Precision in
Global Wealth
Full-spectrum accounting, legal, and tax solutions for international private equity, technology leaders, and global families.
Comprehensive Infrastructure Support
We manage the "back-office" complexities of U.S. operations, allowing you to focus on growth and strategy.
Entity & Compliance
- Entity formation
- Bookkeeping & Payroll
- Tax Return Preparation
Tax Structuring
- International Tax Planning
- Cash Repatriation
- Tax Treaty Analysis
Quantitative Services
- CFC/PFIC Filings
- Research Credits (R&D)
- Foreign Tax Credits
Legal & Advocacy
- IRS Tax Controversies
- Exit Strategy Formulation
- Corporate Legal Affairs
Sectors of Expertise
Tailored financial and legal architectures for every stage of growth.
Private Equity
U.S. structuring, tax compliance, and integrated advisory for domestic and international private equity funds.
Professional Services
Tax and financial advisory for partnership-based professional service firms.
Retail & Wholesales
Sales tax, financial clarity, and compliance support for retail and e-commerce businesses.
Technology
Tax, equity, and structuring solutions for fast-growing technology companies.
Life Science & Biotech
Tax and compliance guidance for R&D-driven life science and biotech companies.
Family Office
Integrated tax and financial planning for multi-generational family offices.
Expatriate Family
U.S. tax compliance and planning for individuals living abroad.
Int'l Wealth
Cross-border tax and legal structuring for families with global assets.
Private Equity
Private equity funds - large and small, domestic and international—continue to look toward the U.S. for opportunity. But entering the U.S. market comes with real challenges: choosing the right structure, navigating complex tax rules, and managing day‑to‑day operational requirements that may be unfamiliar. Our team helps fund managers cut through that complexity. We advise on structuring, ongoing compliance, and long‑term planning, including exit strategies. Through our partnership with Zahn Law Group, LLP, we can also coordinate the legal, tax, and accounting needs of your fund and portfolio companies, giving you a single, reliable point of contact. What can we do:
- Formation and structuring of funds and management entities (LP/LLC structures, blockers, management companies, carried interest and waterfall design)
- Multi‑state and international tax compliance, including nexus and apportionment
- Partner and investor reporting: K‑1s, composite and PTET filings, PFIC/CFC, FATCA/FBAR
- Ongoing advisory on fee structures, expense allocations, and carried interest planning
Professional Services
Professional service firms - law practices, medical groups, consulting firms, and others - operate in a fast‑changing environment. You’re managing partner compensation, cash flow, and multi‑state tax exposure while also trying to keep your practice running smoothly. We understand the pressures of partnership structures and the need for clear, practical advice. We help firms design compensation systems, plan for succession, and stay compliant, all while giving leadership the financial clarity they need to make smart decisions. What we can do:
- Choice‑of‑entity planning and restructuring (S‑corp, partnership, PC, PLLC)
- Partner compensation, capital planning, buy‑ins, buy‑outs, and succession design
- Financial statements, dashboards, budgeting, and overhead analysis
- Tax planning for retirement, deferred compensation, and practice sales or mergers
Retail & Wholesales
Retailers, wholesalers, and e‑commerce businesses operate on tight margins and face some of the most complicated sales tax rules in the country. Without accurate reporting and a thoughtful tax strategy, it’s hard to know which products or locations are truly profitable. We help owners get control of their numbers, understand their tax exposure, and build systems that support growth - not chaos. What we can do:
- 50‑state sales and use tax analysis, nexus review, registration, and filing support
- Inventory and COGS strategies, including costing methods and cash‑flow forecasting
- Entity selection and restructuring
- Multi‑location reporting, margin analysis, and forecasting
- Payroll and employment tax compliance across states
- Full bookkeeping support: reconciliations, month‑end close, and timely financial reporting
Technology
Tech companies often scale faster than their tax and finance infrastructure. Teams are distributed, products cross borders, and equity compensation becomes complicated quickly. Without early planning, founders can find themselves explaining messy cap tables, unclear tax positions, or missed elections at the worst possible time. We help tech companies - from early‑stage SaaS to mature software and IT businesses - build a solid foundation. Our goal is to keep tax and legal issues from slowing down your next raise, acquisition, or product milestone. What we can do:
- Start‑up structuring (C‑corp vs. LLC), holding companies, and IP planning
- Tax planning for stock options, RSUs, profits interests, and other equity awards, including 83(b) coordination
- Multi‑state income and sales tax analysis for SaaS, digital goods, and remote teams
- R&D credit studies and documentation
- Transaction planning for venture financing, secondary sales, M&A, or IPOs
