Tax Planning &  Compliance

Nearly Every Financial Decision has Tax Implications.

The constantly evolving landscape of tax law and regulatory compliance – especially across state or national borders – might seem impossibly complex. But this is a world we navigate and know intimately. Our clients rely on this deep and specialized experience.

In this ever-changing financial landscape, it is necessary to partner with an accounting firm that is aware of the ins and outs of the latest legislative matters, both domestically and globally.

Tax planning should be an important aspect of your total financial planning process. To help meet your needs, Templeton provides a wide variety of tax services for businesses and individuals. Our focus is our client’s success, whether we’re assisting with foreign or domestic structuring, providing up-to-date information on tax legislation or developing an estate or succession plan strategy.

Our tax compliance services are built around effective evaluation of federal, state and local tax positions. We utilize technology to create efficiencies in the process to provide our clients with proactive solutions to meet their personal and business tax filing requirements.

We can assist you with resolving tax notices and inquiries by representing you before tax authorities and handling tax audits and, when necessary, appealing positions with the tax authorities.

Cost Segregation

We assist clients with the analysis of all expenditures related to the construction of new buildings, real estate acquisitions, renovations, and large development projects as part of our cost segregation studies. By offering our clients a seasoned team with experience in the areas of fixed asset accounting and engineering we are able to work through the process of identifying shorter lived assets that often are buried or lumped together with longer lived assets.Whether you need assistance with capital gain planning, advice on like-kind exchanges or help with complex depreciation rules, we are happy to assist you.


Steven P. Leone Earns Certified Valuation Analyst Credential

West Palm Beach, Fla. – April 3, 2018  Templeton & Company is pleased to announce that Steven P. Leone, CPA, CVA, Managing Tax Partner, has successfully completed the certification process with the National Association of Certified Valuators and Analysts® (NACVA®) to earn the Certified Valuation Analyst® (CVA®) designation. The CVA designation is granted only to […]

Gotta Get Away: Timeshares, Hotels and the Sharing Economy

By Kevin Riley It’s a familiar tale: An entrepreneurial business model enters the real estate market, disrupting traditional players. Even now-ubiquitous chain hotels were once a disruptor and, in the 1970s, timeshare executives were the ones shaking up the hospitality market. Timeshares became such a competitive presence that every major hotel conglomerate entered the market […]

Tax-Exempt Bond Compliance

By Marc Berger, CPA, JD, LLM One of the benefits of tax exemption under Internal Revenue Code (IRC) Section 501(c)(3) is the ability to use tax-exempt financing. Tax-exempt bonds generally carry a lower interest rate than taxable bonds and the interest received by the bondholders is excludable from income for federal income tax purposes. Because of […]