Practice Areas

Federal Tax Matters

• Tax planning for:
  • Business Transactions
  • Law Suit Settlements
  • Expected Future Compensation
  • Family Wealth Transfers
  • Business Sales
  • Sales of Real Property & Investments
  • Other Capital Gain Events

• Representation in:
  • IRS audits
  • IRS collections
  • IRS Appeals
  • the United States Tax Court

Estate Tax Matters

• Representation in IRS Estate Tax Audits
• Preparation of Estate Tax Returns (Form 706)
• Preparation of Estate & Trust Income Tax Returns (From 1041)
• Preparation of Gift Tax Returns (From 709)
• Representation in IRS Valuation Disputes for:
  • Charitable Contributions
  • Fractional Interests in Real Property
  • Business & Tenant-in-Common Interest Discounts
  • Family Limited Partnership Discounts
  • Partnership and LLC Discounts

Estate Tax Planning & Business Planning

• Review of Estate Plans to Maximize Estate Tax and Gift Tax Savings
• Wealth Transfer Planning & Design to Minimize Federal Transfer Taxes
• Comprehensive Family and Business Succession Plan Review
• Design & Implementation of Succession Plan to Minimize Federal Transfer Taxes and Income Taxes

Business Counsel

• Counsel and Advise Businesses and Corporations on:
  • General Business Matters
  • Federal Tax Issues
  • Tax Accounting Matters
  • Risk Analysis and Mitigation