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Our Team
Daniel J. Hellmann, CPA
Mark A. Ulishney, CPA
Gil Davis, CPA/PFS
Debra S. Pitschman, CPA
David J. Mesko, CPA
Services
Accounting, Assurance and Auditing Services
Business Valuations
Comprehensive Tax Planning
Cost Segregation Studies
Divorce Planning
Employee Benefit Plans
Estate Planning
Internal Audit Services
LIFO Services
Litigation Support
Management Advisory Services
Temporary CFO’s & Controllers
Industry Groups
Career Colleges
Construction
Government
Health Care
Manufacturing
Non-Profit
Real Estate
Restaurant & Retail
CSD Financial
Tax Resources
Careers
Contact
Accounting News
Senate probes $40B tax shelter in private placement life insurance
February 21, 2024
The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.
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