Qortora · Search · Indexed page

andersen.comFetched 2026-08-15T01:11:21Z

Independent Tax, Valuation & Financial Advisory Firm | Andersen

Tailored tax advisory, valuation, and financial consulting for individuals, families, businesses, and funds. Partner with global experts at Andersen.

Open original source · Full cached text

Andersen Andersen Global Andersen Consulting Worldwide Locations: Andersen Global Apply Now Alumni Client Login Media Inquiries Investor Relations Featured Insights Who We Are Who We Serve Services Our People Resource Center Careers Offices Global Presence Apply Now Alumni Client Login Media Inquiries Investor Relations Featured Insights One Big Beautiful Bill Act Learn how the OBBBA reshapes key areas of the U.S. economy. The CFO Series Andersen’s CFO Series delivers timely insights aligned to the decisions finance leaders face throughout the year. Qualified Small Business Stock Are you aware of potential QSBS savings? Artificial Intelligence Evaluate your AI operating model through a tax and value lens. Additional Insights Real Estate Cost Segregation Cryptocurrency Equity Compensation 409A Valuations Wealth Planning Strategies & Leading Practices This guide is intended to offer practical insights to address the complexities of your wealth. learn more Services Tax Tax Compliance Accounting for Income Taxes U.S. International Tax State & Local Tax Tax Controversy Credits & Incentives Compensation & Benefits Tax Transformation & Innovation Global Mobility Transaction Advisory M&A Financial Transactions​ Sell-Side Advisory Buy-Side Advisory Financial & Tax Due Diligence Fund Formation & Structuring Real Estate Advisory Valuation Tax Planning & Compliance Wealth Transfer Financial Reporting Asset Valuations & Analysis Litigation & Dispute Support Specialized Analysis Private & Outsourced Accounting Temporary Staffing Assistance Financial Statement Administration Financial Planning & Analysis Cash & Asset Management Controls, Processes, & Procedures Advisory Personal Accounting & Bill Pay Private Wealth Individual Tax Compliance & Planning Investment Consulting Wealth Transfer International & Cross Border Family Office Forensic Accounting Tax Advisory Services Valuation Can Make or Break Your QSBS Benefit Proper company valuation is a critical component of QSBS. learn more Who We Serve Businesses Family Enterprises Pre-IPO Businesses Private Equity Owned Investments Middle Market Businesses Large Companies Individuals & Families Family Enterprise Owners Entrepreneurs & Founders Corporate Executives Family Offices International & Cross Border Wealth Multigenerational Families Fund Principals Philanthropists Alternative Investment Funds Private Equity Venture Capital Real Estate Hedge Funds Fund of Funds Distressed Assets Navigating the 2026 QOZ Deadline A well-supported independent appraisal can provide clarity, documentation, and confidence. learn more Apply Now Alumni Client Login Media Inquiries Investor Relations Andersen Global Andersen Consulting Tailored, Borderless Solutions, Seamlessly Integrated. Andersen delivers customized tax, valuation, and financial advisory solutions on an unmatched global platform to support individuals, families, businesses, and funds through every stage of growth. Learn More 2026 Wealth Planning Strategies & Leading Practices Navigate 2026 with confidence. Explore comprehensive wealth planning strategies tailored for ultra-high-net-worth individuals, families, and their advisors. Learn More Andersen Recognized by INSIDE Public Accounting as a Top 100 and Fastest-Growing Firm The annual rankings, based on net revenue, highlight firms demonstrating scale, growth, and a strong presence within the industry. Learn More Andersen Webcast: AI & Cybersecurity in the Family Office While AI is unlocking new efficiencies and insight, it is also raising new questions around cybersecurity, oversight, and the stewardship of highly sensitive information. Learn More The CFO Series How the current economic landscape and OBBBA developments can create actionable tax planning opportunities. Learn More Your Needs. Our Integrated Solutions. “I’m a middle-market company with complex business models and multigenerational issues. We need expert guidance, services, and integrated solutions for corporate restructuring.” How Can We Help You? Your Needs. Our Integrated Solutions. “I own a third-generation family business and am considering a sale to private equity. I need to understand the impact to my family now and in the future.” How Can We Help You? Your Needs. Our Integrated Solutions. “I just closed a large funding round on my company and need a better plan for the future of my family including retirement, taking care of my children, and executing on philanthropic goals.” How Can We Help You? Your Needs. Our Integrated Solutions. “I'm a general partner at a venture fund and need better integration between my investment in our funds and the rest of my financial interests.” How Can We Help You? Your Needs. Our Integrated Solutions. “My large company is expanding overseas rapidly and I need a sophisticated provider that has the global presence to meet our international needs now and down the line.” How Can We Help You? Who We Serve Who We Serve Andersen delivers a full range of value-added services to our clients including planning and compliance for: Who We Serve Andersen delivers a full range of value-added services to our clients including planning and compliance for: & Read More Read More Read More Family Offices Real Estate Investments Alternative Investment Funds Principals Venture Backed Companies Founders Read More Read More Read More Resource Center Resource Center Media Articles Events Whitepapers Newsletters View All Resources Media 11 August 2026 Andersen Global Expands Legal Capabilities with Beech Incorporated Andersen Global enters into a Collaboration Agreement with Beech Incorporated. Read More » Media 30 July 2026 Andersen USNT Managing Directors Publish Article on New Special Depreciation Allowance for Qualified Production Property With Practical