Complex tax.
Clear solutions.
Cross-Border & International Tax Planning
Inbound & outbound international tax planning for entrepreneurs and closely held businesses
Domestic & foreign entity formation (LLC, corporation, partnership) and holding-company structures
Domestic & international trust creation (asset protection, estate, pre-immigration/expatriation)
Closely held business tax planning and ownership structuring
High-net-worth and ultra-high-net-worth tax planning
M&A, Corporate & Transactional Tax
Mergers & acquisitions tax structuring and due diligence
Corporate restructurings and tax-free reorganizations
Exit planning and succession/ generational wealth transfer strategies
Partnerships and partnership tax (allocations, contributions, distributions)
Alternative risk transfer & insurance planning (including captive considerations)
Derivatives, financial instruments, and securitization tax structuring
Formal tax opinions for complex transactions
Compliance & Filing
Partnership income tax return preparation
Fiduciary (trust & estate) income tax returns
State & local (SALT) income tax returns
Mergers & acquisitions tax structuring and due diligence
Corporate income tax return preparation
IRS & State Tax Controversy
IRS & state Department of Revenue audit representation, appeals, and tax litigation
(income, estate, sales/use, payroll)
Voluntary disclosure matters (federal and state)
Criminal tax defense (coordination with defense counsel)
Legislative & regulatory advocacy and responses
Other firms skim. We dig. We take the hard stuff—the dense, jargon-filled rules—and translate it into answers that actually make sense.
Integrated, not siloed.
Agile, not bloated.
Obsessive, not careless.
Every angle, every path, airtight answers.
