Insights
Deal Team M&A Insights Through Mid-2024
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What We Offer
OVERVIEW AND EXPERIENCE
Engage us for our individual tax planning and compliance services.
We dive deep to understand your unique tax situation, and customize proactive, successful strategies and solutions.
Estate and Gift Tax
We assist with counseling clients that have complicated family situations, including charitable planning; along with preparing and filing estate and gift tax returns. Our estate tax consultants help with your asset protection and provide continuity for the surviving spouse and future generations with a deep knowledge of generation skipping tax, probate issues, compliance issues for estates and trusts, gift reporting, and related specialized areas involved in wills and estate planning. We assist with:
- Qualified personal residence trusts
- Family limited partnerships
- Irrevocable life insurance trusts
- Best utilization of unified credit equivalency
- Generation skipping trusts
- Intentionally defective grantor trusts
- Intra-family sales, transfers and loans
- Grantor retained annuity trusts and unitrusts
- Maximizing benefit of gifting
- Advanced charitable planning - Remainder and lead trusts
- Private foundations
- Special needs planning
Download the 2023 Estate Planning Guide
High Net Worth
We serve closely held businesses, public and private company executives, high net worth families, high-income professionals, plus athletes and entertainers. Our high net worth practice includes:
- Periodic tax planning meetings to help avoid unforeseen tax liabilities
- Coordination with other financial advisors
- Federal, state, and local tax compliance
- General ledger and financial statements
- Cash flow budgeting and planning
- Life and casualty insurance review
- Domestic employment matters
- Retirement planning
- Estate planning and wealth transfer
- Lifetime gift and charitable planning
- Family governance
Succession Planning
We help you successfully transfer your business interests to a new owner. We provide an in-depth analysis of your business and its needs, taking into consideration business valuation, business restructuring, tax consequences, and retirement and tax projections. We also project future ownership alternatives, which we integrate into a coherent plan for long-term success.
OUR PROFESSIONALS
NEHA NATHWANI
Partner, UHY LLP
Managing Director, UHY Advisors
Farmington, Connecticut
NEHA NATHWANI
Partner, UHY LLP
Managing Director, UHY Advisors
BHAARATH REDDY
Partner, UHY LLPManaging Director, UHY Advisors
Farmington Hills, Michigan
BHAARATH REDDY
Partner, UHY LLPManaging Director, UHY Advisors
STEPHEN SLATER
Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York
STEPHEN SLATER
Partner, UHY LLP
Managing Director, UHY Advisors
JO LYNN MANNS
Principal, UHY Advisors
GREGORY PEARSON
Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri
GREGORY PEARSON
Partner, UHY LLP
Managing Director, UHY Advisors
KATHERINE JUAREZ
Principal, UHY Advisors
GARY NEWKIRK
Principal, UHY Advisors
THOMAS SENA
Principal, UHY Advisors
CRAIG BALLENTINE
Managing Director, UHY Advisors
SCOTT HUNTER
Partner, UHY LLPManaging Director, UHY Advisors
DANIEL MARKEY
Partner, UHY LLP
Managing Director, UHY Advisors
Sterling Heights, Michigan
DANIEL MARKEY
Partner, UHY LLP
Managing Director, UHY Advisors
MARK WITTE
Partner, UHY LLP
Managing Director, UHY Advisors
MONISH BANGA
Office Managing Partner, UHY LLPManaging Director, UHY Advisors
McLean, Virginia
MONISH BANGA
