The firm’s tax planning services range from analyzing individual returns to maximize deductions to implementing corporate strategies and LLC’s structures to maximize profits and minimize tax loss.  All partners have backgrounds in accounting and a thorough understanding of tax issues related to individuals and business, especially in the intellectual property and commercial real estate areas.  Here are some examples of what the firm has done for its clients related to tax planning:

• Individual return collaboration with outside accountants to help maximize deductions

• Audit representation for clients with the I.R.S., state taxing authorities, and probate courts

• Mergers resulting in more beneficial tax treatment for the client

• Tax research regarding intellectual property valuations and sales

• NIAT pro-formas