Illustration of person at desk with document that reads Time to Plan

A Year-End Tax Planning Solution That Works

Tom Brehmer Tax Planning, Tax Services, Tax Strategy

For years, the biggest complaint we’ve heard from prospective clients is that they weren’t getting pro-active tax planning from their tax advisor. This was often the driving reason for a change. But, there are as many definitions of pro-active planning as there are prospective clients. Everybody has their own expectations based on their individual needs. This diversity of expectations, and …


How To Get The Most Out of Your Workday

Tom Brehmer Project Management Triangle, Tax Planning, Tax Services, Tax Strategy

In a prior blog, I connected the Project Management Triangle to the preparation of a corporate income tax return with a promise to discuss the three sides of the triangle; cost, time and scope. My last blog targeted cost. Now, it’s all about tme. In my prior life as a tax partner at KPMG, I didn’t understand how clients regarded …

VPTax Project Management Triangle focusing on COST

Tax Costs… Are You Seeing the Bigger Picture?

Tom Brehmer Project Management Triangle, Tax Planning, Tax Services, Tax Strategy

Ever heard of the project management triangle? Ever thought about business taxation in the context of project management? No? Why not? Taxes are a cost of doing business, no more, no less. For real! The three sides of the project management triangle are cost, time and scope. (Yes, scope, not quality. We’ll assume when it comes to taxes, quality is …

Image of a magician with money coming out of a hat.

Transfer Pricing isn’t Tax Hocus Pocus

Tom Brehmer International Tax, Tax Planning, Tax Services, Tax Strategy, Taxing Times

It’s complicated. Here’s why. It’s about measurement and movement of value from one legal jurisdiction to another. It’s about addressing the tax implications attached to the values by each jurisdiction. It’s about planning for where you need cash. Moreover, it’s about understanding why you’re doing it. If you’re already doing business in multiple countries and want to establish appropriate pricing, …

Picture of doctor holding a calculator

What Your Doctor And Accountant Have In Common

Tom Brehmer Tax Planning, Tax Services, Tax Strategy

In 1789, Benjamin Franklin wrote “‘In this world nothing can be said to be certain, except death and taxes.” Seems just as true today as when Ben said it originally. Today, with the volume of available diagnostic information on the internet, many individuals self-diagnose. Someone starts feeling bad and they immediately go online to see what they are dying from. …