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Planning & Implementation
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Minimizing taxation on individuals and businesses
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Planning and defending special tax related transactions
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Estate planning
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Forming and using legal entities (partnerships, LLCs, corporations, nonprofit entities, trusts, etc.)
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Structuring damage awards and settlements
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Mitigating the burdens of paying tax debts
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Probate, Estate and Trust Administration, and Guardianships and Conservatorships
Controversy
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IRS and state tax audits
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IRS and state tax appeals
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U.S. Tax Court litigation
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Federal refund litigation
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Property tax assessment protests
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State tax appeals board hearings
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Innocent spouse relief requests
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Offers in compromise
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Penalty abatement and relief
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IRS and state collections
Policy
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Identifying and tracking administrative and legislative issues
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Drafting and advocating for local, state and federal policy changes.
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