• 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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