Our clients include:
• Private companies
• Public corporations
• Federal and state banks
• Thrifts
• Mortgage companies and credit counseling entities
• Not-for-profit institutions
• Individuals in all tax brackets
• Real estate developers
• Owners
• Investors
• Trade associations
Clients regularly ask us to perform the following sample services:
• Deliver high-level corporate tax services to family held businesses, high-tech startup firms, publicly traded corporations and not-for-profit institutions
• Provide tax structuring in mergers and acquisitions as well as advise on multi-state tax planning
• Represent developers, syndicators, investors and entities in real estate transactions that acquire, manage, sell or hold real estate
• Advise individuals in all types of personal, partnership and executive compensation structures including stock option plans and employment-related income tax matters
• Advise clients in estate planning at all valuation levels to eliminate or reduce estate taxes
• Draft complex trust arrangements, including insurance trusts, charitable remainder trusts, grantor annuity trusts, structure family limited partnerships and business succession plans, such as ESOPs
• Structure not-for-profit organizations of all types as well as private foundations
• Represent individuals and business entities in all types of disputes with the Internal Revenue Service and state and local tax authorities, including administrative and judicial proceedings in state and federal courts |
