Individuals, their businesses, and families have access to our attorneys, CPAs, and network of resources to address all of their tax planning needs, which is extremely beneficial to high net worth families.

Clients ranging from individuals to tax-exempt organizations to public companies rely on our tax team for federal and state tax matters, choice of business structure, mergers and acquisitions, state tax planning, representation before the IRS, and other taxing authorities. For many years, we have been at the forefront of assisting clients with sophisticated tax planning in the U.S. and internationally. Our tax team, including attorneys and CPAs, consistently works to address our clients’ most complex tax issues by proactively addressing their concerns and future needs. Utilizing our combined 30+ years of experience in tax law and accounting, we dig deep to find tailored solutions for each client's unique situation.

Having worked with many clients for decades, we understand the value of long-standing relationships and are committed to our clients' long-term goals. It’s important for us to proactively plan and work with our clients’ other advisors. Our work today is meant to benefit our clients now, as well as future generations to come, especially when working with high net worth families. A Snapshot of Our Depth

• Estate and gift tax return preparation for individuals and estates
• Assisting individual executors and trustees in administration of estates and trusts
• Assisting businesses, individuals, and CPA firms on complex tax matters
• Corporate, foundation, and individual tax planning
• Family business planning and succession
• Charitable gift planning
• Federal and state tax planning for individuals and entities
• Like-kind exchanges
• Private letter rulings by the Internal Revenue Service
• Representation before the courts and taxing authorities
• Employee benefits and retirement planning
• Sales and use tax
• Structuring mergers and acquisitions
• Tax-exempt entities formation and operation