The Bipartisan Budget Act (BBA) of 2015 will close unintended loopholes from two techniques frequently used when claiming social security benefits: the “Restricted Application” and “File-and-Suspend” strategies. The “Restricted Application” strategy is currently used to claim spousal benefits, generally on […]
Wouch, Maloney & Co., LLP is a regional certified public accounting firm that provides closely-held business and personal clients with a wide array of accounting services. Our domestic multi-state and international clients have come to rely on our highly technical and personalized expertise. For over twenty-five years, our firm has provided these services in a proactive, knowledgeable, and caring manner. We skillfully respond to the varied goals and needs of our clients, as we help to preserve and enhance their economic well-being.
Latest News & Events
If we compile or review your business’s financial statements, you will soon be seeing changes to both our engagement letters and our reports for those services. Recent changes made by the American Institute of Certified Public Accountants (AICPA) to the […]
Early in my career, the partners at Wouch, Maloney & Co. instilled in me the firm’s core values: To be knowledgeable, caring, proactive, and responsive. These four core values have been integral to my personal development, but they’ve also been […]
Assist in Court Ruling
Wouch, Maloney & Co., LLP assists client in $3 Million court ruling on November 3, 2015 in United States District Court for the Eastern District of Pennsylvania. A federal jury ruled in favor of a packaging machinery company that alleged a tray manufacturer it dealt with stole its business by ultimately selling directly to the company’s clients. The verdict was rendered in favor of the client in its case against tray-maker. In the Federal Court trial, Wouch, Maloney & Co., LLP provided a damage report analysis and expert testimony identifying $3.4M in damages sustained by the Plaintiff.
Product Pricing and Cost Analysis
Wouch, Maloney & Co., LLP successfully assisted a major client with substantially improving its profitability by performing a study of its product pricing and current cost structure. The study enabled the client to identify areas of underpricing relative to competitors, identified specific costs related to product lines and assisted the client in creating procedures to monitor specific costs and apply them to various pricing models. As a direct result of implementing changes to its product pricing, the client’s bottom line increased over 100%, strengthening the Company’s financial position considerably.
Wouch, Maloney & Co., LLP provided valuable assistance to a client in analyzing a specific investment opportunity. The investment was suboptimal for the client with respect to both tax and retirement planning based on its structure and contractual requirements. We were able to assist the client in choosing an alternative investment plan that saved substantial income taxes, preserved retirement benefits and achieved the goals desired while avoiding the financial pitfalls of the original proposal.
Mergers and Acquisitions
Wouch, Maloney & Co., LLP successfully assisted a major client with structuring a buy-in. The buy-in encompassed a commercial real estate portfolio valued at over $166 million owned by 9 separate partnerships. Advice on entity selection and extensive tax planning resulted in a structure that was acceptable to the purchaser yet enabled our client to complete the transaction at a tax cost that was several million dollars less than the taxes that would have resulted from the original proposed structure.