TAX CREDIT EXPERTS

                                  Expert Tax Solutions with a Personalized Approach

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Steward Hamilton started in 2019 advising clients on complex finance, and accounting issues. The partners, have over 20 years of experience handling complex financial issues. We are a full-service Consulting CFO, Bookkeeping, ERC and PLTC procurement firm headquartered in  Orange County, California. We strive to provide the best possible outcomes for our clients by offering a broad range of services for business owners, executives and independent professionals alike.

A partial sampling of our services includes:

  • Risk Management and Reduction –internal control design, documentation, and remediation effort.
  • Expense Reduction / Optimization – tax saving initiatives resulting in hundreds of millions in savings.
  • Fund and Product Formation – new product formation and development in traditional marketable securities areas (equities and fixed income, domestic and international), alternative investment funds (mezzanine, energy, international private equity, real estate, distressed) and retail product deliverables (mutual funds, UCITS funds, mini-institutional programs and wrap programs).
  • Acquisition and Divestitures – mergers and acquisitions involving purchase and sale of investment management companies. Involved in spin-offs, including those that resulted in continuing joint venture relationships or profit participations.
  • Joint Ventures – domestic (real estate, global-macro) and international (in several emerging markets as well as developed markets)
  • Corporate Transactions – loans and financing, restructuring.
  • Product Support – separate account process. Responsible for design of process to ensure compliance with legal and regulatory actions. Database development for key contractual and regulatory provision triggering actions.
  • Policies and Procedures – developed comprehensive policies and procedures to address complex and changing tax regulations.
  • Corporate Matters – fee sharing and carried interest arrangements (with vesting conditions), stock ownership plans, phantom stock plans, various incentive plans. IT interfacing and development.