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.

Your legacy deserves thoughtful planning. I create customized estate and trust strategies that safeguard assets, minimize taxes, and provide clarity for the next generation — giving you confidence that your family’s future is secure.

I design estate plans that preserve wealth and secure your legacy. From wills and trusts to advanced tax planning strategies, I provide customized solutions that minimize estate and gift taxes while ensuring your wishes are carried out.

Cross-border planning requires precision. I help U.S. citizens abroad and families with international assets navigate the complex intersection of tax and estate laws across borders. I advise on tax-efficient structures that protect assets, avoid double taxation, and ensure smooth wealth transfers across jurisdictions.

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.

Every investment has tax implications. I help investors and developers use tools like 1031 exchanges, cost segregation, opportunity zone investments, and partnership planning to optimize returns and reduce tax exposure across their portfolios.

From New Markets and Historic credits to Renewable and Low-Income Housing programs, I guide developers and investors through structuring, compliance, and closing. My goal is to help your project succeed while maximizing every available tax incentive.

Every deal has a tax story behind it. I help clients navigate due diligence, structure transactions, and plan for tax efficiency — whether it’s an acquisition, sale, reorganization, joint venture, or partnership change.