M. Ryan Musgrove Email and Phone Number

Pathstone is a U.S. based independent, employee and family-owned wealth advisory firm. We offer multigenerational families and nonprofit institutions strategic family office services and customized investment solutions. Our dedicated team of professionals has decades of experience serving complex families and institutions, and helping them define and meet their goals. Our legacy of integrated family-office solutions, long respected internal research, and expertise in sustainable and impact investing make us thought leaders in the industry.

Pathstone Federal Street is a U.S. based independent, employee and family-owned wealth advisory firm. We offer multigenerational families and nonprofit institutions strategic family office services and customized investment solutions. Our dedicated team of professionals has decades of experience serving complex families and institutions, and helping them define and meet their goals. Our legacy of integrated family-office solutions, long respected internal research, and expertise in sustainable and impact investing make us thought leaders in the industry.

Financial Accounting: Worked with client data in Creative Solutions Accounting Software to make accounting entries and Compile financial statementsIndividual Income Tax: Prepared tax returns from client-provided forms and organizers in Creative Solutions UltraTax. Worked with client contact associates to answer any remaining questions, submitted returns to review, and made any corrections necessary. Tax Research using CCH Intelliconnect:1. Looking up the requirements for client tax engagement letters for partnerships, C-corporations, S-corporations, trusts, and estates. Modifying company engagement letter templates to comply with the most up-to-date standards and examples.2. Requirements for using a multiple support agreement to determine which supporter gets to deduct medical expenses and the personal exemption.Special ProjectsResearching the deferral of gain from a liquidating distribution of notes under installment treatment from an S-corporation in the event of a sell-off of all assets. Calculated the basis of the assets after the transaction. Section 453(h) applicable. Researched a total stock sale as an alternative.Analyzed past tax records to determine value and basis in an IRA account dating back to the early 1990's.

Financial Accounting:Inputting and working with client data in Datafaction Accounting Software. Recording client transactions, performing bank reconciliations, and creating and updating vendor profiles.Individual and Entity Income Tax:Using Pro Systems fx tax software to input tax return information.IRS Tax Audit:Assisting in compiling and organizing documents in response to an IRS Document Request Tax Research using BNA:various topicsSpecial Projects:Using Datafaction Manuals to determine how to enable intercompany transactions.Using Datafaction Manuals to determine how to enable automatic adjusting and closing entries.