Firm Overview2018-12-05T11:15:08+00:00

A HISTORY OF EXPERTISE

We have built extensive cumulative experience through our focus on tax and estate planning, business succession planning and asset protection. It is experience you can count on for delivering effective strategies for yourself, your business or your nonprofit organization. These strategies cover the areas of:

  • Comprehensive Estate Planning
  • Business Succession Planning and Analysis
  • Personal income and Transfer Tax Planning
  • Closely Held Business Structural and Management Analysis
  • Taxation of Closely Held Businesses
  • Management of Complex Tax Disputes
  • Nonqualified Deferred Compensation Planning for Executives

A TRUSED

PARTNER,

ADVISOR AND

COUNSELOR.