Other Services

Business Valuation

S
tief & Castro provides business valuation services for closely held businesses, personal and family ownership interest, and professional practices throughout South Florida. Our firm is well versed in the discipline of determining the value of a business based on years of experience and extensive accreditation. Rigorous analysis of tangible and intangible assets can be expected when determining the risk associated with an investment or organization with regards to its financial workings, operational environment, strengths, disputes and day to day management.

 

Our consulting and valuation services provide you with results that will stand up in Court, assist you in trial preparation, and yield comprehensive conclusions.

We provide
a full range of
business valuation
services including:

  • Divorce (Equitable Distribution)
  • Economic Loss Analysis (Before and After)
  • Management Buyouts
  • Employee Stock Ownership Plans (ESOPs)
  • Estate Planning and Taxes
  • Bankruptcy
  • Minority Shareholder Disputes and litigation
  • Solvency analysis and fraudulent conveyence
  • Financial Due Diligence
  • Mergers and Acquisitions
  • Purchase Price Allocation
  • Shareholder Fraud Analysis

Forensic Accounting

F
orensic accounting can best be described as “applying specialized knowledge and investigative skills to collect, analyze, and evaluate a financial situation, then communicate those findings in a court room, board room or other venue.” A more simple definition is “the art and science of investigating people and money.”

 

Stief & Castro assists both law firms involved in litigation and also companies with research and financial analysis in situations where fraud is suspected. We use our specialized knowledge and investigative skills to complete our investigations competently and efficiently. Utilizing our in-depth knowledge of business and financial systems, we methodically investigate financial records and present our findings with clear, concise documentation. Our experts have the benefit of extensive legal and accounting backgrounds with certifications such as CPA (Certified Public Accountant) and CFF (Certified in Financial Forensics).
  • Civil and Corporate Fraud
  • Criminal Fraud
  • Calculation of Damages
  • Bankruptcy
  • Personal Injury
  • Wrongful Death
  • Embezzlement’
  • Spousal Dishonesty
  • Insurance fraud
  • Investigation of suspicious or questionable transactions
  • Investigation of theft of company assets and resources
  • Analysis of transaction flows
  • Investigation of financial reporting irregularities
  • Search for unreported income and assets
  • Investigation of purchasing fraud and kickback schemes
  • Analysis of accountants’ work papers and programs

Our typical
forensic engagements
include:

Financial Planning

F
inancial planning is a life-long pursuit, subject to change over time. Circumstances change, like during and after a divorce. Forensic accounting often focuses on the past and determines what parties are legally required to do and legally able to receive. The analysis however should not stop at the divorce, but rather, should continue post-divorce.

 

Financial planning starts with an in-depth understanding of a client’s client issues and concerns and a clear understanding of his or her needs and goals. Whether you just decided to start financial planning, or you just experienced a life changing event like divorce, we can help you identify issues and set goals. At Stief & Castro, our financial planning professionals are continually working to make those goals a reality for each and every one of our clients. We are dedicated to helping our clients make smart, educated and well-thought out financial decisions throughout all stages of life.

 

We assist our clients with “big picture” budgeting and cash flow planning, tax planning, retirement planning, investment planning, education planning and insurance planning goals. Then, we work with other professionals, including portfolio managers, insurance specialists, retirement plan consultants, accountants, lawyers, bankers, real estate professionals and mortgage brokers (to name a few) in order to help our clients connect with the right service providers, while helping our clients keep their eye on the big financial picture.

Tax and Accounting Services

A
t Stief & Castro, we have been very fortunate that our work allows us to predominantly focus on our niche, family law litigation support and mediation. Notwithstanding, we still assist clients on a case by case basis with their traditional tax and accounting needs.

 

We guide our personal clients through a full range of tax planning and preparation decisions with strategies that minimize tax liabilities and maximize cash flow in order to help them reach their financial goals.

 

We also know that all companies, whether established businesses or start-ups, rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities.

We provide
the following services
to our personal and
business entity clients:

  • Personal tax planning and return preparation
  • Corporate tax planning and return preparation
  • General ledger and financial statement preparation
  • Bookkeeping (monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Litigation Support

S.M.A.R.T. Solutions to Your Complex Problems

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