Advised venture capital fund as to most efficient tax structure
Advised multi-national company as to most efficient tax structure of European acquisition
Provided business and tax planning relating to medical practice mergers
Represented tax-exempt educational institution in regard to an IRS challenge to its exempt status
Represented public company in corporate restructuring
Represented individuals and businesses in state and federal tax audits
Advise and counsel regularly with a number of foundations, churches, charitable trusts, and other tax-exempt entities
Assist high net worth families with tax and estate planning – including preparation of individual returns, trust returns, small partnership returns, and private foundation returns as they relate to the overall wealth transition plan of the family