Tax Planning and Compliance:

• Coordinated Income, Gift, Estate and Generation Skipping Transfer Tax Planning
• Tax Return Preparation for Individuals, Corporations, Partnerships and LLCs
• FIRPTA Withholding Exemptions for Sales of U.S. Real Property by Nonresident Aliens
• Representation of Taxpayers in Audits and other Tax Controversies

Estate Planning:

• Planning for Family Wealth Transfers
• Wills
• Revocable and Irrevocable Trusts
• Durable Powers of Attorney
• Designations of Heath Care Surrogate and Living Wills
• Special Needs Planning and Trusts
• Premarital and Post Marital Agreements
• Asset Protection Planning for Clients and their Beneficiaries

Estate and Trust Administration:

• Probate Administration
• Trust Administration
• Post Mortem Tax Planning
• Fiduciary Accounting Preparation
• Fiduciary Income Tax Return Preparation
• Representation of Fiduciaries and Beneficiaries

Business Services:

• Preformation Tax Planning
• Formation of Corporations, Partnerships and Limited Liability Companies
• Buy-Sell Agreements
• Business Tax Planning and Compliance
• Contracts
• Corporate Compliance (annual minutes, etc.)
• Representation of Entities and their Owners