Tax Expertise You Can Trust

Helped clients save thousands by disputing additional taxes and penalties assessed by the IRS and state taxing authorities.

Reviewed and provided opinions on tax aspects of business transactions, identifying tax inefficiencies and offering alternatives.

Advised on the tax-free reorganization of an inherited business to make the operating company more attractive for buyers. 

Helped former executives of public and private companies to plan for and minimize tax on equity compensation payouts.