Tri-Merit partners with leading CPA firms across the country to provide specialty tax services related to R&D, §179D and Cost Segregation. Partnerships range from simple fee-sharing agreements to more involved, dedicated private-label services. Their team is made up of a combination of CPA’s, attorneys, and technical subject matter experts (mechanical, electrical, chemical engineers, etc.) with extensive experience in researching and identifying all eligible tax credits, deductions and incentives. They offer clients a free phase one feasibility assessment for all services in order to analyze the potential benefit for the client and to scope out the size of the engagement. Additional services include audit defence and CPE education.

 

Contact:
Patrick Kennedy
Senior Vice President

1051 Perimeter Drive Suite 370
Schaumburg, IL 60173
O:  +1 847 637 5677 ext. 122
M: +1 708 846 0445
E: pkennedy@tri-merit.net
W: www.tri-merit.net

Founded in Austria in 2017, Valutico is a web-based valuations platform providing the financial services industry and valuation practitioners with data-driven tools to conduct analysis more efficiently.

With headquarters in Vienna and subsidiaries in the UK and USA, Valutico empowers businesses and experts to perform accurate valuations in minutes while solving the issue of complex tools, lack of data sources and time-consuming reporting. Valutico provides access to reliable market data from leading financial databases, cross-checks business plans and provides useful suggestions to promote consistency and plausibility.

With over 15 of the world’s leading valuation methodologies to choose from and saving experts precious time transferring results from spreadsheet to slides, Valutico is carving a new generation in valuations.

Our partnership with Valutico allows GGI and GCG members worldwide to take advantage of a special Group Deal to access the services of Valutico. For more information, please contact Marco Izzo or Mr Greg Brown directly, as per contact details below.

Reference Contact:

Greg Brown
Director
e: g.brown@valutico.com
t: +44 (0) 7595719522
w: valutico.com
Address UK: 25 Farringdon Street, London EC4A 4AB, UK

Vontobel Swiss Wealth Advisors AG is a Zurich-based financial investment advisory firm. It is a member of the widely respected Vontobel Group, which has been active for almost 100 years.

Vontobel Swiss Wealth Advisors AG, with its focus on the North-American region, provides internationally diversified wealth management solutions to US investors. It is registered as an Investment Adviser with the US Securities and Exchange Commission (SEC). The firm’s key portfolio services includes: Investment Management Programs, Client Directed Advisory Programs, Multi-currency capabilities, Global diversification, Geographic separation of our clients' assets (with custody of assets in Switzerland) and US tax statements and 1099 reporting.

The combined strength of the multi-currency platform and investment expertise allows Vontobel Swiss Wealth Advisors AG to serve its clients as an exclusive and sustainable partner with tailored wealth management solutions.

Vontobel Swiss Wealth Advisors AG
Gotthardstrasse 43
8022 Zurich / Switzerland
T: +41 44 287 81 10
E: info@vontobeladvisors.com
W: https://www.vontobeladvisors.com