Office Managing Partner, UHY LLPManaging Director, UHY Advisors
KYLE WOIWOOD
Partner, UHY LLP
Managing Director, UHY Advisors
SCOTT MACCALLUM
Principal, UHY LLP
EMILY UPPLEGER
Principal, UHY Advisors
TODD BENSLEY
Partner, UHY LLP
Managing Director, UHY Advisors
Sterling Heights, Michigan
TODD BENSLEY
Partner, UHY LLP
Managing Director, UHY Advisors
ANTHONY FRABOTTA
Partner, UHY LLP
Chairman Emeritus, UHY Advisors
Sterling Heights, Michigan
ANTHONY FRABOTTA
Partner, UHY LLP
Chairman Emeritus, UHY Advisors
MARC ROSEN
Principal, UHY Advisors
F. MICHAEL ZOVISTOSKI
Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York
F. MICHAEL ZOVISTOSKI
Partner, UHY LLP
Managing Director, UHY Advisors
KERRY SANTOPIETRO
Principal, UHY Advisors
STEPHEN F. WOLF
Partner, UHY LLP
Managing Director, UHY Advisors
Columbia, Maryland
STEPHEN F. WOLF
Partner, UHY LLP
Managing Director, UHY Advisors
PAMELA MOSIELLO
Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York
PAMELA MOSIELLO
Partner, UHY LLP
Managing Director, UHY Advisors
MARTHA A. JAECKLE
Partner, UHY LLPManaging Director, UHY Advisors
Garden City, New York
MARTHA A. JAECKLE
Partner, UHY LLPManaging Director, UHY Advisors
MICHAEL TURNBULL
Partner, UHY LLP
Managing Director, UHY Advisors
Port Huron, Michigan
MICHAEL TURNBULL
Partner, UHY LLP
Managing Director, UHY Advisors
ROBERT BOESIGER
Partner, UHY LLP
Managing Director, UHY Advisors
Detroit, Michigan
ROBERT BOESIGER
Partner, UHY LLP
Managing Director, UHY Advisors
AMY BLOOM
Partner, UHY LLP
Managing Director, UHY Advisors
DEBRA PELLERITO
Partner, UHY LLP
Managing Director, UHY Advisors
Kalamazoo, Michigan
DEBRA PELLERITO
Partner, UHY LLP
Managing Director, UHY Advisors
MATTHEW MUNN
Partner, UHY LLP
Managing Director, UHY Advisors
Sterling Heights, Michigan
MATTHEW MUNN
Partner, UHY LLP
Managing Director, UHY Advisors
DENNIS PETRI
Partner, UHY LLP
Managing Director, UHY Advisors
Sterling Heights, Michigan
DENNIS PETRI
Partner, UHY LLP
Managing Director, UHY Advisors
WILLIAM LACY
Principal, UHY Advisors
THOMAS CALLAN
Great Lakes Regional Managing Director, UHY Advisors
Farmington Hills, Michigan
THOMAS CALLAN
Great Lakes Regional Managing Director, UHY Advisors
DAISUKE TERAKAWA
Principal, UHY Advisors
DAVE HOVE
Partner, UHY LLP
Managing Director, UHY Advisors
PETER WASKUL
Principal, UHY Advisors
DAVE WATSON
Partner, UHY LLP
Managing Director, UHY Advisors
TODD TIGGES
Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan
TODD TIGGES
Partner, UHY LLP
Managing Director, UHY Advisors
BILL SUTTON
Principal, UHY Advisors
CHUCK SOCKETT
Partner, UHY LLP
Managing Director, UHY Advisors
JOHN GALLO
Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan
JOHN GALLO
Partner, UHY LLP
Managing Director, UHY Advisors
MARC RUBIN
Partner, UHY LLP
Managing Director, UHY Advisors
PAMELA MAY
Partner, UHY LLP
Managing Director, UHY Advisors
Sterling Heights, Michigan
PAMELA MAY
Partner, UHY LLP
Managing Director, UHY Advisors
KATHY CROCKETT
Partner, UHY LLP
Managing Director, UHY Advisors
Sterling Heights, Michigan
KATHY CROCKETT
Partner, UHY LLP
Managing Director, UHY Advisors
MARIE MCKAY
Partner, UHY LLPManaging Director, UHY Advisors
Manchester, New Hampshire
MARIE MCKAY
Partner, UHY LLPManaging Director, UHY Advisors
ROY GEISER
Partner, UHY LLP
Managing Director, UHY Advisors
JOYCE O'DWYER
Principal, UHY Advisors
LARRY JOURDEN
Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri
LARRY JOURDEN
Partner, UHY LLP
Managing Director, UHY Advisors
YI SHRESTHA
Principal, UHY Advisors
NANCY PATZWAHL
Principal, UHY Advisors
JOHN GREER
