Proactive planning can result in significant savings each year. I work with entrepreneurs and established businesses to design tailored strategies — from entity structure to deductions to credits to long-term growth planning — so you can focus on building your business, not overpaying taxes.

Selling or exiting a business involves major tax decisions that are often made long before a deal is in place. I work with business owners to evaluate exit options, assess potential tax exposure, and identify planning opportunities early in the process — before terms are negotiated or value is locked in.

For business owners preparing for a sale or liquidity event, I offer a structured advisory engagement — the Exit Tax Strategy Blueprint — designed to provide clarity on tax exposure and key decisions before deal terms are finalized.

→ Learn more about the Exit Tax Strategy Blueprint

When a transaction is underway, federal tax exposure is shaped by negotiated structure, payment mechanics, and allocated risk. I advise buyers and sellers on the federal tax implications of live transactions while terms remain negotiable.

For clients with an LOI, term sheet, draft agreement, or active diligence process, the Active Transaction Tax Advisory provides focused, transaction specific federal tax analysis tied directly to structure, timing, consideration mix, and identified exposure. The objective is clarity before agreements are finalized.

→ Learn more about the Active Transaction Tax Advisory

Your legacy deserves thoughtful planning. I design customized estate and trust strategies to safeguard assets, minimize tax exposure, and provide clarity for the next generation, so you can move forward with confidence.

For families with international assets, beneficiaries, or global business interests, I also advise on tax-efficient structures and cross-border coordination to help preserve wealth and facilitate seamless transfers across jurisdictions.—usually within one business day.

I advise real estate investors, owners, and developers on tax-aware structuring, ownership, acquisition, and disposition strategies designed to preserve value and support long-term outcomes. Whether a portfolio investment or larger project, I help optimize tax outcomes throughout the investment lifecycle.

For projects that may qualify for federal tax credits and incentives (such as New Markets, Historic, Renewable, or Low-Income Housing credits), I guide structuring, compliance, and closing to help you capture every available benefit while managing risk and aligning tax strategy with capital stack objectives.

If you’re facing an IRS audit, examination, or collection matter, I advocate on your behalf. With firsthand insight from inside the IRS, I know how the government approaches disputes and how to resolve them efficiently—through negotiation, appeals, or litigation if necessary.