• Craft Settlement Agreements
• Develop Most Advantageous Tax Structures
• Create Efficient & Cost Effective Plans of Allocation

• Interface with Financial Institutions
• Monitor Funds
• Ensure Compliance with Tax Laws, Rules & Regulations
• Tax Administration of QSFs & Fair Funds
• Assist with Structuring Settlements

• Design & Print Notices and Claim Forms
• Place Notices & Claim Forms
• Contact Nominees
• Locate Current Addresses
• Place Summary Publications in Media

• Single Language & Multi-lingual Support
• 24/7 Toll Free Global Telephone Service
• Automated, Inter-active Message Systems
• Skilled Service Personnel

• Design & Implement Secure and Customized Websites
• Design & Analyze Database Systems
• Design & Initiate Notification Programs
• Design & Execute Claims Processing Programs

• Develop Plans of Allocation
• Verify Data
• Document Claims
• Maintain Claimant Data
• Validate Claims & Settlement Amounts
• Calculate Claim Amounts under Plans of Allocation

• Verify Claims & Distribution Amounts
• Prepare & Distribute Settlement Checks
• Reconcile Distribution Amounts
• Prepare Final Reports
• Investor Support Services
• Setup FDIC Insured Escrow Accounts
• Tax Compliance & Administration of QSFs & Fair Funds

• Consult on Structuring of Settlement Agreements
• Manage Tax Compliance Procedures
• Monitor & Report on Distribution & Check Status
• Provide Representation before Taxing Authorities
• Negotiate Penalties & Interest
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  Tax Compliance & Administration of QSFs & Fair Funds
  
  Qualified settlement funds and grantor trusts are subject to taxation under IRC section 468(B). Addressing critical tax issues early in the settlement phase protects counsel, preserves fund assets and ultimately, helps streamline the process. If involved initially, Heffler, Radetich & Saitta LLP helps craft the settlement agreement, thus advising on its most advantageous tax structure. Once in place, keeping counsel apprised of claims status through weekly reports ensures compliance with the myriad tax laws, rules and regulations impacting the management of settlement funds.
  
  Knowledgeable Tax Professionals Ensure Compliance
  IRC section 468(B) was enacted in the 1980s, and Heffler, Radetich & Saitta LLP was involved in the hearings and made recommendations to the US Department of Treasury for the drafting of regulations on Qualified Settlement Funds. Today, it is a leading CPA firm with a practice concentration in Claims Administration Services, offering unparalleled tax expertise in the administration of Qualified Settlement Funds and Fair Funds.

Heffler Claims Administration is a division of Heffler, Radetich & Saitta LLP