PROFILE & CREDENTIALS

CHRIS HEAD
ATTORNEY|ACCOUNTANT|ADVISOR

EDUCATION

 University of Wisconsin Law School

  • Juris Doctorate (Law Degree)

 University of Wisconsin - Milwaukee

  • Masters in Accounting & Taxation

  • Bachelors in Accounting & Taxation

 Bay View High School

  • Math & Science Major

 

CREDENTIALS

Licensed & Practicing Attorney

  • Wisconsin

  • Minnesota

  • Colorado

  • South Dakota

  • Wyoming

Federal & State Tax Court Practice

  • US Tax Court

  • State Tax Court

Certified Public Accountant

Certified Divorce Financial Analyst

BIO & BACKGROUND

 

Chris is a Tax/Business Attorney, Certified Public Accountant, and Financial Advisor who specializes in providing advice, guidance, and assistance to individuals, professionals, and businesses on a range of tax, financial, and legal matters but he excels at helping middle-to-high income and upper net-worth individuals, business owners, and professionals with their advanced to complex needs.

 

His 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.

 

Prior to law school, Chris worked at multiple Big Four accounting firms, boutique wealth management practices, and several large corporations, providing a range of tax, accounting, and financial consulting work. During law school, he spent three years at public defender offices honing his skills and abilities as a seasoned litigator and negotiator.

 

As a result of those experiences, Chris has a rare ability to appreciate, understand, and address the dynamic, interconnected, and complex tax, legal, and financial challenges a client faces from a variety of perspectives. Yet, he’s able to refine the complexity of those issues into a simple and understandable manner that clients can easily comprehend that’s not overwhelming.  

 

Client matters regularly entail competing, contradictive, and overlapping tax, legal, and financial 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 clients that are poorly suited for other professionals with a singular professional focus.

 

Additionally, given his diverse skill-sets and backgrounds, Chris is well suited to address the dynamic and complex array of issues that normally require multiple professionals’ time and attention. As a result, Chris’ clients save time and money by avoiding the need to work with multiple professionals on a given matter. 

 

Furthermore, having one professional address an issue prevents the challenge of competing advice, contradictory guidance, and a general state of confusion resulting from separate professionals weighing in on the same matter.

 

SERVICES OFFERED

 

BUSINESS SERVICES

−       Business Planning and Formation

−       General Corporate Matters

−       Multi-State Tax and Financial Issues

−       Business Entity Strategic Tax Structuring (Holding Companies; S-Corps; LLCs; etc.)

−       Employer Retirement Accounts (Keogs/SEPs/SIMPLEs/401Ks)

−       Employee Stock Ownership Plans

−       Business Tax Planning and Forecasting

−       Succession and Transition Planning For Business Owners

−       Valuations & Financial Reviews (Businesses; SE Income; Investments; Assets, etc.)

 

TAX MATTERS

−       Tax Reviews and Opinions

−       Choice of Entity Issues & Strategies

−       Tax Dispute Negotiation and Resolution

−       Tax Controversy Representation

−       Income Tax Planning and Forecasting

−       Sales and Exchanges of Real Estate (1031 Exchanges)

−       State Tax Nexus and Filing Issues

−       Cross Border Tax Issues

−       Tax Return Review and Preparation

−       Business Acquisitions & Sales

 

ESTATE and TRUST PLANNING

−       Wills and Testamentary Trusts

−       Revocable and Irrevocable Trusts

−       Estate Tax, Asset Transfer, and Wealth Planning

−       Business Succession Planning

−       Estate and Gift Tax Planning, Preparation and Strategies

−       Income and Estate Tax Return Preparation

−       Trust Administration and Independent Trustee Services

−       Private Foundations and Family Limited Partnerships

−       Tax Preparation (Fiduciary Income Tax Returns and Estate Tax Returns)

 

EXPERT ASSISTANCE and LITIGATION SUPPORT

−       Tax & Financial Expertise (Advice, Guidance; Counsel; etc.)

−       Strategic Tax, Financial and Estate Planning Assistance

−       Tax Projections and Future Modeling

−       High Net Worth Tax and Estate Planning

−       Wealth Transfer and Asset Protection

−       Business Reviews and Valuations

−       Tax Reviews and Opinions in Litigation Matters

−       Tax and Financial Consulting

−       Audit Advice and Representation

−       Financial Mediation and Dispute Resolution

−       Tax Audits and Financial Reviews in Civil Matters

−       Neutral Financial Evaluations, Reviews, and Valuations