Net Operating Losses and Amended Returns: Maximizing Benefits of NOL Carryforwards and Filing Refund Claims

Mr. Dyer manages and reviews all aspects of federal and state tax compliance for C-corporation, S corporation and partnership returns, including consolidated C-corporation returns. He advises businesses on a wide array of tax matters including but not limited to reorganizations and employee benefits. He manages and reviews all aspects of the preparation of high net worth individual returns and conducts tax research on federal and state tax issues. He also handles tax controversies, including at the examination, appeals and collections stages.

Mr. Kelson is the Co-Leader of the firm’s National Tax Office and a leader in the New Jersey office, bringing 30 years of experience to his role. He also heads the firm’s Tax Thought Leadership initiative. Mr. Kelson’s expertise includes tax compliance and planning, mergers and acquisitions, bankruptcy and turnaround situations, and SEC issues related to IPOs and privatization. He has extensive experience in the taxation of pass-through entities and Section 1202 Qualified Small Business Stock (QSBS). He has presented numerous webinars on Section 382 (regarding the carryover of corporate tax attributes). Mr. Kelson’s background spans various industries, including manufacturing, distribution, technology, and professional services. Among his clients have been a $1 billion brand management company, a $500 million linens/bedding distributor, a regional airline, and multiple software entities. He is frequently quoted in business publications for his tax insights and has appeared on television to discuss potential tax changes.