TAX CONSULTING& COMPLIANCE

EXPERIENCE

Our tax team includes professionals who are dedicated solely to tax issues. Many have worked with national firms, bringing diverse experience to our team.

PASSION

Our team is passionate about providing proactive tax advice to help clients build, preserve and transfer business value and personal wealth.

KNOWLEDGE

We work with closely held companies, mid-market businesses, clients with multi-state tax filing requirements, subsidiaries of foreign-owned companies, and U.S. companies operating abroad.

Getting a good or bad spot

can make all the difference

in a game.

Getting proactive tax advice can

be equally pivotal.

Tax Services For Businesses » Tax return preparation » Income tax planning » State and local tax planning » Entity selection » Merger, acquisition, and business succession planning » Deal structuring for favorable tax consequences » Tax controversy resolution » Tax-saving cost segregation studies » Research and experiment (R&D) credit studies » Tennessee jobs tax credit studies » Outsourced tax department » International tax planning

» Transfer pricing studies » Export tax incentives » Entity/ownership structuring

Tax Services For Individuals » Tax return preparation » Income tax planning » Estate and gift tax planning » Comprehensive personal financial planning » Wealth management

(provided through our affiliate, Kraft Asset Management, LLC)

TAX CONSULTING & COMPLIANCE SERVICES

www.kraftcpas.com

The Right TeamAt KraftCPAs, we’ll build your team using the right players. We can also provide you with:

» a strategic coach to help design your long-range business plan » a tactical advisor to help implement business

processes and tax strategies » a top-notch statistician to help you keep score

Whatever your needs, KraftCPAs has dedicated, highly trained and experienced professionals ready to become part of your team. How we’re involved and how much we’re involved is up to you.

It’s your ball game; We’re ready to go in when you need us.

YOUR GOALS — OUR MISSIONAlmost every business decision you make has tax consequences. Our goal is to help you

pay the least amount of tax required by the law, while meeting your overall financial

objectives. By working proactively as a team, we can help you determine the best tax

strategies to achieve your business and personal financial goals. Your goals are our

mission.

SPECIALIZED TAX SERVICES

Outsourced Tax Department KraftCPAs offers large companies the outsourced tax resources they need without the expense of adding specialized tax experts to the payroll. Your accounting/finance department can focus on critical business functions while KraftCPAs tax team handles research, planning and compliance. The benefits of outsourcing include:

» Fewer people on your staff » Less office space/equipment needed » Reduced salaries and employee benefits » No training required » Experienced professionals for a fraction of the cost » Collective knowledge at your disposal

Cost Segregation ServicesKraftCPAs cost segregation service could have an immediateimpact on your cash flow by maximizing your tax savings andincreasing the cash flow on your real estate investment. A costsegregation study more than pays for itself.

Cost segregation is an engineering analysis of the constructionor acquisition documents of a capital project that identifiesexisting components and assigns the associated costs into proper depreciation classifications for federal income tax purposes.

Accelerated depreciation provides faster “write-off” for taxpurposes and significant cash flow benefits. Cost segregationmaximizes dollars allocated to land improvement (15 years) and personal property (5 and 7 years) vs. real property (39 years).

Under certain circumstances, the assets identified may alsoqualify for the special 50 percent bonus depreciation.

Research & Experimentation (R&D) Tax CreditMany people have the impression that only activities undertaken by people who wear white lab coats qualify as R&D, but that assumption cannot be further from the truth.

We can help you explore the applicability of the R&D credit to your business’s research activities. In fact, we recently were able to save a client $700,000 using R&D credits — credits that the client’s previous CPA firm said they weren’t eligible to claim.

Estate & Gift Tax ServicesKraftCPAs tax professionals regularly counsel clients on retirement planning and IRA distributions and work closely with our client’s other advisors to minimize income taxes before and after retirement. In addition, our tax professionals work closely with clients and their lawyers to structure an estate plan to accomplish each client’s goals. This process not only includes minimizing income and estate taxes, but also understanding the family dynamics and concerns that often impact these estate plans. In addition to providing advice to minimize income and estate taxes, our team also assists clients with gifting strategies. We have helped structure gifting plans, which maximize available discounts in order to transfer the maximum amount while preserving as much of the client’s unified credit as possible.

No matter if our clients’ goals are to maximize the amount passed to their families or to their favorite charity, our tax professionals can help design the right solution!

State & Local Tax ServicesKraftCPAs tax consulting team provides a variety of services tohelp clients proactively address state and local tax issues. Theseservices are designed to promote compliance, and reduce therisk of costly penalties, while helping to ensure that clients paythe least amount of state and local taxes required by law.SALT services include:

» Nexus study » Income/franchise tax return reviews » Restructuring designed to minimize state tax liability » Controversy resolution » Advising on state credits & incentives » Voluntary disclosure agreements

“Does your CPA suggest waysto minimize taxes and grow

your business? That’s the kind of proactive advice we get

from KraftCPAs. If they took care of you the way they’ve taken care

of Sprintz Furniture for 25 years, you could work on growing

your business. Imagine the possibilities!”

Charles Sprintz, Sprintz Furniture

© 2017 Copyright KraftCPAs PLLC

Nashville, TN 615-242-7351

Columbia, TN 931-388-3711

Lebanon, TN 615-449-2334

TAX TEAM LEADERS

linkedin.com/company/kraftcpas-pllc

twitter.com/kraftcpas

facebook.com/kraftcpas

plus.google.com/+kraftcpas

Mark PattersonMemberTax Planning & Consulting Teammpatterson@kraftcpas.com615-346-2488

Jerry MossMember-in-ChargeTax Planning & Consulting Teamjmoss@kraftcpas.com615-782-4279

Founded in 1958, KraftCPAs is one of Tennessee’s largest independent CPA and consulting firms. We have a total staff of more than 190 and seven affiliated companies providing a wide range of compliance and consulting services.

KraftCPAs was selected as one of The 10 Most DependableTM Accounting Firms in the Southeast, a list published in FORTUNE magazine and based on research by Goldline Research.

KraftCPAs is a member of RSM US Alliance, a premier affiliation of independent accounting and consulting firms in the United States, with more than 75 members in more than 38 states, the Cayman Islands and Puerto Rico. Through this affiliation, we have the resources typical of a “Big 4” firm.

RSM US Alliance provides its members with access to resources of RSM US LLP, the leading provider of audit, tax and consulting services focused on the middle market, with more than 9,000 people in 86 offices nationwide. RSM US LLP is the U.S. member firm of RSM International, a global network of independent audit, tax and consulting firms with more than 38,000 people in over 120 countries. Members of RSM US Alliance have access to RSM International resources through RSM US LLP but are not member firms of RSM International.

RSM US Alliance member firms are separate and independent businesses and legal entities that are responsible for their own acts and omissions, and each is separate and independent from RSM US LLP. Visit rsmus.com/aboutus for more information regarding RSM US LLP and RSM International.

About KraftCPAs

“Working with KraftCPAs is always a pleasure.

They love what they do, and it shows.

Smart and happy is hard to beat.”

James Granberry & Justin Albright,OakPoint Real Estate

Visit www.kraftcpas.comto learn more.

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David ListerMemberTax Planning & Consulting Teamdlister@kraftcpas.com615-346-2492