Tax Controversy

1. IRS Audits & Responses
2. Administrative Appeals
3. Tax Court Litigation
4. Federal Court Appeals
5. Removal of Tax Liens
6. Offers in Compromise (Doubt as to Liability Only)

Trusts & Estate Planning

1. Grantor Trusts
2. Irrevocable Life Insurance Trusts
3. International Grantors (U.S. Non-Residents)
4. Trustee Service
5. Trust Bank Account Setup
6. U.S. Probate Proceedings
7. Estate Administration
8. Wills & Tax Planning
9. Powers of Attorney

International Tax Planning

1. Foreign Trusts for U.S. Residents
2. U.S. Trusts for Non-U.S. Residents
3. Foreign Account Tax Compliance Act (FATCA)
4. Foreign Tax Credits
5. Tax Issues in Currency Exchange
6. Depreciation of Non-U.S. Property
7. Foreign Earned Income
8. U.S. Taxation of U.S. Non-Residents
9. Claiming Treaty Benefits for U.S. Non-Residents

Tax-Deferral Planning & Incentive Equity

1. 401(k) Plans for Self-Employed Individuals
2. Profit-Sharing
3. Self-Funded Pension Plans
4. Employee Stock Purchase Plan
5. Non-Statutory Stock Options
6. Incentive Stock Options
7. IRA & Roth IRA
8. Loans against Retirement Savings
9. Loans against Life Insurance
10. Fixed & Variable Annuities

Tax-Exempt Organizations

1. Applications for Tax-Exempt Status
2. Formation of Non-Profit Entities & Organizations

Company Formation & Restructuring

1. Choice of Entities
2. Issues for International Owners & U.S. Non-Residents
3. Domestic Tax Issues in Company Formation
4. 401(k) Plans for Small Businesses
5. Governmental Filings & Formation Documents
6. Licensing Applications
7. Bank Account Setups
8. Corporate Restructuring, Mergers & Acquisitions
9. Liquidations & Tax-Free Reorganizations
10. Stock Options & Executive Compensation

International Law

1. International Notarization
2. U.S. Legalization of Foreign Documents
3. Foreign Legalization of U.S. Documents