Our dedicated team provides sophisticated estate, tax, and business planning. We are masters of complexity, empowering you to save money and reach a variety of financial goals.

You’ve earned your future. Let us help you protect it.

Tax Planning Services Include:

• Tax Optimization - Guidance and analysis to assist you in the negotiation and execution of transactional matters.

• Capital Gains - Tax research and counseling to minimize federal, state, and local tax consequences.

• Selling Your Business - Tax counsel on mergers, acquisitions, liquidations, and partnerships.

• Intergenerational Wealth Transfers - Counsel to develop a comprehensive wealth transfer plan that will sustain wealth across multiple generations and minimize estate tax consequences.

• Property Transactions - Tax counsel for real estate issues related to changes in ownership, transfers, and sales of principal residences, vacation homes, investment, and rental properties.