Net Worth Individuals and Families
focus for our practice is the high net worth individual. Our primary
goals are to manage your day-to-day tax affairs enabling you to focus
on your long-range goals, and to counsel you regarding the best tax
positions for significant transactions. We also work with you to identify
and prioritize these long-range goals, such as wealth creation, wealth
preservation, wealth transfer, or charitable endeavors. Our firm offers
personalized services that are not available at larger firms, without
sacrificing the breadth of experience or the quality of services we
very experienced with formation, operational, and dissolution issues
for business entities, especially as they relate to small business owners
and family groups. We can assist you in deciding the proper type of
entity that suits you, whether it is a partnership, limited liability
company, or corporation. We can assist you with practical accounting
issues so you are free to focus on your business. We prepare a significant
number of tax returns for all types of business entities.
significant experience in the fields of estate and trust taxation. We
counsel many clients on issues related to the minimization of estate
taxes. We also advise clients on the benefits of various types of trusts,
especially to the extent they provide for the transfer of wealth from
generation to generation, liability protection, or charitable planning.
area in which we work with our clients is the field of real estate transactions.
We have a strong background in the various issues that real estate investors
face, including cash-flow analyses, tax-free Section 1031 like-kind
exchanges, passive loss and at-risk limitations, and capital gain/ordinary
of our clients have significant issues with options. We help our clients
understand the tax ramifications of incentive, nonqualified, and employee
stock purchase plan options. We also work with restricted stock, restricted
stock plans, and concentrated equity positions. Integral to our practice
are personal financial planning issues such as proper diversification.
The stock option area has posed significant complexities for many people
and we have managed to steer our clients through the dangerous pitfalls
that can befall even the best educated individuals.
Planning and Charitable Organizations
with many of our clients to fund their charitable endeavors in a manner
that allows them to maximize their tax benefits and the value of their
bequests. Among the issues we consider is the proper funding vehicle,
whether it be through outright gifts, charitable trusts, private foundations
or donor advised funds. We recognize that each of our clients is different,
and we develop the appropriate solution to meet their priorities. We
are also very conversant with charitable organization tax issues and
have a significant practice dedicated to their specific needs.
and Estate Tax Audit Representation
significant experience representing clients before the Internal Revenue
Service, the Franchise Tax Board, and other taxing authorities. We attempt
to resolve these issues quickly and at the lowest possible cost to our
clients. We feel that the process actually starts in the tax planning
and tax return stages, because taking the appropriate steps at that
point serves to limit our clients’ exposure to audits and to audit