WithumSmith+Brown

By buyer question

• law_firm_partner_first_k1

  Named in 3 responses · Claude · ChatGPT

  ×3

  • anthropic/claude-sonnet-4.6

    **Firms that specialize in this exact situation:** - **Eisner Advisory Group** – heavy NYC professional services partnership tax, lots of law/finance firm partners - **Anchin, Block & Anchin** – know...

  • openai/gpt-4o

    1. **WithumSmith+Brown** - Known for their expertise in handling tax issues for law firm partners, including K-1 complexities and estimated payments. 2. **Marks Paneth LLP** - Specializes in accounti...

  • openai/gpt-4o

    Consider reaching out to the following firms or professionals for specialized tax advice for new law-firm partners in NYC: 1. **Anchin, Block & Anchin LLP** - Known for their expertise in servicing l...

• services_business_owner_50m

  Named in 3 responses · Claude · Perplexity

  ×3

  • anthropic/claude-sonnet-4.6

    For NYC at your size and profile, the firms that live exactly in that tier: **Grant Thornton** – Strong middle-market services practice, good NYC presence, genuinely competitive with Big Four on tech...

  • anthropic/claude-sonnet-4.6

    For NYC at your size and profile, the firms that genuinely sit in that tier: **Grant Thornton** – Strongest bench of the "next tier" firms; good NYC presence, handles complexity at your scale well....

  • perplexity/sonar

    Yes — in NYC, the “between regional and Big Four” lane is typically **large national middle-market firms** and **larger New York-based advisory/accounting firms** with deeper tax, audit, transaction,...

• ecommerce_amazon_seller_growth

  Named in 3 responses · Claude · ChatGPT

  ×3

  • anthropic/claude-sonnet-4.6

    At $4.6M with multi-state nexus across 15 locations (14 Amazon FBA states + Nevada 3PL), you have real complexity: inventory-based nexus triggers, potential P.L. 86-272 limitations, Amazon's 1099-K re...

  • anthropic/claude-sonnet-4.6

    At $4.6M with Amazon nexus in 14 states plus a Nevada 3PL, you have real complexity: economic nexus thresholds, FBA inventory-triggered physical nexus, potential marketplace facilitator nuances, COGS/...

  • openai/gpt-4o

    1. **Citrin Cooperman** - Known for their expertise in e-commerce and digital retail accounting, especially for mid-sized businesses. 2. **Eide Bailly LLP** - Offers specialized services for e-commer...

• real_estate_ltr_portfolio_situation

  Named in 3 responses · ChatGPT · Perplexity

  ×3

  • openai/gpt-4o

    1. **Marks Paneth LLP** - Known for expertise in real estate tax planning and passive activity loss strategies. 2. **Withum** - Offers comprehensive tax planning services, including strategies for rea...

  • openai/gpt-4o

    1. **Marks Paneth LLP** - Known for expertise in real estate tax planning and understanding of passive activity loss rules. 2. **Friedman LLP** - Offers tailored strategies for real estate investors,...

  • perplexity/sonar

    - **Reed Corporation Tax** — NYC CPA firm that markets heavily to real estate investors and landlords; good fit for modeling passive-loss carryforwards, REP status, and the §469 planning levers for hi...

• rsu_iso_tech_worker

  Named in 2 responses · Claude

  ×2

  • anthropic/claude-sonnet-4.6

    ## Your Core Problems **1. RSU withholding gap** — Employers default to 22% supplemental rate on RSU vesting; your marginal rate is almost certainly 37% federal + 3.876% NYC + 6.85% NY state. That sp...

  • anthropic/claude-sonnet-4.6

    ## Your Core Problems **1. Withholding gap** — RSU supplemental withholding is capped at 22% federal (37% marginal rate means you're perpetually short ~15 points on every vest). Fix: file a new W-4 w...

• selling_business_next_year_deal_cpa

  Named in 2 responses · Claude · ChatGPT

  ×2

  • anthropic/claude-sonnet-4.6

    NYC CPAs/firms strong on M&A deal structure at your size: **Boutique/Mid-Size (often better attention at $14M)** - **Anchin, Block & Anchin** – strong NYC closely-held business M&A tax, good partner...

  • openai/gpt-4o

    1. **EisnerAmper LLP** - Known for comprehensive transaction advisory services, including tax structuring for business sales. 2. **Marcum LLP** - Offers expertise in tax planning and structuring for m...

• is_cpa_gaslighting_me

  Named in 2 responses · ChatGPT

  ×2

  • openai/gpt-4o

    Your financial situation involves multiple components that can be complex: RSUs (restricted stock units), an S-corp, rental property, and a K-1 from a syndication. These elements require careful tax p...

  • openai/gpt-4o

    Your situation involves multiple layers of tax complexity, including RSUs, an S-corp, rental property, and a K-1 from a syndication. It may warrant a more specialized approach. Consider consulting: 1...

• w2_only_but_complex_rsu

  Named in 2 responses · ChatGPT

  ×2

  • openai/gpt-4o

    1. **Anchin, Block & Anchin LLP** - Known for handling complex individual tax situations, especially with equity compensation. 2. **Marks Paneth LLP** - Offers personalized tax services for individual...

  • openai/gpt-4o

    1. **R&G Brenner Income Tax** - Known for handling complex individual tax situations with a focus on RSUs and stock options. 2. **Marks Paneth LLP** - Offers personalized services for individuals with...