Areas of Practice
Since 1995, the Firm’s practice has concentrated on tax and estate planning for wealthy individuals and their corporations, partnerships and trusts. An emphasis is placed upon achieving asset protection and overall income, estate and gift tax minimization while also achieving the client’s personal objectives.
Board Certified by the Florida Bar as a Specialist in Tax Law. Member of the Florida Bar, the California Bar and the Colorado Bar. Admitted to practice before the United States Tax Court. Certified Public Accountant (Florida).
Member of the American Bar Association and its Section of Taxation and its Section of Real Property, Probate and Trust Law; and the Florida Bar Tax Law Section and Real Property, Probate and Trust Law Section.
Master of Laws (LL.M.) in Taxation, University of Florida, College of Law (1993).
Juris Doctor, University of Florida, College of Law (1992).
Masters in Accounting, Tax Specialty. University of Florida, School of Accounting (1985).
Bachelor of Science in Accounting. University of Florida, School of Accounting (1984).
Previous Professional Background
Associate in an Orange County, California tax and estate planning law firm. Concentrated in income, estate and gift tax planning for very wealthy clients. Developed and implemented highly sophisticated estate planning strategies and projects. Developed and taught a series of lectures on tax and estate planning topics that were presented to major life insurance companies, public accounting firms and CFP groups.
Tax Supervisor/Manager at Coopers & Lybrand, West Palm Beach, Florida. Managed individual, estate, trust, corporate, and partnership accounts. Supervised the preparation of income, estate and gift tax returns. Analyzed the effects of new and pending tax legislation. Represented clients before the Internal Revenue Service in tax return examinations and collection proceedings.