FAQs by Practice Area
Private Wealth, Estate Planning & Tax Planning
A will specifies how your assets are distributed after your death and appoints guardians for minor children. A trust provides more flexibility, including avoiding probate, protecting assets, and allowing for tax-efficient transfers.
Yes, an estate plan ensures your wishes are followed for both your assets and personal care. It includes vital documents like a healthcare directive, power of attorney, and a will.
Tax planning strategies help reduce your tax liability through the use of deductions, credits, and deferral opportunities, ensuring more of your wealth stays with you and your beneficiaries.
Yes, estate plans can and should be updated as your circumstances change. This includes major life events such as marriage, divorce, the birth of a child, or significant financial changes.
Tax Controversy
A tax controversy involves disputes between taxpayers and tax authorities, such as the IRS, over issues like audits, tax liability, penalties, or unpaid taxes.
Don’t ignore it. Bring the letter to your consultation so we can review it, understand the issue, and determine the best course of action.
Yes, we represent clients in all phases of tax audits, from responding to IRS inquiries to negotiating settlements or representing clients in Tax Court, if necessary.
Timeframes depend on the type of notice received. IRS letters typically provide a specific response window, which can range from 30 to 90 days. Acting promptly is critical.
Family Offices & Private Companies
A family office is a private wealth management advisory firm designed to manage the financial and investment needs of wealthy families. If you have significant assets or complex financial needs, a family office may benefit you.
We assist private companies with business structuring, tax planning, compliance, and succession planning to help them grow and maintain long-term financial stability.
Yes, we offer continuous legal counsel to family offices, ensuring compliance, effective tax strategies, and tailored solutions for asset protection and investment planning.
Nonprofit and Tax-Exempt Organizations
Organizations that operate exclusively for charitable, educational, scientific, or religious purposes may qualify for tax-exempt status under IRS guidelines.
Yes, we guide clients through the process of forming a nonprofit, including drafting bylaws, filing for tax-exempt status, and ensuring compliance with state and federal regulations.
Nonprofits must adhere to strict rules, including filing annual reports (Form 990), avoiding prohibited political activity, and operating exclusively for their exempt purposes.
We can help you understand the reasons for revocation, assist in rectifying any issues, and apply for reinstatement of tax-exempt status.
Business Law Services
We work with businesses of all sizes, from startups to established companies, across a variety of industries, offering tailored legal solutions.
Yes, we help clients choose the appropriate business structure (LLC, S-corp, C-corp, etc.), draft operating agreements, and ensure compliance with state and federal laws.
Our services include business formation, contract drafting and negotiation, compliance advice, tax planning, and succession planning.
We provide guidance and representation in resolving business disputes, whether through negotiation, mediation, or litigation, to achieve the best possible outcome.