Areas of Practice

Smart tax planning today can save you money tomorrow. I 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, I help you stay compliant while keeping more of what you earn.

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

Living abroad or owning assets outside the United States brings both opportunities and challenges. One of the biggest challenges is understanding how U.S. tax and estate rules apply worldwide. Unlike many countries, the U.S. taxes its citizens on global income and applies estate and gift tax rules to assets no matter where they are located.

I help U.S. citizens abroad, globally mobile families, and individuals with international assets find clarity, stay compliant, and plan confidently for the future.

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

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

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

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