I am a tax partner at Biegel & Waller. My partners and I supervise a staff of 15 serving the needs of complex multijurisdictional clients.
Major issues encountered:
We do work in all tax areas: partnerships, S corporations, C corporations, Consolidated returns, mergers and acquisitions, due diligence, international tax, and state and local tax. I have a state and local tax background, and I enjoy working in the sales tax area.
Years a Bloomberg BNA subscriber:
Since the firm’s inception in 1997.
Bloomberg BNA products most often used:
We use the U.S. Income Portfolios Library the most. We also use the Individual Income Tax Planner software.
Real Problems. Real Solutions.
When I was a manager at a Big 4 accounting firm working with its state and local tax planning group, the lead partner wanted a memo to explain to the various nontax partners how a Real Estate Investment Trust (REIT) could be used in a state tax minimization strategy. Since I knew nothing about REITs, I gave myself a crash course in their formation and operation, using Bloomberg BNA Portfolio 742, Real Estate Investment Trusts, as my guide.
With the Portfolio as my “course curriculum” for the history, rationale, and structure of Real Estate Investment Trusts, I was able to write a well-informed memo explaining to our partners the requirements for establishing and maintaining a REIT. I titled the memo, “Why a REIT?” I am no longer with that firm, having since established my own accounting practice. But to this day my former colleagues continue to refer to my memo, and we also laugh about the funny-sounding “Why a REIT?” title.
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