Broker Check

TAX SERVICES


Minimizing tax liability is a top priority for our clients. We offer comprehensive strategies and guidance that helps you retain more of your income.  We are specialists in both domestic and international tax law and can assist clients with tax issues concerning foreign investments, overseas business interests, as well as complications associated with working for multinational employers.

COMPREHENSIVE TAX SERVICES

  • Federal and state individual tax planning and compliance
  • Business tax planning and compliance
  • IRS audits and penalties
  • Foreign tax credits
  • Taxation of domestic and foreign equity award plans
  • Advanced estate planning techniques
    • Family Limited Partnerships
    • Intentionally Defective Grantor Trusts
    • Life Insurance Trusts
    • Gift Planning
  • Business succession planning
  • Taxation of both domestic and international investments, real estate, pensions, and retirement plans

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.