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Planning & Implementation

  • Minimizing taxation on individuals and businesses

  • Planning and defending special tax related transactions 

  • Estate planning

  • Forming and using legal entities (partnerships, LLCs, corporations, nonprofit entities, trusts, etc.)

  • Structuring damage awards and settlements

  • Mitigating the burdens of paying tax debts

  • Probate, Estate and Trust Administration, and Guardianships and Conservatorships


  • IRS and state tax audits
  • IRS and state tax appeals
  • U.S. Tax Court litigation
  • Federal refund litigation
  • Property tax assessment protests
  • State tax appeals board hearings
  • Innocent spouse relief requests
  • Offers in compromise
  • Penalty abatement and relief
  • IRS and state collections


  • Identifying and tracking administrative and legislative issues

  • Drafting and advocating for local, state and federal policy changes.

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