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Our Team
Daniel J. Hellmann, CPA
Debra S. Pitschman, CPA
Evan Callahan, CPA
Gil Davis, CPA/PFS
David J. Mesko, CPA
Sarah McPhee, 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
IRS frees life insurance exchanges from tax traps
July 10, 2026
Final regulations on Section 1035 insurance exchanges eliminate problems from earlier regulations that affected corporate reorganizations and death benefits.
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