Tax Strategies USNT Managing Directors Ross Margelefsky, Jessica Hawn, and Tony Brown authored the article. Read More » Media 29 July 2026 Andersen Recognized by INSIDE Public Accounting as a Top 100 and Fastest-Growing Firm Andersen has earned recognition from INSIDE Public Accounting as both a Top 100 Firm and a Fastest-Growing Firm Read More » Media 16 July 2026 Andersen Consulting Adds Collaborating Firm Smartbridge Andersen Consulting announces a Collaboration Agreement with Smartbridge. Read More » Media 14 July 2026 Andersen Consulting Deepens Advisory Solutions in Turkey with ODS Consulting Group Andersen Consulting adds collaborating firm ODS Consulting Group. Read More » Media 07 July 2026 Andersen Global Adds Collaborating Firm Abcoo Law Firm Andersen Global strengthens its presence in Türkiye with collaborating firm Abcoo Law Firm. Read More » Media 30 June 2026 Andersen Global Adds Depth to Tax and Global Mobility Capabilities in Germany Andersen Global strengthens its presence through a Collaboration Agreement with Lohr and Company (L+C). Read More » Media 25 June 2026 Andersen Consulting Adds House of Code to Strengthen Technology and Data Solutions Andersen Consulting expands its technology transformation capabilities through a Collaboration Agreement with HOC. Read More » Media 23 June 2026 Andersen Global Adds Andersen in Indonesia Andersen Global strengthens its footprint in Southeast Asia as VDB Loi in Indonesia rebrands to Andersen. Read More » Media 18 June 2026 Andersen Global Strengthens Presence in India with JMP Advisors Andersen Global enters into a Collaboration Agreement with JMP Advisors in India. Read More » Articles 11 August 2026 Deduct Me If You Can: Trader Versus Investor Status for Hedge Funds Trader vs. investor status affects fund expense deductibility. TCJA made investor expenses nondeductible after 2017 Read More » Articles 11 August 2026 Structuring for Success: How Family Offices Use SPVs to Align Talent and Capital SPVs help family offices offer employees investment participation, maintaining efficient ownership and cash flow Read More » Articles 10 August 2026 Why the Modern Sports Franchise Requires a New Valuation Playbook Sports franchise values are driven by media, digital, and global revenue, making valuation more complex. Read More » Articles 10 August 2026 Cybersecurity in the Family Office: Stewardship, Discretion, and Operational Continuity Cybersecurity protects family office privacy and operations, helping prevent fraud, data breaches, and disruption. Read More » Articles 15 June 2026 The CFO Series: Summertime Tax Planning In this edition of The CFO Series, we focus on the practical tax planning you can apply now. Read More » Articles 02 June 2026 Purchase Price Allocations Under ASC 805: What Companies Often Underestimate A purchase price allocation is often viewed as a technical accounting requirement. Read More » Articles 22 May 2026 2026 U.S. Tax Legislative & Regulatory Update With tax policy continuing to evolve, staying informed of key developments can make a meaningful difference. Read More » Articles 08 May 2026 When Art Becomes an Estate Problem Learn more about estate and charitable planning strategies involving art. Read More » Articles 21 April 2026 The Quiet Lever in Your Tax Strategy: Management Company Deductions Recent tax law changes have materially changed how common expenses are treated. Read More » Articles 14 April 2026 Navigating the 2026 QOZ Deadline: The Critical Role of Independent Valuation Engaging an experienced valuation professional can provide several benefits to investors. Read More » Events 13 August 2026 Andersen Webcast: Year-End Real Estate Planning: Tax, Valuation & Market Insights for 2027 Read More » Events 06 August 2026 Managing Director Joe Calianno to Present at IFA USA 7th Annual Virtual International Tax Conference Andersen Managing Director Joe Calianno will moderate a panel at the USA Branch Read More » Events 30 July 2026 Managing Director Daniel Gespass to Present at 22nd Annual Jerry A. Kasner Estate Planning Symposium in Santa Clara, California Daniel Gespass will discuss IRS and Decanting at the Jerry A. Kasner Estate Planning Symposium Aug. 28. Read More » Events 30 July 2026 Andersen Managing Director Erik Gary to Present on NIIT Planning Strategies for Trusts and Estates at Upcoming BARBRI Webinar Managing Director Erik Gary will be a featured presenter at the upcoming webinar, NIIT for Trusts and Estates Read More » Events 29 July 2026 Andersen Webcast: Employment Tax for Growth-Stage Companies: Key Decisions That Impact Valuation, Cash Flow, and Compliance Key Decisions That Impact Valuation, Cash Flow, and Compliance Read More » Events 09 July 2026 Managing Director Deanne Morton to Present on Ethics at the IRS Nationwide Tax Forum in New Orleans Andersen MD Deanne Morton to speak on ethics at the IRS Nationwide Tax Forum in New Orleans, Aug. 4–5, 2026. Read More » Events 29 June 2026 Andersen Managing Director Erik Gary to Cover New IRA Distribution Rules for High-Net-Worth Clients at Upcoming Webinar Managing Director Erik Gary to Cover New IRA Distribution Rules for High-Net-Worth Clients at Upcoming Webinar Read More » Events 26 June 2026 Managing Director Daniel Gespass to Present at North Carolina Bar Association’s 47th Annual Estate Planning & Fiduciary Law Program Daniel Gespass a featured speaker at the North Carolina Bar Association’s Annual Planning & Fiduciary Law Program Read More » Events 26 June 2026 Managing Directors Joe Calianno and Sean Dokko Are Presenting on International Tax Topics at NYU’s 2026 Summer Institute on Taxation Andersen Managing Directors Joe Calianno and Sean Dokko are presenting on international tax topics. Read More » Events 17 June 2026 Andersen’s Pamela Grewal Is Presenting at the 13th Annual IRS Representation Conference on July 15-17, 2026 Pamela Grewal presenting at IRS Conference July 15–17; panelist on ethics, penalties, and tax privileges on July 16 Read More » Whitepapers 14 August 2026 New York City’s Pied-a-Terre Tax: New Annual Surch…