Regardless of your tax issues, we have the experience and expertise to recognize potential problems and identify preferred solutions. Tax issues arise in the life-cycle of every business and in real estate transactions, estate planning, and estate and trust administration.

We work closely with you and your accountants to understand your unique needs and develop tailored tax strategies that avoid conflicting advice and provide you with the most tax-efficient results. By taking into account both your financial history and aspirations for your financial future, we can partner with you to structure transactions to minimize tax consequences.

Our areas of expertise include:

• Choice of entity

• Gift and estate tax strategies 

• Management and employee compensation

• Mergers and acquisitions 

• Partner and investor participation

• Private Letter Rulings

• Sale of business

• Section 1031 (Like-kind) Exchanges

• Restructuring of closely held businesses

• Tax planning for pass through entities

• Transfer of business to descendants