TRITECH Consulting TAX Services

 

TriTech's consulting team offers a variety of assistance with state and local tax issues and planning. Our goal is to provide competitively priced state and local tax guidance to our clients. We can help with audit issues, planning ideas, minimization of retaliatory tax strategies, mergers & acquisitions, sales and use tax, unclaimed property and state income tax compliance. We offer hourly and contingent fee based agreements. Our tax accountants and lawyers have decades of both insurance and non-insurance state tax experience. When our insurance company clients face new state tax challenges, our consulting staff is ready to offer assistance at any level in a timely and effective manner.

 

More Services

Re-Domestication
  • Provide analysis of the potential retaliatory tax reductions that can be obtained through re-domestication.
  • Recommendations for choosing a favorable state.
  • Assist with implementation.
Mergers and Acquisitions
  • Mergers and acquisitions
  • Transactional analysis
  • Line-of-business impacts of retaliation

Premium and retaliatory taxes are the largest state tax burdens that insurance companies are liable for in the various states. These taxes, while ostensibly simplistic at first glance, involve complex analysis and require a deep understanding of insurance products and operations.

The main focus of our reviews centers on premium, retaliatory, income,
sales-use, property and other miscellaneous taxes and unclaimed funds.

Generally speaking, we have found that a three-phased approach is the most efficient way to conduct our consulting reviews.

Our Leaders

Bob Sartori
Bob Sartori
Vice President

(214) 785-7668

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Gene Capobianco
Gene Capobianco
Consultant

(214) 785 7667

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Christine Gustafson
Christine Gustafson
Consultant

(262) 966 2587

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