- Cross‑border planning and transfer pricing coordination with foreign advisors
Life Science & Biotechnology
Life science and biotech companies face long development cycles, heavy R&D investment, and a regulatory environment that affects nearly every decision. Funding often comes in stages - grants, venture capital, partnerships - each with its own tax implications. We help companies stay organized, compliant, and strategically positioned. With the right structure and documentation in place, leadership can stay focused on science, patients, and partnerships. What we can do:
- Entity and capitalization planning for research‑driven and venture‑backed companies
- R&D credit and incentive analysis with full documentation support
- Revenue recognition and cost capitalization strategies for trials, licenses, and milestones
- Multi‑jurisdiction planning for labs, trial sites, and foreign subsidiaries
- Financial reporting support for investors, boards, and lenders
- Exit planning for strategic sales, licensing deals, and royalty structures
Family Office
Family offices manage far more than investments - they coordinate businesses, trusts, real estate, philanthropy, and multiple generations, often across several jurisdictions. The goal isn’t just compliance; it’s building a long‑term structure that brings clarity and stability. We help families design and maintain a cohesive framework that ties together entities, trusts, governance, and reporting. Our team coordinates income, estate, gift, and charitable planning so families can focus on strategy, legacy, and relationships. What we can do:
- Comprehensive tax compliance for families, trusts, entities, and charitable vehicles
- Income, gift, and estate tax planning, including wealth transfer strategies
- Structuring and administration of family investment entities and operating businesses
- Consolidated reporting and cash‑flow planning
- Philanthropic planning: private foundations, donor‑advised funds, public charities
- Residency, domicile, and multi‑state planning; cross‑border coordination to avoid double taxation
Expatriate Family
Moving abroad is exciting, but it also comes with a long list of responsibilities - U.S. taxes included. Even when you’re settling into a new country, the IRS still expects accurate and timely filings, and falling behind can lead to costly penalties. We help U.S. citizens, green card holders, and nonresidents stay compliant while living overseas. Our team prepares complete, accurate returns, identifies available deductions and credits, and helps you avoid double taxation. Whether you’re current on your filings or need help catching up, we offer a streamlined, judgment‑free process so you can focus on building your life abroad. What we can do:
- Inbound and outbound tax planning for U.S. citizens, green card holders, and nonresidents, including residency and treaty analysis
- Foreign income and asset reporting (FBAR, FATCA, and related forms), plus strategies to avoid or resolve penalties
- Pre‑departure and pre‑arrival planning for compensation, investments, and ownership structures
- Coordination of foreign tax credits, treaty benefits, and local filings to reduce double taxation
- Advisory on equity and deferred compensation for cross‑border executives
- Representation in voluntary disclosure programs and IRS examinations involving offshore issues
Family with International Wealth
Families with global assets face a unique mix of tax, legal, and reporting challenges. Whether you’re a U.S. family investing abroad, a family immigrating to the U.S., or you manage cross‑border trusts and entities, you need advisors who understand both the tax rules and the practical realities of international planning. Through our affiliation with Zahn Law Group LLP, we provide integrated tax and legal support to help you protect and manage your wealth with confidence. Our team works with families, trustees, and advisors around the world to build structures that are compliant, efficient, and aligned with long‑term goals. What we can do:
- Cross‑border estate and inheritance tax planning for U.S. and non‑U.S. family members, coordinated with foreign counsel
- Structuring of holding companies, trusts, and foundations for international assets and beneficiaries
- Planning for U.S. beneficiaries of foreign trusts and foreign beneficiaries of U.S. estates, including reporting and withholding requirements
- Advisory on international real estate and business holdings, including treaty, local tax, and reporting considerations
- Ongoing compliance for global structures, including U.S. returns and foreign information reporting
- Pre‑immigration and pre‑expatriation planning to manage future tax residency and long‑term family objective
Murison Arbor Law and Accounting Firm
"Murison Arbor is a premier financial and advisory firm providing integrated tax, accounting, and legal solutions for private equity funds, professional service firms, technology, retail, life science, and multi-generational family offices. Through strategic partnerships, including with Zahn Law Group LLP, we deliver seamless cross-border advisory, compliance, and wealth planning services—empowering our clients to navigate complexity and focus on growth, innovation, and legacy."