Principal, UHY Advisors
DONNA FRYE
Director of Transfer Pricing, UHY Advisors
DAVID HOUSTON
Partner, UHY LLP
Managing Director, UHY Advisors
ERIC HANANEL
Principal, UHY Advisors
JOSEPH FALANGA
Managing Director, UHY Advisors
MICHAEL LANDERS
Partner, UHY LLP
Managing Director, UHY Advisors
WALTER FOLEY
Partner, UHY LLPManaging Director, UHY Advisors
Long Island, New York
WALTER FOLEY
Partner, UHY LLPManaging Director, UHY Advisors
MICHELE BROWN
Principal, UHY Advisors
MARIAN SHAW
Partner, UHY LLP
Managing Director, UHY Advisors
DENISE PISCIOTTA
Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri
DENISE PISCIOTTA
Partner, UHY LLP
Managing Director, UHY Advisors
DENNIS LAPORTE
Partner, UHY LLP
Managing Director, UHY Advisors
Sterling Heights, Michigan
DENNIS LAPORTE
Partner, UHY LLP
Managing Director, UHY Advisors
RICHARD KOSKEY
Principal, UHY Advisors
RALPH MIRANDO
Partner, UHY LLP
Managing Director, UHY Advisors
SUSAN MAAS
Principal, UHY Advisors
WILLIAM KINGSLEY
Partner, UHY LLP
Managing Director, UHY Advisors
Detroit, Michigan
WILLIAM KINGSLEY
Partner, UHY LLP
Managing Director, UHY Advisors
N. THÉRÈSE WOLFE
Partner, UHY LLP
Managing Director, UHY Advisors
Hudson, New York
N. THÉRÈSE WOLFE
Partner, UHY LLP
Managing Director, UHY Advisors
DANIEL KEY
Principal, UHY Advisors
RONALD HICKMAN
Partner, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland
RONALD HICKMAN
Partner, UHY LLP
Managing Director, UHY Advisors
MICHAEL COOL
Partner, UHY LLPManaging Director, UHY Advisors
JANEEN ARMSTRONG
Principal, UHY Advisors
TINA STEINBECK
Principal, UHY Advisors
SCOTT VENTLINE
Partner, UHY LLP
Managing Director, UHY Advisors
STANLEY HOLZMAN
Principal, UHY Advisors
JEAN HOWE LOSSI
Principal, UHY Advisors
DAVE MIDTLYNG
Partner, UHY LLP
Managing Director, UHY Advisors
SHELLEY ROMANO
Partner, UHY LLP
Managing Director, UHY Advisors
Columbia, Maryland
SHELLEY ROMANO
Partner, UHY LLP
Managing Director, UHY Advisors
NICK FLORIO
Principal, UHY Advisors
JIE CHEN
Partner, UHY LLPManaging Director, UHY Advisors
STEVE GOESTENKORS
Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri
STEVE GOESTENKORS
Partner, UHY LLP
Managing Director, UHY Advisors
KERRY GARNER
Managing Director, UHY Advisors
ALISON DUNLEAVY
Principal, UHY Advisors
HEATHER BENSON
Director of Cost Segregation, UHY Advisors
Sterling Heights, Michigan
HEATHER BENSON
Director of Cost Segregation, UHY Advisors
MICHAEL ZMOROD
Partner, UHY LLP
Managing Director, UHY Advisors
Long Island, New York
MICHAEL ZMOROD
Partner, UHY LLP
Managing Director, UHY Advisors
MATT MARTINA
Partner, UHY LLP
Managing Director, UHY Advisors
RALPH ZERBONIA
Principal, UHY Advisors
RYAN HOWELL
Partner, UHY LLPManaging Director, UHY Advisors
A. MICHAEL BUCCI
Partner, UHY LLP
Managing Director, UHY Advisors
Hudson, New York
A. MICHAEL BUCCI
Partner, UHY LLP
Managing Director, UHY Advisors
PATRICK STARK
Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri
PATRICK STARK
Partner, UHY LLP
Managing Director, UHY Advisors
KEITH MOORE
Partner, UHY LLP
Managing Director, UHY Advisors
Sterling Heights, Michigan
KEITH MOORE
Partner, UHY LLP
Managing Director, UHY Advisors
COLETTE CAHILL
Partner, UHY LLPManaging Director, UHY Advisors
ROBERT LICKWAR
Partner, UHY LLP
Managing Director, UHY Advisors
Farmington, Connecticut
ROBERT LICKWAR
Partner, UHY LLP
Managing Director, UHY Advisors
LEO VARNER
Principal, UHY Advisors
JENNIFER WOOLF
Principal, UHY LLP
COREY MASSELLA
Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York
COREY MASSELLA
Partner, UHY LLP
Managing Director, UHY Advisors
