Alliantgroup
alliantgroup
| Type |
Tax consulting service |
| Industry |
Professional services |
| Founded |
2002 |
| Headquarters |
Houston, TX, U.S. |
| Key people |
Dhaval Jadav, Chief Executive Officer
Shane T. Frank, Chief Operating Officer
Sonny Grover, Executive Vice President
Jeremy Fingeret, Managing Director – Operations
Lynn Hedlund, National Managing Director – Business Development
Mark W. Everson, former IRS Commissioner
Kit Bond, former Missouri Governor and Senator
Jim Ramstad, former Minnesota Congressman
Dean Zerbe, former Senior Counsel and Tax Counsel to the Senate Finance Committee under Senator Charles Grassley
|
| Services |
Research & Development Tax Credit
Interest Charge Domestic International Sales Corporation
Domestic Production Deduction
State and Local Tax Services
Hiring Credits and Incentives
Energy Efficient Commercial Building Deduction
Tax Controversy Services |
| Employees |
250 (as of November 2011) |
| Website |
alliantgroup |
alliantgroup is a national tax consulting services firm that works with CPA firms and their business clients to identify and claim available federal and state government-sponsored tax credits and incentives. alliantgroup assists companies with obtaining tax incentives for activities such as research and development, manufacturing, exporting, energy-efficient design, and hiring in certain established enterprise zones.
History
alliantgroup was founded in 2002 by Dhaval Jadav, CEO, formerly with Big 4 accountancy firm Deloitte, and Shane Frank, COO.
Services
alliantgroup’s services include identifying credits and deductions for businesses and developing detailed studies to substantiate claims in connection with the following federal and state tax incentive programs:
- Export Incentives: Interest Charge Domestic International Sales Corporation (IC-DISC): To encourage a better balance of trade and help keep U.S. products competitive in the world market, the government offers certain tax incentives for U.S. companies that sell goods and services abroad.[2]
- Domestic Production Deduction (DPD): The Internal Revenue Code Section 199 provides tax incentives for businesses that perform domestic manufacturing and certain other production activities.[3]
- Energy-Efficient Commercial Building Incentives: Based on Section 179D of the Internal Revenue Code, tax benefits are available for the design and installation of energy-efficient systems including interior lighting, HVAC, hot water, or building envelopes in commercial and government buildings.[4]
- State and Local Tax (SALT) Credits: Tax breaks including state add backs and modifications, alternative filing positions for apportion able and allocable income, and nexus issues related to state income and franchise taxes may be available to certain businesses in many states and cities.
- Hiring Credits and Incentives: States such as California offer hiring tax credits and deductions to employers to encourage and stimulate growth, development, and investment in economically depressed areas.[5]
- Tax Controversy Services: alliantgroup represents clients undergoing IRS or State examinations. alliantgroup provides full audit defense services associated with such examinations that includes pre-audit risk analysis and planning, representation through IRS and State administrative proceedings and further, assistance with lawsuits (or other legal matters) and litigation support.[6]
Notable current employees and board members
- Kit Bond, former Missouri Governor and U.S. Senator, current alliantgroup Senior Advisor
- Philippe Camus, Chairman of the Board of Directors of Alcatel-Lucent, current alliantgroup board member
- John T. Dillon, retired Chairman and Chief Executive Officer of International Paper, current alliantgroup board member
- Mark W. Everson, former IRS Commissioner, current alliantgroup Vice Chairman
- Rick Lazio, former U.S. Congressman (New York), current alliantgroup Director
- Jim Ramstad, former U.S. Congressman (Minnesota), current alliantgroup Senior Advisor
Strategic Advisory Board
A strategic advisory board composed of industry experts including those formerly from Big 4 accounting firms, law firms, and the IRS, provides guidance to alliantgroup's directors and clients.[7] Members of the advisory board include former IRS Commissioner, Mark W. Everson,[8] former Missouri Governor and U.S. Senator Kit Bond,[9] former Minnesota Congressman Jim Ramstad,[10] as well as Dean Zerbe, former Senior Counsel and Tax Counsel to the U.S. Senate Finance Committee under Senator Charles Grassley.[11] In January 2010, Zerbe was profiled on Keith Olberman’s show as part of the“Worse, Worser, Worst” segment for his comments on Wyclef Jean’s Haitian relief fund[12]
References
- ^ Johnson, Hilary (September 15, 2010). "How to Take Advantage of the R&D Tax Credit". Inc.. http://www.inc.com/guides/2010/09/how-to-take-advantage-of-the-research-and-development-credit.html.
- ^ Zerbe, Dean (July 27, 2010). "Save the 'IC-DISC' Export Tax Break". Bloomberg Businessweek. http://www.businessweek.com/smallbiz/content/jul2010/sb20100726_149647.htm.
- ^ Karnis, Daniel (September 2010). "Maximizing the Section 199 Deduction". Journal Of Accountancy. http://www.journalofaccountancy.com/Issues/2010/Sep/20102727.htm.
- ^ "IRS official website. "Deduction for Energy Efficient Commercial Buildings," Section 1: Purpose.". http://www.irs.gov/irb/2008-14_IRB/ar12.html#d0e3950. Retrieved 2011-09-15.
- ^ "State of California Franchise Tax Board. "Frequently Asked Questions About Enterprise Zone Tax"". http://www.ftb.ca.gov/forms/misc/1126.pdf. Retrieved 2011-09-15.
- ^ "alliantgroup's Tax Controversy Services Seeing Growth With Heightened Audits on Federal, State and Local Level". Reuters. August 9, 2011. http://www.reuters.com/article/2011/08/09/idUS184214+09-Aug-2011+PRN20110809.
- ^ "alliantgroup company profile on bioportfolio.com". http://www.bioportfolio.com/corporate/company/20731/Alliantgroup.html. Retrieved 2011-09-15.
- ^ Perrt, Gail (August 8, 2009). "Former IRS commissioner joins alliantgroup". AccountingWeb. http://www.accountingweb.com/topic/firm-news/former-irs-commissioner-joins-alliantgroup.
- ^ "Kit Bond joins alliantgroup as adviser". St. Louis Business Journal. August 25, 2011. http://www.bizjournals.com/stlouis/news/2011/08/25/kit-bond-joins-alliantgroup-as-adviser.html.
- ^ "alliantgroup Bolsters Top Tax Talent with Congressman Jim Ramstad". Minnesota Business. http://www.minnesotabusiness.com/article/alliantgroup-bolsters-top-tax-talent-congressman-jim-ramstad-0.
- ^ "Dean Zerbe Forbes contributor biography". http://blogs.forbes.com/people/deanzerbe/. Retrieved 2011-09-15.
- ^ [Countdown w/ Keith Olberman; “Worse, Worser, Worst” segment] (in English). MSNBC. January 15, 2011.
External links