax liability and provide real-world strategies that help you plan for the future and get the most out of your financial situation.
We help clients maximize their investments and the bottom line
Our team is committed to helping every client understand future economic and tax consequences and develop tax planning strategies to structure their financial situation in the most beneficial, legal manner to maximize profit and reduce tax liability.
Tax Planning and Compliance Services
We offer a spectrum of tax consulting, planning, and compliance services to help clients chart the most effective financial course. Areas of expertise include:
- Corporate tax planning and compliance
- Individual tax planning and compliance
- Family gift, trust, and estate planning
- State and local taxes
- Qualified Opportunity Zones (QOZ)
- Cost segregation studies
The Book on Qualified Opportunity Zones
David S. Rosen, Esq., CPA serves as the Chair of RS&F's tax department and is 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 his legal and accounting background, David brings practical advice to business structuring and restructuring, mergers and acquisitions and estate planning topics. As the opportunity zone program has developed, David has emerged as one of the leaders in the industry, advising on many of the largest projects in the region.
