HOME • 412.367.8190
Services
Lally & Co. provides privately-held businesses with the following services:Next-Generation Gifting or Transfer
• Financial account organization
• Business valuation
• Long-term ownership
• Proper business structure
• Utilization of trusts
Employee Incentive Methods
• Phantom stock plans
• Ownership transfer to management
• Non-qualified compensation plans
Shareholder/Partner Tax Compliance and Cash Flow
• Quarterly and annual tax filing coordination
• Business cash flow management
• Tax liability compliance
Coordinating Personal and Business Returns
• Quarterly/annual tax filings
• Business/personal tax minimization strategies
• Multi-state tax filing
Independent Review of Financial Statements
• Audits
• Reviews
• Compilations
• Accurate and understandable financial statements
Shareholder Disputes
• Understanding partnership agreements, limited liability company operating agreements, and corporate by-laws
• Business valuations
Advisor Continuity
• Generational planning
• Implementing and monitoring long-term strategies
• Recommend advisors
Planning a Business Acquisition or Sale
• Tax positioning and efficiency
• Tax structure
• Due diligence (accounting and auditing)
Insurance Needs
• Life, health, disability, and business needs
• Corporate and personal policies
• Funding alternatives
Unique Tax Complexities
• Complex partnership agreements
• Multi-state S-Corp/C-Corp issues
• Tax bracket management strategies (deduction acceleration)
Short-Term CFO
• Internal financial statement assistance
• Business advice
• Board meeting management
Financial Statement Deadlines and Regulations
• Independent accounting and auditing reports
• Bank financing coordination
Understanding Partnership Agreements
• Complex allocation of profits and cash distributions
• Exit strategies
News and Events
Lally & Co. Celebrates 25th Anniversary
Lally & Co. is celebrating 25 years of simplifying and solving our clients’ complex tax and business issues.
Read More.
Lally & Co. is celebrating 25 years of simplifying and solving our clients’ complex tax and business issues. Read More.
Lally & Co. Unveils New Brand Identity
To better reflect Lally & Co.’s distinct way of serving clients, the firm has undergone a brand unveiling. Click here to learn more.
To better reflect Lally & Co.’s distinct way of serving clients, the firm has undergone a brand unveiling. Click here to learn more.