Partner
Current• Advocate for clients in tax controversy matters before the Internal Revenue Service and state authorities• Advise CPAs on tax reporting positions and tax planning strategies• Advise clients on business transactions for methods and strategies to increase tax efficiency• Advise clients on advanced estate and gift planning, including charitable and business succession planning • Draft estate planning documents, including wills, revocable trusts, and irrevocable trusts• Form and advise tax-exempt organizations on federal tax matters