Serving Individuals

Tax Preparation and Planning:

• Families with complicated tax challenges
• Real Estate Taxation and Planning: Purchase analysis, Financing, 1031 Exchanges, and Foreclosures
• International Tax: Expatriates, Foreign Accounts, Penalty avoidance
• Estate, Gift & Trust Tax Planning and Return Preparation

Tax Controversies:

• Strategic Federal, State & Local Tax Representation
• Collections Strategies: Liens, Levies, Seizures, Payments, Offers in Compromise

Personal Financial Planning:

• Planning for Business and Real Estate
• Retirement Planning from a Tax Perspective
• Risk Management
• Estate Planning and Charitable Planning