Areas of Practice

Smart tax planning today can save you money tomorrow. We work with individuals, families, and businesses to create tailored strategies that reduce tax burdens and build financial security. Whether it’s long-term investment planning, annual filing strategies, or the increasingly complex world of cryptocurrency tax planning and reporting, we help you stay compliant while keeping more of what you earn.

Every business decision has tax consequences. From forming a new company to handling mergers and acquisitions, we provide practical tax advice that helps your business grow with confidence. We structure deals for maximum efficiency, minimize risks, and make sure your tax strategy supports your business goals both in the U.S. and abroad.

An IRS letter can be stressful but you don’t have to face it alone. We represent clients in audits, appeals, collections, and disputes with the IRS or state tax authorities. Our goal is to resolve issues quickly and fairly, while protecting your rights and financial future. With deep experience handling complex tax controversies, we’ll stand by you every step of the way.

We help you protect your family, preserve your wealth, and plan for the future with customized wills, trusts, and tax strategies. Our approach balances your personal wishes with opportunities to reduce estate and gift taxes, creating a plan that reflects your values and safeguards your legacy.

Real estate investments should work for you not against you. We advise on tax-efficient strategies including 1031 exchanges, depreciation methods, opportunity zones, and REIT structures. Having worked directly on the Opportunity Zone regulations, we bring unmatched insight to help investors take full advantage of this unique program while maximizing returns.

We advise businesses, developers, and investors on structuring tax credit transactions to maximize federal and state incentives. Our work covers renewable energy, affordable housing, and historic rehabilitation projects, with services including deal structuring, negotiation, compliance, and legal opinions. By aligning tax benefits with business goals, we help clients unlock value and support long-term project success.

Sometimes the key to tax savings is hidden in the details. We guide clients through accounting method changes, ensuring compliance while unlocking opportunities for cash-flow benefits. From revenue recognition to expense timing, we help businesses and individuals align their accounting methods with the most favorable tax outcomes.

Expanding across borders creates new opportunities — but also complex tax challenges. Even small and mid-sized multinationals face scrutiny from tax authorities on how they price transactions between related entities. The right transfer pricing approach not only avoids costly disputes but also supports smooth international operations and profitability.

We provide practical, cost-effective transfer pricing solutions designed for growing businesses that need world-class expertise without Big Law or Big Four fees.