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| Industry Focus :: Investment
Companies |
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| Investment
Companies
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SUCCESSFUL
TRACK RECORD WITH INVESTMENT
COMPANIES. Since 1976, we have
worked with various investment
companies to help them achieve
success. Our clients include
investment advisors, brokers/dealers,
mutual funds, and investment
partnerships.
The following is a partial list
of services we offer to these clients.
BUSINESS CONSULTING
- Information
technology
- IT
security
- Mergers
and acquisitions
- Special
projects
- Investment
portfolio performance evaluations
for
investment
advisors
TAXATION
- Preparation
of federal and state tax returns
- Tax
implications of mergers and
acquisitions
- Employee
benefits plans
- Structuring
transactions for favorable
tax benefits
- Estate/retirement
planning
- Tax
projections for special transactions
- Tax
planning
AUDITING AND ACCOUNTING
- Audit
of financial statements
- Attest
and related services
- Accounting
system design
- Financial
reporting systems
- Implementation
of financial accounting standards
- Focus
reports for brokers/dealers
- Financial
Statement Preparation
- Special
analyses
FURTHER INQUIRIES CONTACT
John
Ciampa, CPA
jciampa@pmn.com
617.426.9440
Joe Parent,
CPA
jparent@pmn.com
617.426.9440
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