Partner
CurrentOver 30 years of experience in tax return preparation, planning, and research. Experience includes maximizing net worth and minimizing taxes, planning the exercise of ISOs, assessing the tax implications of proposed transactions, preparing tax projections, and identifying and researching complex tax issues. Practice has concentrated on high net worth individuals and closely held businesses. Experience in representing a variety of industries including financial services, professional services, high tech, and manufacturing in the form of sole proprietorships, partnerships, corporations, and LLCs.