tax | finance | law
Experts on complex matters that involve tax, finance, and law.
TAX REVIEWS AND OPINIONS
TAX SAVING STRATEGIES & IMPLEMENTATION
ANALYSIS, EXAMINATIONS, AND ASSESSMENTS
OPINIONS, VALUATIONS, AND CONTROVERSIES
WEALTH & ESTATE PLANNING
TAX & FINANCIAL PLANNING
ESTATE & WEALTH PLANNING STRATEGIES
ASSET PROTECTION & TRUST PLANNING
WHAT WE DO
We specialize in providing creative, innovative, and forward-thinking solutions to the tax, legal, and financial challenges businesses and individuals encounter across their personal and professional lives. Our expertise includes providing tax, legal, and financial strategies that maximize wealth, minimize liability, reduce risk, limit tax obligations and capitalize on favorable state and federal law.
We believe that superior quality tax advice, legal counsel, and financial planning are practical necessities that shouldn't be a luxury service available only to the well-off. As a result, we pride ourselves on providing excellence in everything we do and say, with a goal of delivering client-centered and personally tailored representation that is straightforward and understandable so that you can make better, smarter, and more strategic decisions about some of the most important issues in life and business.
The combination of our tax, legal, and financial backgrounds puts us in a strategic position to take on clients and cases that are difficult or poorly suited for a singular focused professional. As a result, we can provide a much broader range of expertise across the full range of unique tax, legal, and financial issues our client encounter.
And we can deliver that expertise in a way that saves time and money by avoiding the need for our clients to work with multiple professionals on a given matter. Having one professional with the knowhow and skill to attack all the issues at play prevents the problem of multiple independent professionals weighing in on the same matter and offering competing and contradictory advice.
WHO WE ARE
I’m a Tax/Business Attorney, Certified Public Accountant, and Financial Advisor who specializes in providing advice, guidance, and assistance to individuals and businesses on a range of tax, financial, and legal matters but excel at helping mid-to-high income and upper net-worth individuals, business owners, and professionals with their advanced to complex needs.
My expertise involves providing creative, innovative, and forward-thinking solutions to the range of challenges clients encounter, and regularly entails the identification, planning, and implementation of tax strategies, financial plans, and legal solutions that maximize wealth, minimize liability, limit risk, reduce taxes, and capitalize on favorable state and federal laws.
Client matters regularly entail competing, contradictive, and overlapping tax, financial, and legal issues that demand a comprehensive understanding and creative approach to the issues at play so the combination of my many backgrounds strategically positions me to take on cases and help clients that are poorly suited for other professionals with a singular professional focus.