MEHMET UGUR
Partner, UHY LLP
Managing Director, UHY Advisors
JOHN KINCAID
Partner, UHY LLP
Managing Director, UHY Advisors
JUAN SANTANA
Principal, UHY Advisors
LARRY SILVERSTEIN
Principal, UHY Advisors
JAMES DANIELS
Partner, UHY LLP
Managing Director, UHY Advisors
SCOTT EARLS
Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan
SCOTT EARLS
Partner, UHY LLP
Managing Director, UHY Advisors
MICHAEL VIZZIE
Principal, UHY Advisors
VINCE NESLINE
Principal, UHY Advisors
LAUREN OUIMET
Principal, UHY Advisors
JIM VALK
Office Managing Partner, Dowagiac & Kalamazoo, UHY LLP
Managing Director, UHY Advisors
Kalamazoo, Michigan
JIM VALK
Office Managing Partner, Dowagiac & Kalamazoo, UHY LLP
Managing Director, UHY Advisors
SCOTT MCRUER
Partner, UHY LLP
Managing Director, UHY Advisors
Kansas City, Missouri
SCOTT MCRUER
Partner, UHY LLP
Managing Director, UHY Advisors
MICHELLE DYER
Principal, UHY Advisors
BRENT JONES
Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan
BRENT JONES
Partner, UHY LLP
Managing Director, UHY Advisors
GORDON FOLLMER
Managing Director, UHY Advisors
RHONDA NEWMAN
Partner, UHY LLP
Managing Director, UHY Advisors
Kalamazoo, Michigan
RHONDA NEWMAN
Partner, UHY LLP
Managing Director, UHY Advisors
PAUL TRUBER
Managing Director, UHY Advisors
Partner, UHY LLP
STEVEN MARESCA
Principal, UHY Advisors
VENUS WU
Partner, UHY LLP
Managing Director, UHY Advisors
TRENT MULDER
Partner, UHY LLPManaging Director, UHY Advisors
ANGELA KOPRIVA
Principal, UHY LLP
ROBERT POTTER
Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan
ROBERT POTTER
Partner, UHY LLP
Managing Director, UHY Advisors
MARK WELSH
Partner, UHY LLP
Managing Director, UHY Advisors
DANIEL FELSTOW
Partner, UHY LLP
Managing Director, UHY Advisors
Sterling Heights, Michigan
DANIEL FELSTOW
Partner, UHY LLP
Managing Director, UHY Advisors
SUZANNE MULDOON
Principal, UHY Advisors
CHRISTOPHER OLIVA
Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York
CHRISTOPHER OLIVA
Partner, UHY LLP
Managing Director, UHY Advisors
ERIC SCARINGE
Principal, UHY Advisors
BRADLEY CUMMINGS
Partner, UHY LLP
Managing Director, UHY Advisors
Catskill, New York
BRADLEY CUMMINGS
Partner, UHY LLP
Managing Director, UHY Advisors
MICHAEL OKENQUIST
Office Managing Partner - Wayland, UHY LLPManaging Director, UHY Advisors
Wayland, Massachusetts
MICHAEL OKENQUIST
Office Managing Partner - Wayland, UHY LLPManaging Director, UHY Advisors
DANIEL ENSOR
Principal, UHY LLP
JOHN SALEMI
Office Managing Partner, Farmington, UHY LLP
Managing Director, UHY Advisors
Farmington, Connecticut
JOHN SALEMI
Office Managing Partner, Farmington, UHY LLP
Managing Director, UHY Advisors
CHRIS HALL
Office Managing Partner, Salisbury, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland
CHRIS HALL
Office Managing Partner, Salisbury, UHY LLP
Managing Director, UHY Advisors
NANCY THOMPSON
Principal, UHY Advisors
ROANNA CAMPBELL
Principal, UHY Advisors
PAUL JUFFER
Partner, UHY LLP
Managing Director, UHY Advisors
BEN RAYMOND
Principal, UHY Advisors
HAROLD MOHN JR.
Office Managing Partner - Columbia, UHY LLPMid-Atlantic Regional Managing Director, UHY Advisors
Columbia, Maryland
HAROLD MOHN JR.
Office Managing Partner - Columbia, UHY LLPMid-Atlantic Regional Managing Director, UHY Advisors
LONI WINKLER
Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan
LONI WINKLER
Partner, UHY LLP
Managing Director, UHY Advisors
MARK CRONIN
Principal, UHY Advisors
PATRICK GREGORY
Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan
PATRICK GREGORY
Partner, UHY LLP
Managing Director, UHY Advisors