George Linder is a North and South Carolina Sales and Use Tax specialist in manufacturing, governmental, non-profits and large retail business. Services include:

Tax Recovery:

• Accounts Payable Review - Review accounts payable files, determine where tax should not have been paid or accrued, and recover money from the correct vendor or taxing authority.
  
  
• State Audit Review - Review the work of state auditors to remove erroneous entries, add missed credits and defend against the incorrect interpretation of law.

Tax Compliance Review

• System Analysis - Review systems for logic, accuracy and compliance with state law, recommend improvements to increase efficiency and reduce unnecessary expense, and document exemptions and exclusions that benefit the bottom line.
  
  
• Exposure Reduction - Alert appropriate staff about potential liabilities, and suggest corrective measures and control.

Training & Continuing Professional Education (CPE) Seminars - Onsite seminars, group discussion and one-on-one training on tax related duties. Provide detailed written guides and other useful materials tailored to your unique business to explain complex issues in interesting and easy to understand language.

Carlo Scevola & Partners is an International Fiduciary Company headquartered in Geneva, Switzerland, with branches in six continents. We specialize in International Planning, Strategic Consulting and Wealth Management.

Our clients trust us for everything from setting up an Offshore Company to Mergers and Acquisitions to Business Finance and Asset Protection. CS&P’s customer-centric methodology ensures that each client gets a custom-tailored solution which addresses that business’ individual objectives and requirements.

Our team has expertise in every functional category and every important geography. From finance to operations to human resources to marketing – from the Americas to Europe to Africa, Asia and Oceania – CS&P can bring together experienced executives who know how to advise you and will make your enterprise a success. All this while always protecting your privacy.

Services Offered:

Business and Strategic Consulting

S.W.O.T. Analysis

Pre-investment Feasibility Studies / Competitive Background Assessments

Business Plan Research, Writing and Production

Strategy Definition / Implementation

Reworking of Operating Processes for International Suitability

Industrial Partnership Scouting / Matching

Tailor Business Model to Market Environment, Jurisdiction and Local Authorities Requirements

Corporate Finance:

Mergers, Acquisitions and CessionsCommercial Due Diligence or Investment / Financial Appraisals

Company Reorganization and Restructuring

Financial Feasibility Plans for Industrial Expansion

Scouting / Recruiting Highly Qualified Financial Management

Exit Strategies in the event of Buy-outs, Buy-ins, Spin-offs or MBOs, MBIs and LBOs

Listing on Stock Exchanges

Offshore Consulting:

International Tax Planning

Corporate Structuring, Maintenance and Trusts

International Contracts Law

Jurisdictions

Residency and Citizenship

International Banking

Logistic Support

Government Licenses

Aircrafts and Vessels

Intellectual Property

CS&P Operates In More Than 80 Countries Around The World.

Jay W. Dahl is both a Certified Public Accountant and a Certified Lease Professional. Jay W. Dahl is a CPA with over 25 years of accounting and tax experience. Mr. Dahl has been a partner at ECS Financial Services, Inc. (formerly Edwin C. Sigel, Ltd.), a 25-person accounting firm in Northbrook, Illinois since 1990.

Mr. Dahl’s expertise includes financial projections, business and personal tax preparation, management consulting, accounting and portfolio management services for equipment lessors and brokers, and personal and corporate tax planning.

Areas of Expertise:

Generation Skipping and Gifting Issues

Individual and Corporate Tax Planning

Research and Tax Return Preparation

Estate and Trust Planning and Return Preparation

Profit-Sharing and Retirement Plan Consulting and Design

Strategic Business Planning

Financial Statement Compilation

Management Consulting and Leasing Company Management

Mr. Dahl is skilled in multi state and multi jurisdiction income and personal property taxes and has served as a special master in the New York federal court.

Nancy A. Geary is both a Certified Public Accountant and a Certified Lease Professional. She received her Bachelors Degree in Accountancy from the University of Illinois. Ms. Geary has been with ECS Financial Services, Inc., a regional CPA firm, since 1984, and a Partner with the firm since 1990. Among other responsibilities, Ms. Geary manages the firm’s Leasing Services Department. Ms. Geary is proficient in various software packages specifically designed for the equipment leasing industry.

Ms. Geary’s primary areas of concentration include equipment lease portfolio management, accounting and consulting services for the equipment leasing industry, as well as accounting, auditing, income tax planning and compliance and management consulting for a wide variety of closely-held businesses.

Ms. Geary’s focus on lease portfolio management services includes:

Portfolio Management (tracking, billing and reporting lease activity)

Lease Accounting

Training and Consulting

Multi-jurisdictional Sales, Income and Personal Property Tax Reporting.

Ms. Geary has served as an instructor for the Equipment Leasing Association (ELA), the Certified Lease Professional Foundation (CLP), the National Association of Equipment Lease Brokers (NAELB) and the United Association of Equipment Lessors (UAEL). She has served in various board and committee positions for the CLP Foundation and UAEL, chaired the CLP Foundation’s committee to rewrite the CLP Exam, and currently serves on the Board of Directors of the UAEL.

Ms. Geary has written articles published in several leasing publications, and authored the Tax and Financial Accounting chapter of the CLP Foundation’s Handbook of Equipment Leasing.

Ms. Geary has participated in several expert witness engagements. Her experience includes preparation of expert witness reports, rebuttal reports, damage analysis and forensic accounting.

Our firm provides forensic accounting, litigation support, business valuations in addition to our tax and audit practice. We specialize in the areas of Health Care, Manufacturing and Distribution, Real Estate Construction, Agri-Business, and Information Technology.

For more information, please contact us or visit our website.

Kirk D. Kleckner, CPA, MBA, ABV, AM is the Managing Principal of ValuationUSA, a boutique Valuation / Litigation Support firm. He is also the current President of Automotive Group Capital and Consulting, LLC - a ten person business specializing in the dealership industry.

Mr. Kleckner is a CPA, MBA and is professionally accredited in Business Valuation (ABV) from the American Institute of Certified Public Accountants (AICPA). He is also an Accredited Member (AM) of the American Society of Appraisers (ASA). Mr. Kleckner is a Qualified Expert Witness with experience in complex business litigation.

Mr. Kleckner's experience includes seven years as Chief Financial Officer for a well respected top 50 dealership group. He spent nineteen years with an accounting firm as its Chief Operating Officer, Director of Business Valuation and Litigation Support Services and Shareholder.

Mr. Kleckner's expertise leverages both his professional and hands-on industry experience. His practical experience includes buying, selling and integrating of businesses, managing businesses, instituting process management and rationalization, implementing business intelligence systems and organization and owner tax planning.

Mr. Kleckner provides services for the following industries: Automotive, Retail, Dealership, Insurance, Reinsurance, Distribution, Manufacturing, Construction, Service, Financial Institutions, Retail, Tool and Die, Technology, Trucking and Warehouse, Machining, Value added Retailers, Real Estate and Warranty.

Areas of Expertise:

Business Valuation and Acquisition / Merger Advisory

Real Estate Appraisal

Cost Segregation Studies

Succession and Business Owner Wealth Transfer Planning

Litigation Economic Loss / Damage Analysis and Independent Opinions

Timber Appraisals