Taxation

Taxes matter. We have the knowledge and experience to advise individuals, families, and businesses in tax planning, compliance, and audit matters.

We frequently do the following:

• Advise on wealth transfer tax minimization
• Guide fiduciaries in the tax-efficient administration of trusts and estates
• Prepare estate and gift tax returns
• Prepare income tax returns for trusts and estates, as well as individual returns
• Negotiate with the I.R.S. in audits