STEVE DILLEY'S CONSULTING:
Tax Expertise To Support the Local Practitioner

FREE CONSULTING

• History of fielding thousands of questions
• Response is subject to time and effort estimates

PAID CONSULTING

• Engagement Specific
  • Free Initial Consultation
  • Minimum fee and hourly rate
  • Written Response
• Prepaid Subcription
  • Number of hours per month
  • On call
  • Written Response

CONSULTING AREAS

• Closing held business issues
  • Entity Structuring (including LLCs and S Corporations)
  • Sale/Purchase of a business
  • Succession Planning
  • Tax Depreciation

• Real Estate
  • Deferred like-kind exchanges
  • LLC purchases, sales, and liquidations
  • At-Risk Rules
  • Passive activity rules

• Individual Taxation
  • AMT strategies
  • Lawsuit rewards / Structured settlements
  • Capital gain and loss planning
  • Education planning, Section 529 plans
  • Student loan interest deduction, education credits vs. deductions

• Practice and Procedure
  • Ethics
  • Switching to cash method of accounting
  • Delaying recognition of revenues
  • Application of recent accounting method changes
  • Tracking intangible assets

• Plus Other Areas Where Issues Arise