Tax Controversy
- IRS Audits & Responses
- Administrative Appeals
- Tax Court Litigation
- Federal Court Appeals
- Removal of Tax Liens
- Offers in Compromise (Doubt as to Liability Only)
Trusts & Estate Planning
- Grantor Trusts
- Irrevocable Life Insurance Trusts
- International Grantors (U.S. Non-Residents)
- Trustee Service
- Trust Bank Account Setup
- U.S. Probate Proceedings
- Estate Administration
- Wills & Tax Planning
- Powers of Attorney
International Tax Planning
- Foreign Trusts for U.S. Residents
- U.S. Trusts for Non-U.S. Residents
- Foreign Account Tax Compliance Act (FATCA)
- Foreign Tax Credits
- Tax Issues in Currency Exchange
- Depreciation of Non-U.S. Property
- Foreign Earned Income
- U.S. Taxation of U.S. Non-Residents
- Claiming Treaty Benefits for U.S. Non-Residents
Tax-Deferral Planning & Incentive Equity
- 401(k) Plans for Self-Employed Individuals
- Profit-Sharing
- Self-Funded Pension Plans
- Employee Stock Purchase Plan
- Non-Statutory Stock Options
- Incentive Stock Options
- IRA & Roth IRA
- Loans against Retirement Savings
- Loans against Life Insurance
- Fixed & Variable Annuities
Tax-Exempt Organizations
- Applications for Tax-Exempt Status
- Formation of Non-Profit Entities & Organizations
Company Formation & Restructuring
- Choice of Entities
- Issues for International Owners & U.S. Non-Residents
- Domestic Tax Issues in Company Formation
- 401(k) Plans for Small Businesses
- Governmental Filings & Formation Documents
- Licensing Applications
- Bank Account Setups
- Corporate Restructuring, Mergers & Acquisitions
- Liquidations & Tax-Free Reorganizations
- Stock Options & Executive Compensation
International Law
- International Notarization
- U.S. Legalization of Foreign Documents
- Foreign Legalization of U.S. Documents