Freed Maxick Service Delivery Update

We have implemented a phased approach for returning to our offices that allows us to modify our approach to service delivery as situations change without any service disruptions. In the meantime and in the interest of public health and the safety of our community, our teams will continue working remotely whenever possible to provide the same high-quality service you have come to expect. Utilizing state-of-the-art technology, we are committed to meeting all of your assurance, tax, and advisory needs to help you navigate a business environment filled with challenges and opportunities. To discuss a specific need that can’t be handled remotely, please contact your Freed Maxick representative directly.

Summing It Up

Picture of Ron Soluri Jr., CPA

Ron Soluri Jr., CPA

FASB Delays Revenue Recognition and Lease Standards
By Ron Soluri Jr., CPA on May 21, 2020

In response to the COVID-19 pandemic and the difficulties organizations are experiencing, the FASB voted to defer implementation dates providing organizations additional time to comply...

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Understanding Standards of Value
By Ron Soluri Jr., CPA on July 7, 2014

Lawyers aren’t expected to be valuation experts. That’s why they choose to hire professional appraisers when their clients need a company or business interest valued for tax, litigation or...

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How a Company’s Value Can Change When an Executive Leaves
By Ron Soluri Jr., CPA on April 16, 2013

What to Do When One Employee Holds the Key to Business Value Author: Ron Soluri Jr. A company’s earnings and cash flows can suffer significantly when an executive or other critical...

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Litigation Support: The Gift Tax Exclusion
By Ron Soluri Jr., CPA on March 26, 2013

Court Determines the Gift Tax Exclusion Applies to FLP Author: Ron Soluri Jr. Recently, we discussed a case where the U.S. Tax Court held that gifts of interests in a family limited...

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Tax Court Allows Gift Tax Exclusion for FLP Interests
By Ron Soluri Jr., CPA on January 22, 2013

Court Previously Held that the Exclusion Didn’t Apply Author: Ron Soluri Jr. Reversing its own recent trend, the U.S. Tax Court in Estate of Wimmer v. Commissioner held that gifts of...

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Litigation Support: Transferring Assets to Family Members
By Ron Soluri Jr., CPA on October 23, 2012

Wandry v. Commissioner offers guidance on defined-value clauses Author: Ron Soluri Jr. The U.S. Tax Court recently provided valuable guidance on using defined-value clauses in gift...

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