Client Focused. We provide assistance to large and small corporations, partnerships, and other business entities as well as to individuals, families, and tax-exempt entities. Our goal is to become an indispensable, strategic, and trusted business advisor for our clients. We leverage our expertise and experience in creative, responsive, and cost-effective ways to provide value-added and tax-minimizing solutions for achieving our clients’ business and personal objectives.

Private Family Representation. We are very active in representing private individuals and families in a wide array of tax, business, and estate planning matters. We serve as trusted business advisors in connection with planning for family businesses, private foundations, and estates.

Services. We assist clients in structuring, negotiating, and implementing business transactions, relationships, and investments. We provide strategies for dealing with the impact of federal and state tax laws on domestic transactions. Our objective is to help our clients achieve optimum tax efficiencies in their business activities. We are largely involved in the following kinds of matters:

Business Transactions and General Corporate Counseling
  • Proper Business Entity Selection for Tax and Business Purposes
  • Entity Formation
  • Corporate Charter and Bylaw Issues
  • Shareholder and Voting Agreements
  • Capitalization Structure Issues
  • Mergers, Acquisitions, and Spin-Off Transactions
  • Partnership and Strategic Alliance Formations
  • Real Estate Transactions
  • Employment Agreements, Consulting Agreements, and Non-competition Agreements
  • Compliance With Corporate, Partnership, LLC, and Trust Law
Family Business Counseling and Private Foundations
  • Tax Planning Strategies for Families and Closely-Held Businesses, including Formation of Family Limited Partnerships
  • Close Corporation Planning, including Succession Planning
  • Establishment and Administration of Private Foundations, including Unrelated Business Taxable Income and Excise Tax Issues
  • Implementation of Tax Strategies Involving Foundations and Other Charitable Entities
Family Wealth Planning and Estates
  • Estate Planning, including Preparation of Wills and Trusts
  • Transfer Tax Planning and Implementation of Sophisticated Strategies to Minimize Estate, Gift, and Generation-Skipping Transfer Taxes
  • Transfer Tax and Income Tax Planning for Non-U.S. Citizens (Resident and Non-Resident)
  • Handling Decedents’ Estates and Fiduciary Issues in Trust and Estate Administration
Representations Before Taxing Authorities
  • IRS and State Tax Audits
  • IRS Letter Rulings
  • Multi-State Tax Practice Counseling